Before starting to use the Observations module, Observation Types need to be configured.
Note: only company-level Admin users can configure Observation Types.
- Log into HammerTech
- Go to Administration > Observation Types
- Click the blue plus button on the top right
- If configured, select the Category the new type will belong to
(see Observation Categories for more info) - Enter the Name
- Select the colour that would represent the Observation Type
- Tick the Classifications you want to be available for the new Observation Type
- If configured, select the Employer Functions that would be suggested as assignees
(see Employer Functions for more info) - If needed, set the priority that would be suggested as default, and tick the Force Priority checkbox if you want all Observations of this type to be of the suggested priority.
- Select which module the Observations of this type can be raised from, and whether Employer Users and Workers will be able to raise them
- Create any Custom Fields you want to be completed when an Observation is raised and/or closed out
(for more information on Custom Fields, see here: Custom Fields Explained) - Click Create to save the new Observation Type
Once created, the new Observation Type will show in the list view with some basic information.
If needed, this list can be filtered by category or classification using the buttons above the list, or reordered by clicking on the name of a column.