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Delete Project Level Observation Types

Objective

To delete observation types created at the project level.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the project's Observations tool. 
  • Additional Information:
    • Observation types that are currently in use cannot be deleted.
    • Observation types created at the Company Level are indicated by a key icon (2018-10-01_10-15-44.png); these types cannot be deleted.

Steps

  1. Navigate to the project's Observations tool.
  2. Click the Configure Settings
  3. Click Observation Types.

    2018-10-01_10-03-29.png
     
  4. Navigate to the observation type you want to delete.
    Note: Observation types created at the Company Level are indicated by a key icon icon-key-lock.png; these types cannot be deleted.
  5. Click the type's red 'x' icon-delete-x.png to delete it from the project.
    Note: a gray 'x' indicates that the type is currently in use and cannot be deleted.

 

If you would like to learn more about Procore's observation software and how it can help your business, please visit our construction safety observation software product page .