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Procore

Create an Observation from a Location (Android)

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Objective

To create an observation from the Locations tool using an Android 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 using an Android mobile device.
  2. Choose one of the following options to select a location:
    • Scan a QR code.
      1. Tap QR Code and point your camera at the QR code. See Scan a QR Code in the Locations Tool (Android).
    • Select a location from the list manually.
      1. Select the location that you want to create an observation from.
      2. Tap Done to confirm the selected location.
  3. Tap the plus icon-plus-quick-create-mobile2.png icon.
  4. Tap Observations.

    locations-android-create-observation-from-location.png
     
  5. Select a template to use for the new item or tap + Create Observation Without a Template.
  6. Select a type for the observation.
  7. Tap into the fields to enter the appropriate information. See Create an Observation (Android).
  8. Tap Save & Finish to save the observation and return to the Locations tool.
    OR
    Tap Save & New to save your changes and begin a new observation.
    Note: The observation is automatically added to the location and the Observations tool.

See Also