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Procore (en-CA)

Bulk Edit Observations

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Objective

To edit basic information about multiple observations.

Things to Consider

  • Required User Permissions:
    • To edit any observation, 'Admin' on the project's Observations tool.
    • To edit observations that you have created, 'Standard' on the project's Observations tool. 
  • Additional Information:
    • If you create an observation without an assignee, no notification will be sent. If you edit the observation, add an assignee and save, an email notification will be sent automatically.

Steps

  1. Navigate to the project's Observations tool.
  2. Click the Bulk Actions dropdown menu.
  3. Click Edit.
  4. Mark the checkboxes next to the observation items you want to edit.
  5. Click into a field's dropdown menu to select and apply information to the desired observations.
  6. Click Update to save your changes.