Setting up an observations library - standard observations

Core TSIs : Assessments & Observations : Working with... : Fine-tuning the observations registration : Setting up an observations library - standard observations

You can set up a library of 'templates' for observations, to facilitate and standardize the registration of observations.

Standard observations are added in the Assessments TSI.

1. In Assessments, go to Filters > Standard observations.

2. On the action panel, click Add.

3. On the data panel, enter a Code and a Description.

4. Optional: enter a reference to an Observation group, a Comment or a Recommendation.

5. Click Save.

The standard observation can now be used when adding a new observation, via the Standard observation reference field. It will auto-populate several fields with values from the library.