Observations
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Overview
Observations can encompass scopes of work including quality, safety, commissioning, warranty, and work to complete. This tool is used to assign tasks to other project team members at any phase in the project lifecycle.
- Create, manage, attach drawings/photos and assign observations to users from a mobile device or computer
- Set a due date, distribute observations and send email notifications to responsible parties
- Give assignees the ability to view, respond to, and complete observations from a mobile device in the field
- Monitor and track observations by status and type
- Maintain a real-time history and activity feeds of all actions
- Easily link with Locations in order to filter within a project for specific reporting
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- Add Project Level Observation Types
- Add a Comment to an Observation
- Add a Multi-Tiered Location to an Item
- Add a Photo to an Observation so that it Populates in the Photos Tool
- Add a Related Item to an Observation
- Bulk Delete Observations
- Bulk Edit Observations
- Bulk Retrieve Observations
- Close an Observation
- Configure Advanced Settings: Observations
- Create a Change Event from an Observation
- Create a Project Level Observation Template
- Create an Observation
- Create an Observation from an Inspection
- Customise the Column Display in the Observations Tool
- Deactivate an Observation Template on a Project
- Delete Project Level Observation Types
- Delete an Observation
- Delete an Observation Template from a Project
- Edit Project Level Observation Types
- Edit an Observation
- Email Observations
- Enable the Observations Tool
- Export Observations as a PDF or CSV
- Reject an Observation
- Respond to an Observation
- Retrieve an Observation From the Recycle Bin
- Search for and Filter Observations
- Update the Status of an Observation
- View Observations by Type
- View an Observation
- Add Observations to a Drawing (iOS)
- Add a Comment to an Observation (iOS)
- Close an Observation (iOS)
- Create Items from Photos (iOS)
- Create Observations from a Model (iOS)
- Create an Observation (iOS)
- Create an Observation from an Inspection (iOS)
- Create an Observation with Quick Capture (iOS)
- Download Observation Items (iOS)
- Edit an Observation (iOS)
- Email an Observation (iOS)
- Link Observations to a Drawing (iOS)
- Respond to an Observation (iOS)
- Search for and Filter Observations (iOS)
- View an Observation (iOS)
- Add Observations to a Drawing (Android)
- Add a Comment to an Observation (Android)
- Close an Observation (Android)
- Create Items from Photos (Android)
- Create an Observation (Android)
- Create an Observation from a Location (Android)
- Create an Observation from an Inspection (Android)
- Create an Observation with Quick Capture (Android)
- Edit an Observation (Android)
- Email an Observation (Android)
- Respond to an Observation (Android)
- Search for and Filter Observations (Android)
- View an Observation (Android)