Observations
Observations
Learn which user permissions are required to take the described actions in this tool.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Observations tool?
Action | None | Read Only | Standard | Admin | Notes |
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Add a Related Item to an Observation |
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Add Project Level Observation Types |
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| Company level Observation Types are managed at the Company level Admin tool. | |
Can Be Included on the Distribution List |
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Configure Advanced Settings: Observations |
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| Observations creators can edit observations they created and change status to any status, close, and comment on their observation line items. | ||
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| 'Standard' users will also need 'Standard' permission to the Inspections tool. | ||
Create a Project Level Observation Template |
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Customize the Column Display in the Observations Tool |
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Delete and Retrieve Observations |
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Delete Project Level Observation Templates |
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Delete Project Level Observation Types |
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| Company level Observation Types are managed at the Company level Admin tool. | |
Edit Project Level Observation Templates |
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| Company level Observation Types are managed at the Company level Admin tool. | |
Edit Project Level Observation Types |
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Email an Observation |
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Email All Observations |
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Email My Observations |
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Export Observations as a PDF or CSV |
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Respond as Observation Assignee |
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Update Observation Status to Ready for Review and Comment |
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| 'Read Only' and 'Standard' users with the granular permission to 'Update Status and Comment on Observations Assigned to Users within Same Company' can update the status to 'Ready for Review' | |
Update Open Observation Status and Comment |
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View the Activity Stream of an Observation |
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View Change History |
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| Users can view private observations without the granular permission if they created the item, set as the assignee, or are on the distribution list. | ||
View Observations by Type |
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