Create and view observations¶
:::caution Early adopters
The features described in this section are currently available to early adopters only and are subject to change.
:::
Observations are information collected from field workers on malfunctioning equipment that needs further evaluation. Depending on whether you're on a desktop or mobile version, you can create and view or only create observations.
Create and view observations on desktop¶
On the Observations tab, you can:
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View the details of all asset observations and how many new observations you have today. Available on the desktop version only.
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Create observations by selecting +Create observation. All observations are saved as drafts until you select Complete.
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Edit observations that haven't been sent to SAP (the SAP feature must be turned on). Only completed observations can be sent to SAP.
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Delete observations in the Draft and Not sent statuses.
An observation can have one of the statuses:
| Status | Meaning |
|---|---|
| Draft | The observation is in progress. |
| Completed | The user filled out all information and selected Completed. |
| Sent | The user completed the observation and sent it to SAP. |
| File not sent | The observation was sent to SAP but not the attached media files. |
| Not sent | The observation wasn't sent to SAP. |
Create observations on mobile¶
If you think an asset requires attention, you can create an observation for it:
- When working on a checklist, select (+) > Create observation.
- In the top left, select the menu tab > Create observation.