Adding observation groups
Observations can be continuously added to Planon:
• as single observations about an asset or a property,
• as feedback on an assessment,
• as a standard observation in an observations library.
The (standard) observations may grow very fast in number, so it is recommended to group them in Observation groups. That will help users find them more easily. Observation groups are hierarchical elements with a maximum of 3 levels.
 | The reference to a topic may also be helpful as search criterion, but observations are not restricted to a single topic. That is where the observation groups will help users find the observation they are looking for. However, there may be some overlap between topics and observation groups. |
Procedure
1. Go the Assessments TSI.
2. Select > .
3. On the action panel, click Add.
4. On the data panel, enter a Hierarchical code (if it is not auto-generated), a Code, a Description and any relevant Translated names for the new record.
5. Click Save.
The observation group(s) can now be used as filter criterion when drilling down in the TSI. Proceed with adding sub observation groups as required.