About Assessments and observations
Assessments & observations in Planon
Concepts
Assessment definitions
Assessments
Decision model (for Observations)
Follow-up actions
Follow-up action specifications
Observations
Observation groups
Observation priority
Standard observations
Topics
Topic levels
Topic range
Aggregated topic range
Topic scoring
Standard topic scoring
Aggregated topic scoring
Working with...
Defining topics and topic levels
Defining scoring methods
Defining a basic scoring method
Defining a matrix scoring method
Defining a technical condition scoring method
Adding an observation
Ending observations
Adding basic scores to an observation / answer line
Adding matrix scores to an observation / answer line
Configuring a topic score calculator
Adding aggregated topic ranges
Manually adding aggregated topic scores
Configuring a calculator for automatic topic score aggregation
Adding follow-up actions
Configuring follow-up action specifications
Adding follow-up action specifications
Finalizing follow-up actions
Adding an assessment definition
Adding an assessment
Fine-tuning the observations registration
Adding observation groups
Setting up an observations library - standard observations
Adding observation priorities
Planning and performing (mobile) assessments via a maintenance plan
Planning and performing (mobile) assessments via a work order
Configuring a decision model - automating topic scoring / follow-up actions
Configuring business events for observations
Configuring business events for topic scoring
Configuring business events for answer lines
Configuring business events for follow-up actions
Configuring user-defined business objects
Configuring action workers for a decision rule
Attributes overview
Field descriptions
Assessment definition fields
Assessment fields
Aggregated topic range - fields
Aggregated topic score - fields
Aggregated topic score calculator - fields
Follow-up action fields
Observation fields
Observation priority fields
Topic fields
Topic range - fields
Topic score calculator - fields