Core TSIs : Assessments & Observations : Concepts : Observations
Observations
An observation is the objective registration of risks and opportunities arising for an enterprise.
In Planon, observations can relate to things of corporate value such as:
• properties (buildings or wings / annexes),
• spaces (offices, meeting rooms, technical spaces etc.)
• assets (such as office furniture and other inventory items, mechanical and electrical installations and building elements like tiles or frames).
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Observations can be part of an assessment, but can also be added independently, without using assessments. See the diagram in Assessments & observations in Planon.
In the Assessments and observations TSI, on the Results > Observations selection level, you can register your observations.
One selection level lower, you can add a score (at Topic level) to the observation, add a relevant follow-up action, and link photos and documents.
When you add an observation you can select one of the following types:
• General observation: generic type
• Asset observation: subtype focused on assets
• Space observation: subtype focused on spaces
• Property observation: subtype focused on properties
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•    In addition to the Assessments and observations TSI, you can also add observations in related Planon TSIs. For example: in the Assets TSI, at Asset details > Observations, or in the Properties and Property details TSI, at Property details > Observations. The Observations steps in related TSIs behave 'smartly'. They display all observations that are directly related to the selected record, for example a property, but they also display the observations on items that are indirectly related to the selected record, for example the spaces and assets in the selected property.
•    If configured in Planon's Decision Model, Asset observations can also be added by IoT business events (like sensor data for example). The Decision Model will process the events and create asset observations. Refer to the Connect for Building Advisor documentation in the Planon Marketplace for more information: Processing messages, Qualified diagnostics, Summarized diagnostics and Mapping between Planon Business Event and the Planon AssetObservations BO.
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•    If a space that is related to one or more observations is Ended, these observations will also be ended, by giving them an end date. If the space is subsequently Resumed, the observations' end dates will be cleared, making them valid to use again.
•    If an asset that is related to one or more observations is Disposed, these observations will be ended. When the asset is put back to In use, the observations' end dates are cleared, making them valid to use again. See: Observation fields.