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Procore

Link Observations to a Drawing (iOS)

Objective

To create Observations on a drawing in the Drawings tool on your iOS mobile device.

Things to Consider 

Required User Permissions:

  • 'Standard' or 'Admin' on the project's Drawings tool.
    AND
  • 'Standard' or 'Admin' on the project's Observations tool.

Additional Information:

  • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Steps

  1. Navigate to the Drawings tool on an iOS mobile device.
  2. Tap the drawing you want to add an observation to.
  3. In the markup toolbar, tap the shape or line you want to add to the drawing (e.g. Cloud or Arrow). See Mark up a Drawing (iOS).
    Note: This markup will be associated with the new observation.
  4. Tap Link.
  5. Tap Link an Observation. 
  6. Choose one of the following options:
    • Link an Existing Observation:
      1. Tap to select an existing observation item to add to the markup.
    • Create a new Observation:
      1. Tap + to create a new observation.
      2. Tap to select an existing template, or tap + Create Without Template.
      3. Complete the necessary information.
      4. Tap Save to add the new item to the markup.
  7. To publish your changes, tap the markup, then tap Publish. 
    See What is the difference between personal and published drawing markups?

See Also

 

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