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Raise and Manage Observations During Inspections
- Create a new Observation:
- if an answer within a Checklist requires an Observation, this will happen automatically
- if an answer within a Checklist allows but doesn't require an Observation, click the + next to the Observations section under the question
- if the Observation isn't related to a specific question, click the + next to Other Observations at the bottom of the form
- (optional) Upload the Observation photos and annotate them
- Choose an Observation Type
- Mark the observation classification as Positive, Negative or Neutral
- Add details:
- (optional) Description
- (optional) Location
- Assignee
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Priority (negative observations only)
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Due Date (by default, auto-fills based on priority)
- Select below options if required:
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Already Resolved - log the observation without assigning for rectification
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Require Fix Photo - prevents submission of resolution without a photo
- Choose to Add Another if creating multiple Observations in a row, and select which fields to lock
- Click Save Observation