Search for and Filter Observations (Android)
Objective
To use the search bar and filter settings to find observations on an Android mobile device.
Things to Consider
- Required User Permissions:
- 'Read Only' or higher permissions on the Project level Observations tool.
- The search tool respects any selected filter parameters and will only search for items within the filtered results.
Steps
- Navigate to the Observations tool using the Procore app on an Android mobile device.
Search for Observations
- Tap Search
.
- Enter the desired word or phrase. The following fields are searched for the specified keyword terms:
Results matching your search terms will automatically appear.- Number
- Type
- Title
- Assignee Company
- Assignee Name
- Location
Note: If you filter for a top-tier location, it will not show you any sub tiers, but if you search for a top-tier location, it will show you sub locations.
Filter for Observations
- Tap Filter
.
- Tap to select the filter you want to apply. You can filter by:
- Status:
- All Items: Tap to display all observations in the project that are marked as 'Open' or 'Closed.'
- Closed: Tap to display all observations that are marked as 'Closed.'
- Open: Tap to display all observations that are not closed. (i.e. all observations that are marked as, 'Initiated,' 'Ready for Review,' or 'Not Accepted.')
- Ownership:
- All Items: Tap to display all observations.
- My Items: Tap to display only observations that are assigned to you.
- Location: Tap to filter observations by a specific location.
- Assignee: Tap to filter observations by assignee.
- Assignee Company: Tap to filter by the assignee's company.
- Type: Tap to filter by type.
- Trade: Tap to filter by trade.
- Status:
- Tap Done.
- Tap to view an observation in more detail.