Edit an Observation

• Required User Permissions

• Additional Information:

  • If you create an observation without an assignee, no notification will be sent. If you edit the observation, add an assignee, and save, an email notification will be sent automatically.

1. Navigate to the project's Observations tool.

2. Click into an editable field and enter the updated information.
   OR
   Click Edit next to the item you want to edit.

3. Update any editable field. See Create an Observation for descriptions of each field.
   Note: If you attempt to edit the Number field with a number that is assigned to an existing observation, you will receive a warning message upon clicking Update. You will not be able to update the observation until you select an unused number.

4. Click Save to save your edits.

Bulk Edit Observations

1. Navigate to the project's Observations tool.

2. Click the Bulk Actions drop-down menu.

    Note

   The Bulk Actions drop-down menu is only available to use users with 'Admin' level permissions on the project's Observations tool.

3. Click Edit.

4. Mark the checkboxes next to the observation items you want to edit.

5. Click into a field's drop-down menu to select and apply information to the desired observations.

6. Click Update to save your changes.