Adding an assessment to a Property / Space / Asset
In the Mobile Observations , you can add an assessment to a Property / Space / Asset.
Procedure
1. On the Observations overview page, select a relevant category (Assets / Properties / Spaces).
The List page is displayed.
2. Select a property / space / asset from the list or type (part of) the code / name of a property / space / asset. You can also scan the QR code of a property / space / asset by using the QR code scanner in the Search field.
The Summary page is displayed.
3. In the Assessments section, tap the Add assessments button.
 | Assessment definitions are filtered based on the selected property, space, or asset. Assessment definitions linked to the selected object are displayed. Assessment definitions that are not linked to a specific property, space, or asset are available for all properties, spaces, and assets. |
The Assessment definitions page is displayed.
4. Select an assessment definition from the list or type (part of) the code / name of an assessment definition in the Search field.
The Add assessment page is displayed.
Or
5. Tap Add new assessment to create an assessment without selecting an assessment definition.
The Add assessment page is displayed.
6. Select date and time for the assessment in the Assessment date & time field.
7. Enter a description of the assessment in the Description field.
8. Add comments in the Comment field, if required.
9. Select Add.
| | Questionnaires are supported for assessments. Users must complete the assessment to finalize the linked questionnaire with mandatory questions. |
It is confirmed that the assessment is added successfully.