Client/Consultant Procore - Observations

Modified on Mon, 15 Apr, 2024 at 9:48 AM

Observations

Observations are generally created for Inspection items that require actioning or for any actionable notes during a site walkthrough.

Note: This process is the same for the mobile app


In the Procore Observation tool click +Create 

  • Select the relevant type
     
  • Leave the status as Initiated 

  • Title: a few words to describe the item 

  • Assignee: Cook Brothers Site Manager or Leading Hand 

  • Distribution: Cook Brothers Site Manager, Cook Brothers Project Manager, and Cook Brothers Leading Hand

  • Enter the relevant Contributing Condition and Behavior

  • Select the relevant Hazard type

  • Description: summary of the hazard 

  • Attach any photos of the hazard/item 

  • Create 

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