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' or higher permissions on the project's Drawings tool.
      AND
      'Standard' or 'Admin' permissions on the project's Observations tool.
  • Additional Information:
    • Automatic publishing for observation pins can be turned on or off in the 'Auto-Publish Obs Pins' toggle. See What is the difference between personal and published drawing markups?
    • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device) if the drawing(s) have already been downloaded to the 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 using the Procore app on an iOS mobile device.
  2. Tap the drawing you want to add an observation to.
  3. Tap the Pin 2018-11-26_07-30-26.png icon in the markup toolbar.
  4. Tap the Observation 2018-11-26_07-28-13.png  icon. 
  5. Tap the area of the drawing you want to add the observation to.
  6. After the observation item has been placed, you can add an existing observation or create a new one.
    • Link Existing:
      1. Tap Link Existing to attach an existing observation.
    • Create New Observation:
      1. Tap an observation template.
        OR
        Tap +Create Without Template.
      2. Enter the necessary information to create the observation. See Create an Observation (iOS).
  7. Tap Save.
    Note: The color of the pin denotes the status of the observation.
    • Blue: Open
    • Yellow: Ready for Review
    • Red: Not Accepted
    • Gray: Closed
  8. Optional: Publish the observation pin:
    1. Tap the Select icon, then tap the observation pin.
      Note: If you want to publish multiple markups at once, select the Lasso option under 'Select', then draw a shape around the markups.
    2. Tap Publish.
      Note: If you want Procore to automatically publish observation pins as they are added, tap the Auto-Publish Obs Pins toggle to the ON position.

See Also

 

 

  • Was this article helpful?