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Observations are information collected from field workers on malfunctioning equipment that needs further evaluation. Depending on whether you’re on a desktop or mobile version, you can create and view or only create observations.
The observations functionality may differ depending on your project configuration.
On the Observations tab, you can:
Observations page navigation
➀ Create observations — select + Create observation to fill out an observation form. ➁ View observation details — view the details of all observations and how many new observations you have today. Available on the desktop version only. ➂ Select observations — select observation to bulk delete or send to SAP (the SAP feature must be turned on). You can delete observations in the Draft and Not sent statuses, and send observations in the Completed status only.
The SAP integration is only available for projects that are not using CDM (Core Data Model).
An observation can have one of the following statuses:
StatusMeaning
DraftThe observation is in progress.
CompletedThe user filled out all information and selected Completed.
SAP-related statuses are:
StatusMeaning
SentThe user completed the observation and sent it to SAP.
File not sentThe observation was sent to SAP but not the attached media files.
Not sentThe observation wasn’t sent to SAP.

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Create observations on mobile

If you think an asset requires attention, you can create an observation for it:
  • When working on a checklist, select (+) > Create observation.
  • In the top left, select the menu tab > Create observation.