Close an Observation

You close an observation when the issue has been rectified.

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

To close 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 Close.
6. On the Close Observation screen, use the Close Notes field to enter some information, such as the remedial actions taken.
7. Click in the Close Date field and use the date picker to select the date when the observation was rectified.
8. Click Save.