• About Mobile Observations
• Features of the Mobile Observations module
• Working with the Planon - Mobile Observations
  • Viewing existing observations, assessments and asset scores on a property / space / asset
  • Adding an observation to a property / space / asset
  • Editing an observation
  • Adding communication logs to an observation
    • Adding a comment to an observation
    • Adding a document to an observation
    • Adding / uploading an image to an observation
  • Adding a score to an observation
    • Editing a score added to an observation
    • Deleting a score added to an observation
  • Linking an existing follow-up action to an observation
  • Adding a follow-up action to an observation
  • Editing a follow-up action of an observation
  • Canceling a follow-up action of an observation
  • Adding a specification to a follow-up action
    • Editing a specification added to a follow-up action
    • Editing a specification added to a follow-up action on the specification details page
    • Deleting a specification added to a follow-up action
  • Finalizing a follow-up action of an observation
  • Adding an assessment to a Property / Space / Asset
  • Editing an assessment
  • Completing an assessment
  • Browsing existing observation(s)
  • Adding an observation to an assessment
  • Linking an existing observation to an assessment
    • Unlinking an observation from an assessment
  • Answering questionnaire for an assessment
  • Adding a score for a topic on a Property / Space / Asset
  • Editing a score added to a Property / Space / Asset

About Mobile Observations

Features of the Mobile Observations module

Working with the Planon - Mobile Observations

Viewing existing observations, assessments and asset scores on a property / space / asset

Adding an observation to a property / space / asset

Editing an observation

Adding communication logs to an observation

Adding a comment to an observation

Adding a document to an observation

Adding / uploading an image to an observation

Adding a score to an observation

Editing a score added to an observation

Deleting a score added to an observation

Linking an existing follow-up action to an observation

Adding a follow-up action to an observation

Editing a follow-up action of an observation

Canceling a follow-up action of an observation

Adding a specification to a follow-up action

Editing a specification added to a follow-up action

Editing a specification added to a follow-up action on the specification details page

Deleting a specification added to a follow-up action

Finalizing a follow-up action of an observation

Adding an assessment to a Property / Space / Asset

Editing an assessment

Completing an assessment

Browsing existing observation(s)

Adding an observation to an assessment

Linking an existing observation to an assessment

Unlinking an observation from an assessment

Answering questionnaire for an assessment

Adding a score for a topic on a Property / Space / Asset

Editing a score added to a Property / Space / Asset