Create and Assign Observations

Create from Observation menu

1. Go to Observations
2. Click the + on the top right
3. Add photos (up to 10) and annotate if necessary
4. Select:
   1. Observation Type
   2. Classification
   3. Description (enter manually or use a template)
   4. Location
   5. Assignee
   6. Due date and Priority
5. Mark the Observation as Already Resolved if needed, and upload pictures of fix
6. Click Create

When creating multiple Observations in a row, lock the fields you want to stay the same and use Add Another to streamline the process.

Create using HammerTech Intelligence (HTI)

Note: HTI must be enabled for your environment to have this option available.

• Go to Observations and click the + button
• Upload the photos
• Select the photo that best represents the issue and select Scan with HTI
• Review all the pre-filled fields and confirm the analysis is correct
• Click Create

Raise an Observation from an Inspection

• Use the + Observation button under a checklist item, or the + button in the Other Observations section
• Fill out all the necessary fields
• Click Save Observation

Observations raised from within an Inspection will be saved as Drafts until you select to either Send Interim Observation(s) or Complete Inspection.