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Procore

Observations Tool SOP

ACMECONSTRUCTION_SMALL.pngProject managers can use the Observations tool to assign tasks to other project team members. These observations can encompass scopes of work including quality, safety, commissioning, warranty, and work to complete. Unlike the Punch List tool, Observations is designed to be used at any phase in the project lifecycle.

HIGHLIGHTS 
  • Create, manage, attach drawings/photos, and assign observations to users from a mobile device or computer
  • Set a due date, distribute observations, and send email notifications to responsible parties
  • Give assignees the ability to view, respond to, and complete observations from a mobile device in the field
  • Monitor and track observations by status and type
  • Maintain a real-time history and activity feeds of all actions

Company Best Practices/ Intro

Project Managers:

 

Superintendents:

 

 

 

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

Observations Tool Step By Step Tutorials and "How To's"

Interactive Workflow Diagram

Click a box below to view the related tutorial.

START
START
END
END



Add Observation Types
Add Observation Types


LEGEND
LEGEND
Optional Step
Optional Step


COMPANY OR PROJECT LEVEL
COMPANY OR PROJECT LEVEL


Reject Observations
Reject Observations
Approve and Close Observations
Approve and Close Observ...
Create and Assign Observations
Create and Assign Observa...
Review and Respond to Observations
Review and Respond to Obs...