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Procore

Create an Observation from a Location (iOS)

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Objective

To create an observation from the Locations tool using an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the Observations tool.

Steps

  1. Navigate to the project's Locations tool from an iOS mobile device.
  2. Scan a QR code. See Scan a Location QR Code.
    OR
    Tap Select Location.
  3. Select the location you want to create an observation from.
  4. Tap Use to confirm the selected location.
    Note: Any items that have been associated with this location are listed under their respective tools. 
  5. Under Observations, tap Create Observation at <location>.
  6. Select an observation template.
    OR
    Tap + Create Without Template
  7. Select the type for the observation.
  8. Tap into the fields to fill out the appropriate information. See Create an Observation (iOS).
  9. Tap Save.

See Also

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