Creating an Observation on Mobile
Press the “+” icon to create an Observation.
Select one of the two options:
- Positive Observation
- Risk Observation
On the Observation Form, begin by selecting a project.
Fill out the following fields:
- Status: the default status is “New” but can be edited at time of creation (tip: you can even create an Observation in a “Closed” state if the issue was corrected in the field at the time of Observation)
- Hazard Category: mark what kind of a hazard was observed
- Identification Method: select the method used to identify the behavior observed
- Trade Partner: if applicable, select the corresponding trade partner
- Observation Notes: provide details and a brief description
- Photos: add one or more photos (optional)
- Severity: select the severity of the issue (not applicable for Positive Observations)
- Frequency: select the likelihood of how frequently the issue occurs (not applicable for Positive Observations)
- Recommended Action: if applicable, describe what you recommend to address the behavior or issue
- Assignee: assign this observation to a user (optional)
- Due Date: assign a due date for addressing the observation (optional)
- Great Catch: mark this observation as “Great Catch” (optional)