How to Create an Observation (Procore Web)
Role
Supers
DEFINITIONS
Safety Items in Procore under Observations Type
Near Miss – An occurrence, where under different circumstances could have resulted in an injury or damage.
Safety Hazard – something that needs to be corrected (i.e. housekeeping, protruding rebar, etc) – this will be our Corrective Action
Safety Notice – an advisement of paperwork required (i.e. safety plans) or an item for improvement but corrective action not immediately required
Safety Violation – a violation (i.e. no PPE, improper tie-off, etc)
Priority:
Low – 1 week time frame
Medium – 3 business days
High – 1 business day (additional follow up is required)
Urgent – immediate (immediate follow up is required)
(for high and urgent – add comments to your observation advising that you spoke to the foreman, called the trade, etc).
Steps
Select a Project from the dropdown.
Select Observations under Project Management.
Click on +Create.
Complete marked-up fields as applicable and click Create. Fields with asterisk* are required. If you create an observation within the Inspection, they will be linked.
- Select the type of safety observation
- Give the observation a title (i.e. lack of PPE, no tie off, etc)
- Select the assignee
- Select the distribution members (see end of this email for Buttcon’s internal distribution)
- Select the location (if applicable). New location can be created
- Change the due date (if required) – Procore defaults to 1 week
- Assign a priority (to stay consistent, see above for priority definitions)
- Assign the hazard (if isn’t there, leave it blank)
- Assign the contributing behavior (if isn’t there, leave it blank)
- Assign the contributing condition (if isn’t there, leave it blank)
- Type in the description.
- Add any attachments, photos, etc. (photos help a lot)
- Click Create
Select Send 1 item/send mine, as shown below.
You can add notes to the observation as you go along (i.e. if the trade calls with information, an email is sent, etc).
Procore will send out reminders to the subs (the reminders will come through at 6 a.m., so it’s best to encourage the trades to respond immediately).
Buttcon’s Distribution List:
Vice President, Construction
General Superintendent
Superintendent(s)
Construction Manager
Senior Safety Manager
Health & Safety Coordinator(s)
Any other trade personnel
Refer to the supers manual for further details regarding the Inspections Tool, see link below.