Add a Comment to an Observation

You can add a comment to an observation. Comments can be viewed under Comment History when project members view a comment, and they are included in the Full Detail Report.

Note: To add the same comment to multiple observations in one operation you can use the Bulk Edit feature. For information, see Update Multiple Observations.

To add a comment to an observation:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click the Observations tab.
    If the Observations tab is not visible on the header band, click more to display additional menu items.
  3. Click Search.
    If many results are returned, you can apply one or more filters, such as allocated contact, status, observation type, and so on.
  4. Click for the observation that you want to action.
  5. On the Observations Action window, click Add Comment.
  6. On the Add Comment screen, use the Comments field to enter your comment, and then click Add Comment.