Create & Edit Observation Phases / Types, Issuers, and Positions

The purpose of this article is to create and edit observations phases/types, issuers and positions. 

To use the Observations module, it is required to set up Phases / Types, Issuers, and Positions.

1. Click Setup
   
   
   
   
2. In Project Details, expand the Observations section to view:
   
   
   • Phases / Types - classify observations by creating a list of observation phases and/or types (i.e. Pre-handover, Handover, Snag, Defect, Punchlist, etc.)
   • Issuers - define the issuers who will be able to create observations (i.e. Builder, Client, Subcontractor, etc.)
   • Positions - add actual positions to make it easier to add observations (i.e. Wall, Floor, Ceiling, etc.). It is possible to import positions via templates.
     
     
3. To add a Phase / Type, an Issuer, or a Position, click the  button located next to the corresponding item
4. Enter a name
5. Click Save
   
   
   

If you wish to edit a Phase / Type, an Issuer, or a Position:

1. Click the  button next to the corresponding existing item
2. Edit the name

Click Save

Next Step

• Create Workflows for Observations