Adding an observation
Before you start: make sure that relevant Topics are configured. If you want to apply scoring to your topics, also make sure that a scoring method has been configured in the Topics TSI (basic or matrix).
If applicable, configure Standard observations and Observation groups.
You can add observations to an assessment, but it is also possible to register single observations on a property, space or asset, without a linked assessment. These single observations can later be used as input to set up a library of Standard observations and to set up Observation groups.
 | Ad-hoc observations can be added in the Assessments TSI, but also in other TSIs: • to a property, in the Property details TSI, • to an asset, in the Assets TSI. |
Procedure
1. In Assessments, skip the levels prior to Results to add an ad-hoc observation or - if you want to add the observation to an assessment - select a relevant assessment definition and a relevant assessment first.
2. Go to the > selection step.
3. On the action panel click Add [type of observation].
There are various types of observations you can add: General observations, Asset observations, Space observations and Property observations.
5. Click Save.
6. If applicable, link the follow-up action to one or more observations, by clicking Link follow-up actions on the action panel.
To add topic scores to the observation, you can either click the Add topic scores action on the action panel and enter the relevant data, or proceed on the Details level > Scoring step. You can also add follow-up actions to the observation on the Details level > Follow-up actions step.