Configure Advanced Settings: Observations

• Required User Permissions

1. Navigate to the project's Observations tool.

2. Click the Configure Settingsicon.

3. Select one of the following options:

   • General

   • Templates

   • Types

   • Permissions

General Settings

• Observations Private by Default: Mark the checkbox next to Set New Observations by Default to have each new observation created in the tool be automatically set to be hidden from everyone except those users on the distribution list, the assignee, and creator, and Observation tool 'Admin' users.

• Working Days to Complete Observation: Set the default date for observations created in the future.
  Note: The date respects which days are set as 'working days' for the project. See Set Project Working Days.

• Default Distribution: Set the default list of users who will be added to the distribution list of each future observation. These users will receive update emails when an observation's status changes or when someone leaves a comment on an observation.

Templates

See Create a Project Level Observation Template.

Types

See Add Project Level Observation Types.

Permissions

Set each user's permission for the Observations tool according to your preferences.
Note: For a list of what users can do at each permission level in Observations, see the Permissions Matrix.

In the example screenshot below, the user is a Project level 'Admin' user who has 'Admin' permissions on all Project level tools. The permissions of a project 'Admin' cannot be edited.