About the Modernized Observations List View

Overview

The Modernized Observations List View transforms the Observations tool from a static log into a dynamic, customizable command center. By combining advanced filtering, grouping, and flexible layout customization, you can tailor the list view to fit your exact business needs and streamline everyday workflows.

Key Features

Customize the list layout by selecting, sorting, filtering, and rearranging columns.
Save and recall your favorite combinations of columns, filters, sorting, and grouping to eliminate the need for repetitive setup.
Clean up data and manage lists faster with bulk editing options.

Things to Consider

Required Permissions for Saved Views: Show / Hide Details

To create, edit, view, or delete Personal Views: 'Read Only' or higher level permissions to the Project level Observations tool.
To create, edit, or delete Project Views: 'Admin' level permissions to the Project level Observations tool.
To create, edit, or delete Company Views: 'Admin' level permissions to the Company level Admin tool.
To view Project or Company Views: 'Read Only' level permissions or higher to the Observations tool.

General Tool Permissions: Show / Hide Details

The Smart Grid respects all of your existing tool permissions:
- Admin: Can configure settings, create, edit, delete observations, and apply all bulk actions.
- Standard: Can view and edit assigned observations, and utilize personalized saved views.
- Read-Only: Can view observations and apply filters/sorting for their own active session, but cannot make changes.

Observations List View Walkthrough

Navigating the List View

The modernized grid introduces a clean layout that brings features previously hidden in separate tabs directly into your main workspace.

The Main View: A consolidated single-list interface. The legacy Group by Type tab has been removed and integrated directly into the grid as a flexible dynamic view.
Dynamic Grouping: To recreate the old 'Group by Type' layout, simply use the Grouping dropdown menu at the top of the grid and select Type.
Key Filters & Sorting: You retain full feature functionality. You can sort and filter by any standard field (e.g., Status, Assignee, Location) directly from the column headers.
Saved Views: Click Save View after configuring your ideal filter, column layout, and sorting preferences. You can name and recall these views instantly from your dropdown menu to save time.

Distribution List Bulk Management

This migration introduces an entirely new capability alongside standard features: the ability to see and manage distribution lists in bulk.

New Column: A Distribution List column is now available to add to your grid view, letting you see exactly who is looped into an observation at a glance.
Bulk Adding/Removing Members:
- Select multiple observations using the checkboxes on the left side of the grid.
- Click the Bulk Actions dropdown.
- Select Add to Distribution List or Remove from Distribution List.
- Search for and select the project users you wish to modify, then click Apply.