Skip to main content
Procore

Add Observations to a Drawing (iOS)

Objective

To add observation items to a drawing in the Drawings tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Read only' and above on the project's Drawings tool
      AND
      'Standard' and above on the project's Observations tool
  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps

  1. Navigate to the project's Drawings tool on an iOS mobile device.
  2. Tap the drawing to which you want to add an observation.
  3. Tap Pin (2018-11-26_07-30-26.png ) in the markup toolbar.
  4. Tap Observation (2018-11-26_07-28-13.png ).
  5. Drop an observation item pin on the drawing by tapping the area where you want the item to appear.
  6. After the observation item has been dropped, you will be prompted with the new observation item form. See Create an Observation (iOS).
  7. Tap Save.
    Note: Gray observation pin icons denote a closed observation item. Blue observation pin items denote an open observation item.
  8. Once the item is synced, the tag will display the item's number (e.g. "13"). 
  9. To publish, select the hand icon, tap the observation pin, and tap Publish. See What is the difference between personal and published drawing markups?
    Note: If you want Procore to automatically publish observation items that you add to drawings in this project, turn Auto-publish Obs Pins to ON.

See Also

 

 

  • Was this article helpful?