The purpose of this article is to explain how to edit the details of an observation on a plan.
You can update the details of an observation on a plan if they were entered incorrectly for instance.
- Open the desired project
- Click Plans
- Navigate and open the desired plan
- Make sure the observation icon is selected
- If required, click the Filters tab to use the available filters to narrow down your list of observations displayed on the plan
- Click the pin of an observation on the plan to view the details of the observation.
- Edit the details that are required (i.e. Status, position, assignee, etc.)