Tutorials
- 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
- Add Company Level Observation Types
- Add Project Level Observation Types
- Add Root Cause Analysis Fields
- Apply Configurable Fieldsets to Projects
- Bulk Delete Observations
- Bulk Edit Observations
- Bulk Retrieve Observations
- Close an Observation
- Configure Advanced Settings: Observations
- Copy a Configurable Fieldset
- Create a Change Event from an Observation
- Create a Company Level Observation Template
- Create a Project Level Observation Template
- Create an Observation
- Create an Observation from an Inspection
- Create New Configurable Fieldsets
- Create New Custom Fields
- Customize the Column Display in the Observations Tool
- Deactivate an Observation Template on a Project
- Delete a Company Level Observation Template
- Delete an Observation
- Delete an Observation Template from a Project
- Delete Configurable Fieldsets
- Delete Observation Types
- Delete Project Level Observation Types
- Delete Root Cause Analysis Fields
- Edit an Observation
- Edit Configurable Fieldsets
- Edit Observation Types
- Edit Project Level Observation Types
- Email Observations
- Enable the Observations Tool
- Export Observations as a PDF or CSV
- Mark an Observation Type as Inactive
- Reject an Observation
- Remove Configurable Fieldsets from Projects
- Respond to an Observation
- Retrieve an Observation From the Recycle Bin
- Search for and Filter Observations
- Update the Status of an Observation
- View an Observation
- View Observations by Type