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Procore

Create an Observation from a Location (iOS)

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Objective

To create an observation from the Locations tool using an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Observations tool.

Steps

  1. Navigate to the project's Locations tool from an iOS mobile device.
  2. Scan a QR code. See Scan a QR Code in the Locations Tool (iOS).
    OR
    Tap Select Location.
  3. Select the location that you want to create an observation from.
  4. Tap Use to confirm the selected location.
    Note: Any items that have been associated with this location are listed under their respective tools. 
  5. Under Observations, tap Create Observation at [Location Name].

    locations-ios-create-observation-from-location.png
     
  6. Select an observation template.
    OR
    Tap + Create Without Template. 
  7. Select the type for the observation.
  8. Tap into the fields to fill out the appropriate information. See Create an Observation (iOS).
  9. Tap Save.

See Also