Bulk Edit Observations

Objective

To edit basic information about multiple observations.

Things to Consider

  • Required User Permissions:

    • To bulk edit an Observation, 'Admin' level permissions the project's Observations tool.

  • Additional Information:

    • Procore does NOT send automatic email notifications when editing observations in bulk. To notify users about a change, you can:* Follow the steps in Edit an Observation instead of the ones below.
      OF* Complete the steps below. Then forward the observation to notify the desired Procore user(s). See Email Observations.

Steps

  1. Navigate to the project's Observations tool.

  2. Click the Bulk Actions drop-down menu.

    Note icon Note

    The Bulk Actions drop-down menu is only available to use users with 'Admin' level permissions on the project's Observations tool.

  3. Click Edit.

  4. Mark the checkboxes next to the observation items you want to edit.

  5. Click into a field's drop-down menu to select and apply information to the desired observations.

  6. Click Update to save your changes.