Observations

Create actionable items and tasks for responsible parties with overdue reminders for any phase of the job.

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About this course

Observations can encompass scopes of work including quality, safety, commissioning, warranty, and work to complete. This tool is used to assign tasks to other project team members at any phase in the project lifecycle.

 

  • Create, manage, attach drawings/photos, and assign observations to users from a mobile device or computer
  • Set a due date, distribute observations, and send email notifications to responsible parties
  • Give assignees the ability to view, respond to, and complete observations from a mobile device in the field
  • Monitor and track observations by status and type
  • Maintain a real-time history and activity feeds of all actions
  • Easily link with Locations in order to filter within a project for specific reporting

Curriculum29 min

  • Intro
  • The Value of the Observations Tool 10 min
  • Setting up the Observations Tool
  • Create Observation Templates in the Company Level Admin Tool 2 min
  • Add Observation Templates 3 min
  • Using the Observations Tool
  • Create an Observation (Mobile) 2 min
  • Respond to an Observation (Mobile) 2 min
  • Review & Resources
  • Observations Resources & Review 10 min
  • Conclusion

About this course

Observations can encompass scopes of work including quality, safety, commissioning, warranty, and work to complete. This tool is used to assign tasks to other project team members at any phase in the project lifecycle.

 

  • Create, manage, attach drawings/photos, and assign observations to users from a mobile device or computer
  • Set a due date, distribute observations, and send email notifications to responsible parties
  • Give assignees the ability to view, respond to, and complete observations from a mobile device in the field
  • Monitor and track observations by status and type
  • Maintain a real-time history and activity feeds of all actions
  • Easily link with Locations in order to filter within a project for specific reporting

Curriculum29 min

  • Intro
  • The Value of the Observations Tool 10 min
  • Setting up the Observations Tool
  • Create Observation Templates in the Company Level Admin Tool 2 min
  • Add Observation Templates 3 min
  • Using the Observations Tool
  • Create an Observation (Mobile) 2 min
  • Respond to an Observation (Mobile) 2 min
  • Review & Resources
  • Observations Resources & Review 10 min
  • Conclusion

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