Apps : Planon app : Mobile observations : Working with the Planon - Mobile Observations : Adding an observation to a property / space / asset
Adding an observation to a property / space / asset
In the Mobile Observations , you can add a new observation to a Property / Space / Asset.
Procedure
1. On the Observations overview, 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 Observations section, tap the Add observation button.
If standard observations are available in the Assessments and observations TSI, the Standard observations page is displayed, listing all available standard observations. You can add an observation based on a standard observation or continue without a standard observation by selecting the Add new observation button at the bottom of the page.
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If the field Only use standard observations? is set to Yes on the Mobile Observations sub-web definition's Observations tab, you can only add an observation based on standard observation.
The Add observation page is displayed.
4. Select date and time for the observation in the Select date & time field.
5. Enter a description of the observation in the Description field.
6. Add comments and recommendations in the Comment and Recommendation fields respectively, if required.
7. Select Add.
It is confirmed that the observation is added successfully.