Who is this for?
Any user with a Light license or above - anyone can raise an Observation so no issue is left unseen
How to do it?
An Observation records a potential quality issue. Any user can create an observation to ensure that no issue is left unseen.
Once reported, it is then picked up for evaluation by an Observation Inbox Owner, who is assigned as Owner automatically through the Observation Inbox configuration (see Settings).
Create an Observation
Go to Events → Observations from the sidebar.
Select + Create Observation in the top-right of the Observations list.
The Observations list, showing the state tabs and the Create Observation action.
Complete the Create Observation dialog:
📝Note: Clicking outside the dialog discards the Observation.
Create Observation
Field | Description | Note |
Name* | A concise title that identifies the observed event. |
|
Describe event* | A description of what was observed. |
|
Upload documentation | Upload or drag and drop supporting documentation when applicable. | Any file type can be uploaded. Once effective, only DOCX, XLSX, PDF, PNG and JPG files are converted to PDF. |
3. Select Create Observation. The Observation is created with an Observation ID and opens in the Initial Review state, with the initiator recorded and the Observation Inbox Owner(s) assigned as Owner.
💡Tip: Give the Observation a specific, searchable Name (what happened and where) so inbox owners can triage it quickly.
💡Tip: Attach objective evidence at creation in the form of photos, screenshots or the affected records. This way evaluation isn't held up waiting for context.
Update Observation details
While the Observation is in Initial Review, the initiator can edit its details.
Open the Observation and select the pencil (edit) icon in the Details section.
Update the Name, Observation date or Description as needed, then save.
Editing the Observation details after creation.
❗Keep the description factual and objective. Observations become part of the quality record and may be reviewed during an audit or inspection, so avoid speculation, blame or conclusions the evidence does not support.
What's next?