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Procore

Search for and Filter Observations (iOS)

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Objective

To use the search bar and filter settings to find one or many observations on an iOS mobile device.

Things to Consider

  • Required User Permissions: 'Read-only' and above on the Project level Observations tool. 
  • The search tool respects any selected filter parameters and will only search for items within the filtered results.
  • 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. Tap the project you would like to work in on your mobile device.
  2. Tap the Observations tool.

To Search for Observations 

  1. Enter a word or phrase in the search bar. The following fields are searched for the specified keyword terms:
    • Observation name
    • Status
    • Assignee
    • Location
    • Assignee's Company
    • Trade
    • #
  2. Tap Search on your keyboard.

To Filter for Observations 

  1. Tap the filter you would like to apply. These appear right above the search bar.
    • Mine: This displays only observations that are assigned to you.
    • All: This displays all observations in the project that are marked as open or closed. (See below)
    • Open: This displays all observations that are not closed. (i.e. all observations that are marked as, "Initiated," "Ready for Review," or "Not Accepted.")
    • Closed: This displays all observations that are marked as closed.
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