Action Plans: Add Observations as a Reference and Record
This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: May 08, 2023
Connect Observations with Action Plans
Procore has added the ability to add observations as a reference and a record in Action Plans.
When creating an Action Plan, users can provide observations as a reference for those performing an Action Plan. Additionally, users can request observations as a part of an item’s completion. Those performing the Action Plan can attach the requested observations so that all relevant information is linked to the Action Plan
Demo
Request Observations as record:
Add Observations as a record:
See Also
- Create an Action Plan
- Perform an Action Plan
- Create a Company Level Action Plan Template
- Create a Project Level Action Plan Template
If you would like to ask questions or share any feedback, please contact support@procore.com.