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Procore

Move a Coordination Issue to an Observation

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Objective

To move a coordination issue to an observation.

Background

Coordination issues are sometimes marked as closed if the issue will be resolved later in the field. Instead of closing the issue completely, you can move it to an observation, which closes the issue within the Coordination Issues tool and creates a new observation that can be tracked by field teams in the Observations tool. This helps bridge the gap between field and design management teams and ensures that all issues are being tracked and resolved. It also creates a process for signing off on models.

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the project's Coordination Issues tool.
      AND
    • 'Standard' or 'Admin' permissions on the Observations tool.
  • Additional Information:
    • The coordination issue must be in the 'Open' or 'Released' status to be moved to an observation. 
    • The Title, Description, Location and Attachments fields are automatically populated based off the coordination issue. 

Steps

From the Procore Plugin

  1. Open Navisworks® and your model on your computer. See Getting Started Using the Procore Plugin.
  2. With the Procore tab selected, click Issues List.
  3. Hover over the issue that you want to view.
  4. Click Info.
  5. Click the vertical ellipsis  icon-ellipsis-options-menu.png  icon. 
  6. Click Move to Observation.
    Note: The Title, Description, Location, and Attachments fields are automatically populated based off the coordination issue. 
  7. Fill out the remaining fields for the observation. See Create an Observation.
  8. Click Create. 
    Note: The observation is automatically added to the Observations tool, and the status of the coordination issue is changed to 'Moved to Observation'. 

From the Coordination Issues Tool ​​​​​​

  1. Navigate to the project's Coordination Issues tool on app.procore.com.
  2. Click Info next to the issue you want to open.
  3. Click the More drop-down menu.
  4. Click Move to Observation.
    Note: The Title, Description, Location, and Attachments fields are automatically populated based off the coordination issue. 
  5. Fill out the remaining fields for the observation. See Create an Observation.
  6. Click Create. 
    Note: The observation is automatically added to the Observations tool, and the status of the coordination issue is changed to 'Moved to Observation'.