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Observations

Observations can be used to assign tasks to other project team members. These observations can encompass

scopes of work including quality, safety, commissioning, warranty, and work to complete. Unlike the Punch

List tool, Observations is designed to be used at any phase in the project lifecycle.

Creating and Completing an Observation on the iPad

In the observations tool, you will see all the observations that have been issued and are open. You can create an

observation from the drawings tool which is recommended so it can be seen on the drawings. On any drawing

you can tap on the drawing and tap on the observation button.

After tapping on the observation icon, you can tap anywhere on the drawing you want to show it. A screen will

appear for you to be able to link a current observation created from the desktop or another tool or you can create

a new one by tapping “+ create without a template.” The screen will show the recent created observations for

you to choose one if you are wanting to link one.

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If you are creating a new observation, you will first tap on what type of observation it is. Most common

observations are corrective actions or deficiencies.

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Once a type is selected, a new screen will appear to which you will fill out what you can including attach any

files or take photos with it. You will have to assign it to someone to create it.

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Once everything is correct and filed out as much as possible, you will tap on “Save.” The observation will now

appear on the drawing selected with the observation you just created or linked.

Once the observation is complete or need to update the status, the assignee or an admin to the observation tool

can tap on the observation to fill it out. Once the screen appears, you will tap on the square with a pen on it to fill

in a response.

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A screen will pop up to which you can say what was done or give an update then can take or add a picture or

document to the response. Once the file has been added, you will tap “Send.”

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You will be taken back to the main screen of the observation to which you will the tap “initiated” drop down.

You will see your response on the bottom under “Activity.” You can select for it to be ready to review, not

accepted or close the observation. It is suggested if the field guys are the ones filling out the observation that they

select “Ready for Review” so you can decide whether to close it or say the work is not accepted.

Once closed, the observation will appear grey on the screen.

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You can also create this observation tool within the observation tool on the iPad but will have to go on the

drawings tool for it to show on the drawings. The screens to fill out will be the same as done on the drawing tool.

That is why it is suggested to do the observation in the drawings tool. You will click on the “+” on the upper

right hand to start one then fill out the same fields as above.

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Creating Observation on the Desktop

Observations can be created and seen on the desktop version. This way can be easier to create if you received

something for the GC like a deficiency and able to attach the document of files on the observation then link it to

the drawing as shown above. You can get to Observation by clicking on the “Project Tools” drop down.

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You will see all the observations that have been created on the project. To create a new observation, you will

click on “+ Create.”

You will then fill out the appropriate fields to which you must assign the observation for someone to complete.

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You can add a description of the observation that was taken and attach any relevant pictures or documents you

find relevant that the guys in the field need to see. Once everything is accurate and complete, you will click on

“Create.”

Once created, you can create as many as needed if there were several observations needing to be corrected or

noted. Once they are all filled out, you can go back to the observations home back and click “Send all # Items”

to send to the assignees. The observations will not get issued out unless this is done.

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Once the observations are sent, it is best to review and close the observation using the iPad which is shown above.

Once completed, you will be able to click on the individual observations and send it out to anyone that needs to

see that it is completed.

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