How to move an observation from a plan to another on the web application?

The purpose of this article is to explain how to move an observation from a plan to another on the web application. 

You can move an observation from a plan to another if it was entered incorrectly for instance.

  1. Click Observations
  2. Locate the observation you wish to edit
  3. Mouse over the Plan Name and click the pencil icon
  4. Select the Model/Assembly then, the new Plan Name
  5. Click Save upon completion

Note

The observation located on the source plan will be copied & pasted on the target plan. You will need to move the pin afterward, either using the Web or the Mobile application, if necessary. See the article on how to move an observation on a plan using the mobile app

 

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