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Procore

Edit an Observation

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Objective

To edit information about an observation.

Things to Consider

  • Required User Permissions:
    • To edit any observation, 'Admin' on the project's Observations tool.
    • To edit observations that you have created, 'Standard' on the project's Observations tool. 
  • Additional Information:
    • If you create an observation without an assignee, no notification will be sent. If you edit the observation, add an assignee, and save, an email notification will be sent automatically.

Steps

  1. Navigate to the project's Observations tool.
  2. Click into an editable field and enter the updated information.
    OR 
    Click Edit next to the item you want to edit.
  3. Update any editable field. See Create an Observation for descriptions of each field.
    Note: If you attempt to edit the Number field with a number that is assigned to an existing observation, you will receive a warning message upon clicking Update. You will not be able to update the observation until you select an unused number.
  4. Click Update to save your edits.
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