Add Observations to a Drawing (iOS)
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Objective
To add observation items to a drawing in the Drawings tool on an iOS mobile device.
Things to Consider
- Required User Permissions:
- To add observations to a drawing:
- 'Read Only' or higher permissions on the project's Drawings tool.
AND - 'Standard' or 'Admin' permissions on the project's Observations tool.
- 'Read Only' or higher permissions on the project's Drawings tool.
- To publish personal markups to the Published layer:
- 'Standard' or 'Admin' permissions on the project's Drawings tool. See What is the difference between personal and published markups?
- To add observations to a drawing:
- Additional Information:
- Automatic publishing for observation pins can be turned on or off in the 'Auto-Publish Obs Pins' toggle.
- This action can be performed in offline mode if the drawing has already been downloaded to the device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Steps
- Navigate to the Drawings tool using the Procore app on an iOS mobile device.
- Tap the drawing you want to add an observation to.
- Tap the Pin
icon in the markup toolbar.
- Tap the Observation
icon.
- Tap the area of the drawing you want to add the observation to.
- After the observation item has been placed, you can add an existing observation or create a new one.
- Link Existing:
- Tap Link Existing to attach an existing observation.
- Create New Observation:
- Tap an observation template.
OR
Tap +Create Without Template. - Enter the necessary information to create the observation. See Create an Observation (iOS).
- Tap an observation template.
- Link Existing:
- Tap Save.
Note: The colour of the pin denotes the status of the observation.- Blue: Open
- Yellow: Ready for Review
- Red: Not Accepted
- Gray: Closed
- Optional: Publish the observation pin:
- Tap the Select icon, then tap the observation pin.
Note: If you want to publish multiple markups at once, select the Lasso option under 'Select', then draw a shape around the markups. - Tap Publish.
Note: If you want Procore to automatically publish observation pins as they are added, tap the Auto-Publish Obs Pins toggle to the ON position.
- Tap the Select icon, then tap the observation pin.