Create an Observation from an Inspection

You may want to create an observation from an inspection if a task is deficient or requires follow up work to be completed by the inspection's point of contact. If enabled, you might be prompted to create an observation automatically after marking an inspection item as Failed. See Configure Advanced Settings: Project Level Inspections.

• Required User Permissions

• Additional Information:

  • When you create an observation from an inspection, there will be a field called Origin that will provide a link to the inspection from which the observation was created.

  • You can also Create an Observation from the Observations tool.

  • If you create an Observation from an Inspection, the item will not send automatically. If you have an observation that is waiting to be sent, you will see an 'Action Required' banner at the top of the Observations tool page. You can send the item directly from the banner.

• To see the Create Observation button, you must add the Observations tool to your project. Contact your Procore point of contact to request to add Observations to your company's Procore account.

• The inspection must have an 'Open' status.

1. Navigate to the Project level Inspections tool.

2. Click View next to the inspection you want to create an observation from.

3. Scroll to the relevant inspection task and clickActivity.

4. Click the plusicon and select Create Observation.

5. Create your observation by filling in the information in the window.

6. Click Create.

7. The observation will now appear in the activity feed of the inspection task and the observation log of the Observations tool. See View the Activity Feed of Items in an Inspection.