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Action Plans: Add Observations as a Reference and Record

This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: May 08, 2023


Connect Observations with Action Plans

Procore has added the ability to add observations as a reference and a record in Action Plans.

When creating an Action Plan, users can provide observations as a reference for those performing an Action Plan. Additionally, users can request observations as a part of an item’s completion. Those performing the Action Plan can attach the requested observations so that all relevant information is linked to the Action Plan


Request Observations as record:


Add Observations as a record: