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Observations

Observers play a crucial role in ensuring the quality of work by making random site visits and creating observations related to the work completed on milestones.

  • Observations can be created using both the web application and the mobile application.

Observation Creation in the Web Application

Steps to Create an Observation:

1. Login to the Web Application:

  • Use your credentials (email and password) to log in.

2. Navigate to the Observation Section:

  • Select a Project.
  • Go to the Left Menu and click on Observation.

3. Create a New Observation:

  • Click on the Create Observation button.
  • Fill in the following details:
    • Observation Name*
    • Observation Type*
    • Add Milestone*
    • Assign To
    • Start Date
    • End Date
    • Description
  • Click on the Save button to create the observation.

Observation Details Page

The Observation Details Page displays all the observation information and includes the following features:

1. Attachments:

  • Displays all attachments added during observation creation and while adding resolutions.

2. Activities:

  • Displays all activities related to the observation.

3. Resolution:

  • Displays resolutions added to the observation through the mobile application.

Observation Creation in the Mobile Application

Steps to Create an Observation:

1. Log in to the Mobile Application:

  • Use your email and password to log in.

2. Navigate to Observation Creation:

  • Go to the footer section.
  • Click on the New Actions icon and select Log Observation.

3. Fill in Observation Details:

  • Observation Name
  • Observation Type
  • Select a Project
  • Select Milestone
  • Select Priority
  • Assign To
  • Start Date
  • Due Date
  • Comments

3. Add Attachments:

  • Attach files such as images or videos.

4. Save the Observation:

  • Click on the Create button to save the observation.

Adding Resolution Comments

Once an observation is created, the milestone owner is notified via a push notification.

Steps to Add a Resolution Comment (Mobile Application):

1. Log in to the Mobile Application:

  • Use your email and password.

2. Access the Observation Section:

  • Go to the footer section and click on the Observations menu icon.
  • Select the created observation by clicking on its name.

3. Add a Resolution Comment:

  • In the Observation Details page, click on the Resolution Comments tab.
  • Enter your comment.
  • Attach any relevant files (e.g., images or documents).
  • Click on the Send button to submit the resolution.