从检查任务创建观察任务

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class="dekiFlash"></div></div> <h1 id="title" class="no-edit" style="visibility: visible;"> 从检查任务创建观察任务 </h1> <div class="mt-last-updated"> <strong>Last updated:</strong> <span class="modified mt-last-updated-timestamp" data-timestamp="2024-04-28T17:10:23Z"></span> </div> <div class="mt-content-header"></div> <div class="mt-content-side"></div> <div id="mt-toc-container" data-title="目录" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">目录</button> <div class="mt-toc-content mt-collapsible-section mt-toc-hide"> <ol><li><a href="#.E7.9B.AE.E6.A0.87" rel="internal">目标</a></li><li><a href="#.E8.83.8C.E6.99.AF" rel="internal">背景</a></li><li><a href="#.E9.9C.80.E8.A6.81.E8.80.83.E8.99.91.E7.9A.84.E4.BA.8B.E9.A1.B9" rel="internal">需要考虑的事项</a></li><li><a href="#.E5.85.88.E5.86.B3.E6.9D.A1.E4.BB.B6" rel="internal">先决条件</a></li><li><a href="#.E6.AD.A5.E9.AA.A4" rel="internal">步骤</a></li><li><a href="#.E5.8F.A6.E8.AF.B7.E5.8F.82.E9.98.85" rel="internal">另请参阅</a></li><li><a href="#" rel="internal"> </a></li></ol> </div> </div> <div id="page-top"> <div id="topic"> <div id="pageText"><p style="text-align:right"><span class="mt-color-808080"><sub>也可用于</sub><a title="从检查任务创建观察任务 (iOS)" href="https://zh-sg.support.procore.com/procore-mobile-ios/user-guide/inspections-ios/tutorials/create-an-observation-from-an-inspection-ios" rel="internal"><img class="internal default" alt="ios-gray-icon.jpg" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/10066/ios-gray-icon.jpg?revision=1" /></a> <a title="从检查任务创建观察任务 (Android)" href="https://zh-sg.support.procore.com/procore-mobile-android/user-guide/inspections-android/tutorials/create-an-observation-from-an-inspection-android" rel="internal"><img class="internal default" alt="android-gray-icon.jpg" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/9895/android-gray-icon.jpg?revision=1" /></a></span></p> <div mt-section-origin="products/online/user-guide/project-level/inspections/tutorials/create-an-observation-from-an-inspection" class="mt-section" id="section_1"><span id=".E7.9B.AE.E6.A0.87"></span><h2 class="editable">目标</h2> <p>从检查任务创建观察任务。</p> </div><div mt-section-origin="products/online/user-guide/project-level/inspections/tutorials/create-an-observation-from-an-inspection" class="mt-section" id="section_2"><span id=".E8.83.8C.E6.99.AF"></span><h2 class="editable">背景</h2> <p>如果任务有缺陷或需要检查任务联系人完成后续工程，你可能希望通过检查任务创建观察任务。如启用，在将检查任务项标记为未通过后，系统可能会提示自动创建观察任务。请参阅<a title="配置高级设置：项目级别检查任务" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/inspections/tutorials/configure-advanced-settings-project-level-inspections#Configure_the_Inspections_Tool's_Settings" rel="internal">配置高级设置：项目级别检查任务</a>。</p> </div><div mt-section-origin="products/online/user-guide/project-level/inspections/tutorials/create-an-observation-from-an-inspection" class="mt-section" id="section_3"><span id=".E9.9C.80.E8.A6.81.E8.80.83.E8.99.91.E7.9A.84.E4.BA.8B.E9.A1.B9"></span><h2 class="editable">需要考虑的事项</h2> <ul> <li><strong>所需用户权限：</strong> <ul> <li>项目级别检查任务工具的“标准”或“管理员”级别权限。<br />而且</li> <li>项目观察任务工具的“标准”或“管理员”级别权限。</li> </ul> </li> <li><strong>其他信息：</strong> <ul> <li>当从检查任务创建观察任务时，将有一个名为来源的字段，该字段将提供指向创建观察任务的检查任务的链接。</li> <li>还可以从观察任务工具<a title="创建观察任务" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/observations/tutorials/create-an-observation" rel="internal">创建观察任务</a>。</li> <li>如果从检查任务中创建观察任务，则不会自动发送该项。如果你有等待发送的观察任务，你会在“观察任务”工具页面顶部看到“需要进行操作”横幅。