Filter, View, and Export Observations

Filter Observations list

• Go to Observations from the side menu
• Filter the list by:
  • Status (Open, Closed, Overdue, etc.)
  • Date raised
  • Date due
  • Date resolved
  • Source (Observation, Inspection, Meeting, etc.)
  • Priority (Low, Medium, High, Critical)
  • Observation Category
  • Observation Type
  • Classification (Negative, Neutral, Positive)
  • Location
  • Assignee
  • Employer Function
  • Raised by
• Use Sort by to reorder the resulting list
• Use Reset all filters to return to the default view (All Open)

Export

• Apply any filters necessary
• Select Download > Spreadsheet or PDF