Search for and Filter Observations (iOS)

Things to Consider

  • Required User Permissions

  • Additional Information:

    • The Search feature respects any selected filter parameters and will only search for items within the filtered results.

    • This item can be viewed or edited offline if it was previously viewed and cached on your mobile device. Tasks performed in offline mode sync with Procore once a network connection is reestablished.

Steps

  1. Navigate to the Observations tool using the Procore app on an iOS mobile device.

To Search for Observations

  1. Tap the Search icon-search.png icon.

    observations-ios-search-observations.png

  2. Enter the desired word or phrase. The following fields are searched for the specified keyword terms:
    Results matching your search terms will automatically appear.

    • Number

    • Type

    • Title

    • Assignee Company

    • Assignee Name

    • Location
      Note: If you filter for a top-tier location, it will not show you any sub tiers, but if you search for a top-tier location, it will show you sub locations.

To Filter for Observations

  1. Tap the Filter icon-filter2.png icon.

    observations-ios-filter-observations.png

  2. Tap the filter you would like to apply.

    • Filter by Status

      • Initiated: This displays all observations marked as 'Initiated'.

      • Ready for Review: This displays all observations marked as 'Ready for Review'.

      • Not Accepted: This displays all observations marked as 'Not Accepted'.

      • Closed: This displays all observations that are marked as 'Closed'.

    • Filter by Ownership

      • All: This displays all observations in the project that are marked as open or closed.

      • Mine: This displays only observations that are assigned to you.

    • Filter by Creator

      • This displays only the observations created by your selected user.

    • Filter by Location

      • This displays only the observations associated with your selected location.

    • Filter by Assignee

      • This displays only the observations assigned to your selected user.

    • Filter by Assignee's Company

      • This displays only the observations associated with your selected company.

    • Filter by Type

      • This displays only the observations associated with your selected type.

    • Filter by Origin

      • This displays only the observations with the origin that you selected.

  3. Tap Apply.

  4. To clear all filters, tap the Filter icon-filter2.png icon, tap Reset All Filters, and then tap Apply.

See Also

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