你可以直接从横幅发送项。</li> </ul> </li> </ul> </div><div mt-section-origin="products/online/user-guide/project-level/inspections/tutorials/create-an-observation-from-an-inspection" class="mt-section" id="section_4"><span id=".E5.85.88.E5.86.B3.E6.9D.A1.E4.BB.B6"></span><h2 class="editable">先决条件</h2> <ul> <li>要查看创建观察任务按钮，你必须将<a title="观察任务" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/observations" rel="internal">观察任务工具</a>添加到你的项目中。请联系 Procore 联系人，请求将观察任务添加到贵公司的 Procore 账户。</li> <li>检查任务必须具有"未完成"状态。<br /> <em>注意</em>:"已关闭"或"审核中"状态将不显示创建观察任务的选项。</li> </ul> </div><div mt-section-origin="products/online/user-guide/project-level/inspections/tutorials/create-an-observation-from-an-inspection" class="mt-section" id="section_5"><span id=".E6.AD.A5.E9.AA.A4"></span><h2 class="editable">步骤</h2> <ol> <li>导航到项目级别<strong>检查任务</strong>工具。</li> <li>点击要从中创建观察任务的检查任务旁边的<strong>查看</strong>。</li> <li>滚动到相关检查任务并点击 <img class="internal default" style="width: 17px; height: 17px;" width="17px" height="17px" alt="icon-info3.png" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/12301/icon-info3.png?revision=1&size=bestfit&width=17&height=17" /> <strong>活动。</strong></li> <li>点击<strong>加号<img class="internal default" style="width: 18px; height: 18px;" width="18px" height="18px" alt="icon-plus.png" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/12320/icon-plus.png?revision=1&size=bestfit&width=18&height=18" /></strong>图标并选择<strong>创建观察任务</strong>。<br /><em>注意：</em>当你将检查任务项标记为“失败”时，系统可能会提示你自动创建观察任务。请参阅<a title="配置高级设置：项目级别检查任务" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/inspections/tutorials/configure-advanced-settings-project-level-inspections#Configure_the_Inspections_Tool's_Settings" rel="internal">配置高级设置：项目级别检查任务</a>。</li> <li><span><span>通过在窗口中填写信息来创建观察任务。</span></span> <ul> <li><strong><span>类型</span></strong><span><strong>:</strong>选择最适合观察任务分类的类型。该类型将帮助你根据观察任务类型进行筛选和报告。创建观察任务时，不会对将出现哪些字段产生任何影响。请参阅</span><a title="默认观察任务类型有何用途？" href="https://zh-sg.support.procore.com/faq/what-are-the-default-observation-types-used-for" rel="internal"><span><span>默认观察任务类型有何用途？</span></span></a></li> <li><span><strong>状态:</strong>设置观察任务的状态。</span> <ul> <li>已<strong><span>启动</span></strong><span><strong>:</strong>当创建观察任务时，任务设置为"已启动"。这意味着已在任务分配 对象中建立观察任务，并正在等待任务分配对象做出答复。</span></li> <li><strong><span>可供审核</span></strong><span><strong>:</strong>任务分配 对象分配对象对观察任务采取行动后（无论是通过修复缺陷、解决安全问题等），会将状态更改为"可供审核"来答复观察任务。这会通过电子邮件，通知创建者观察任务已准备好供其审核。</span></li> <li><strong><span>未接受</span></strong><span><strong>:</strong>创建者审核工程后，可能会将其标记为"未接受"。这意味着创建者认为工作未解决。将观察任务放回任务分配对象。</span></li> <li><strong><span>已关闭</span></strong><span><strong>:</strong>创建者审核工程后，可能会将其标记为"已关闭"。这意味着创建者视为工作已解决和获批，并已关闭该项。</span></li> </ul> </li> <li><strong><span>标题</span></strong><span><strong>:</strong>为观察任务添加标题以宣布一般主题。这将自动填充检查任务名称。<br /><strong><em>重要提示:</em></strong>观察任务的标题不能超过 255 个字符。</span></li> <li><strong><span>优先级</span></strong><span><strong>:</strong>选择此项的优先级。这不会改变观察任务的显示方式或地点。但是，它将告诉责任方该项的紧急程度。</span></li> <li><strong><span>数量</span></strong><span><strong>:</strong>根据你和你的团队在 Procore 中创建的观察任务数量，观察任务数量将自动填充为下一个数字。你可以根据需要编辑。</span></li> <li><strong><span>行业</span></strong><span><strong>:</strong>为此观察任务选择相关的行业。它表示解决观察任务涉及哪个行业。在公司 级别 管理员标签页中的"行业 配置"下设置行业。请参阅</span><a title="添加或删除行业" href="https://zh-sg.support.procore.com/products/online/user-guide/company-level/admin/tutorials/add-a-custom-trade" rel="internal"><span><span>添加或删除行业</span></span></a><span>。