Co-ordination Issues: Move Co-ordination Issues to Observations

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: January 13, 2020 / Feature Released: January 17, 2020

Create New Observations Directly from Co-ordination Issues

Procore has released a new feature that allows you to move co-ordination issues from the Co-ordination Issues tool to observations in the Observations tool. See Move a Co-ordination Issue to an Observation. This is useful if a co-ordination issue is no longer considered an active issue on the co-ordination side, but still needs to be tracked and resolved by site teams later on. It also helps bridge the gap between field and design management teams and creates a process for signing off on models. Moving a co-ordination issue to an observation ensures that important information, such as snapshots and the location, is pulled into the observation for site teams to be able to reference.

This feature is available in the Co-ordination Issues tool on app.procore.com, as well as the Procore plugin in Navisworks®. To create an observation from a co-ordination issue, the issue must be in the 'Open' or 'Released' status and you must have 'Admin' permissions to the Co-ordination Issues tool and 'Standard' or 'Admin' permissions to the Observations tool. After clicking Move to Observation, a new modal opens, which allows you to create the new observation without needing to navigate to the Observations tool (see image below).
Note: The Title, Description, Location and Attachments fields are automatically populated based off the co-ordination issue.

Note: The original co-ordination issue will still exist in the Co-ordination Issues tool, but the status will change to 'Moved to Observation'. This action will also be recorded in the Activity Feed of the co-ordination issue.