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Assigning an observation

Instructions on how to assign an observation to one or several users.

Arttu Vesterinen avatar
Written by Arttu Vesterinen
Updated over a year ago

You can infer responsibility for follow-up actions to a user by assigning the observation to him/her. Here's how you do it:

When reporting an observation, you may assign it to one or several users. Before clicking 'Send Observation,' select 'Follow-up actions needed.'

Note that some forms are set to always require follow-up actions, thus not providing you with the option of selecting 'No follow-up actions needed'.

From the 'Assignees' -field you may select one or several assignees from the list of eligible users. You may also set a deadline.

You may also set a deadline.

When all assignees have been selected, hit 'Send Observation.' The assignees will receive a notification of the observation, and they are visible in the observation page;

as well as the Observations list;

You may add/remove the assignees, change the deadline, or even withdraw the need for follow-up actions by clicking 'Edit' underneath the downward pointing arrow in the 'Assigned to' field.

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