</span></li> <li><strong><span>地点</span></strong><span><strong>:</strong>选择发现观察任务的地点。这将自动填充检查任务的地点。</span> <a title="如何将多层地点添加到项？" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/admin/tutorials/add-a-multi-tiered-location-to-an-item" rel="internal"><span><span>如何将多层地点添加到项目？</span></span></a></li> <li><span><strong>规范分项:</strong>选择与此观察任务关联的规范分项。 如果检查任务具有与其关联的规范分项，这将自动填充到观察任务中。</span></li> <li>任务<strong><span>分配对象</span></strong><span><strong>:</strong>选择将完成观察任务所需工程的用户。这将自动填充检查任务的"联系人"。<br /><em>注意:</em>如果指定为检查任务联系人的人员拥有"标准"或更高级别的权限，则该人员的姓名将作为新观察任务中的任务分配对象字段预先填写。如果指定为检查任务联系人的人员拥有"只读"权限或更低权限，则新观察任务上的任务分配对象字段将为空白。</span></li> <li><strong><span>分发</span></strong><span><strong>:</strong>将人员添加到通讯名单中，当观察任务的状态更改或有人添加备注时，你希望其收到更新电子邮件。<br /><em>注意:</em>如果你希望某些人员始终在观察任务的通讯名单中，你可以将他们添加到配置设置中的默认通讯名单中。</span></li> <li><strong>截止日期：</strong>从日历中选择一个观察截止日期。<br /><em>注意：</em>“截止日期”字段会根据观察任务工具的“配置设置”页面上指定的默认天数自动填充。请参阅<a title="配置高级设置：观察任务" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/observations/tutorials/configure-advanced-settings-observations" rel="internal">配置高级设置：观察任务</a>。截止日期还会考虑到哪些日期被设置为项目的“工作日”。请参阅<a title="设置项目工作日" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/admin/tutorials/set-project-working-days" rel="internal">设置项目工作日</a>。</li> <li><strong><span>私密</span></strong><span><strong>:</strong>如果希望观察任务管理员用户、任务分配对象和任务分配 对象上的人员可以查看此观察任务，请选中此复选框。</span></li> <li><strong><strong>描述</strong>:</strong>为观察任务添加描述，详细说明报告或完成工程所需的相关信息。</li> <li><strong><span>附件</span></strong><span><strong>:</strong>点击添加文件，从 Procore 或本地计算机中选择文件，或通过拖放到灰色框中，附加相关信息，如照片或质量保修文档。</span></li> <li><strong><strong>危害</strong>：</strong>选择与观察任务相关的危害。</li> <li><strong><strong>影响条件</strong>：</strong>选择与观察任务相关的影响条件。</li> <li><strong><strong>影响行为</strong>：</strong>选择与观察任务相关的影响行为。</li> </ul> </li> <li><span>点击<strong>创建</strong>。</span></li> <li>观察现在将出现在检查任务的活动 提要和观察任务工具的观察任务日志中。 请参阅<a title="查看检查任务中项的活动提要" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/inspections/tutorials/view-the-activity-feed-of-items-in-an-inspection" rel="internal">查看检查任务中项的活动提要</a>。<br /> <em>注意:</em>指向创建观察任务的检查任务的链接将出现在观察任务的"来源"字段中。</li> </ol> </div><div mt-section-origin="products/online/user-guide/project-level/inspections/tutorials/create-an-observation-from-an-inspection" class="mt-section" id="section_6"><span id=".E5.8F.A6.E8.AF.B7.E5.8F.82.E9.98.85"></span><h2 class="editable">另请参阅</h2> <ul> <li><a title="创建观察任务" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/observations/tutorials/create-an-observation" rel="internal">创建观察任务</a></li> <li><a title="默认观察任务类型有何用途？" href="https://zh-sg.support.procore.com/faq/what-are-the-default-observation-types-used-for" rel="internal"><span><span>默认观察任务类型有何用途？</span></span></a></li> </ul> </div><div mt-section-origin="products/online/user-guide/project-level/inspections/tutorials/create-an-observation-from-an-inspection" class="mt-section" id="section_7"><span id=""></span><h2 class="editable"> </h2> <style>/*<![CDATA[*/body #deki-page-title::before {content: url("/@api/deki/pages/:ccaec8e887044385a1dfc2a3a0f71434/files/=tool-icon_inspections_web-project-level.png");}/*]]>*/</style> <div class="mt-contentreuse-widget" data-page="Media_Library/Language_Specific_Media/Reusable_Snippets/Marketing_Snippet" data-section="检查任务" data-show="false"> </div> </div></div> </div> </div> <div class="mt-content-footer"></div> <ol 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从检查任务创建观察任务 - Procore