To create an observation from an inspection on your iOS mobile device.
You may want to create an observation from an inspection if a task is deficient or requires follow up work to be completed by the inspection's point of contact.
Things to Consider
- Required User Permissions:
- 'Standard' and above on the Project level Inspections tool.
- 'Standard' and above on the Project level Observations tool.
- You will need to have the Observations tool enabled on your project to see the Create Observation button. Contact your Procore point of contact to request Observations on your account.
- You may also Create an Observation from the 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.
- Navigate to the Inspections tool on an iOS mobile device.
- Tap the desired inspection.
- Scroll to the relevant inspection task by dragging your finger from the bottom to the top of the screen.
- Tap the inspection item you would like to create an observation from.
- Tap Create Observation.
- Create your observation by filling in the information in the new window.
- Title: Title the observation to announce the general topic. This will be automatically populated with the inspection task name.
- Type: Choose the type that best categorizes the observation. The type will help you filter and report based on the type of observation. It will not have any affect on which fields will appear when creating an observation. See What are the default Observation types used for?
- Status: Set the status of the observation.
- Initiated: When you create the observation, it will be set to "initiated." This means that the observation has been established in Procore and is awaiting the assignee to respond.
- Ready for Review: Once the assignee has acted upon the observation (whether by fixing the deficiency, by addressing the safety issue, etc.), he or she will respond to the observation by changing the status to "Ready for Review." This notifies the creator via email that the observation is ready for the creator to review.
- Not Accepted: Once the creator has reviewed the work, he or she might mark it as "Not Accepted." This means that the creator has deemed the work as not resolved. The observation is put back into the assignee's court.
- Closed: Once the creator has reviewed the work, he or she might mark it as "Closed." This means that the creator has deemed the work as resolved and approved, and has closed out the item.
- Assignee: Select the user who will complete the work required from the observation. This will be automatically be populated with the inspection's "point of contact."
(Note: This user must have 'Standard' or 'Admin' permissions on the Observations tool to respond or be set as an assignee.)
- Trade: Select the relevant trade for this observation. It signifies which trade is involved in resolving the observation. Trades are set at the company level admin tab under trade configuration. See Add or Delete Trades.
- Location: Select the location the observation is found in. This will be automatically populated with the location from the inspection. How do I add a multi-tiered location to an item?
- Due Date: By default, the due date will be set with 7 days after the observation was created. This field is editable on the create and edit pages of the observation, and the default due date is editable on the configuration settings.
- Private: Tap the toggle switch to ON, to mark the observation as 'Private.'
- Contributing Condition: Select a contributing condition associated with the observation.
- Contributing Behavior: Select a contributing behavior associated with the observation.
- Hazard: Select a hazard associated with the observation.
- Description: Add a description for the observation detailing relevant information needed to report on or complete the work.
- Attachments: Attach file or photo from your device, or take a photo, mark it up, and attach it to the observation.
- Click Save in the top right.
Note: The observation will now appear in the activity feed of the inspection task and the observation log of the Observations tool.