Edit an Observation

• Required User Permissions

• Additional Information:

  • If you create an observation without an assignee, no notification will be sent. If you edit the observation, add an assignee, and save, an email notification will be sent automatically.

Edit Inline from the Table

Use this method to quickly update supported fields directly from the Observations list view.

1. Navigate to the project's Observations tool.

2. Click directly into an editable field within the table and enter the updated information.
   Note: Changes are saved automatically.
   Note: Only certain fields can be edited directly from the table. For additional editing capabilities, you must click on the observation to open it (see the Edit an Entire Observation section below).

Bulk Edit from the List View

Use this method to update fields for one or more observations at the same time.

1. Navigate to the project's Observations tool.

2. Mark the checkbox on the left side of the table next to the observation you want to edit.

3. In the action toolbar that appears above the table, click Edit.

4. In the Edit Values side panel on the right, update the standard fields as needed (e.g., Type, Trade, Assignee, Due Date).
   Note: Leaving a field blank will not overwrite the existing data for those items. See Create an Observation for descriptions of each field.

5. Click Apply to save your edits.

Edit an Entire Observation

Use this method to access and update all editable fields on a single observation.

1. Navigate to the project's Observations tool.

2. Click on the title of the observation you want to edit to open it fully.

3. Click Edit.

4. Update any editable fields as needed.
   See Create an Observation for descriptions of each field.

5. Click Save.