Issue Observations

You can send one or more observations to selected project contacts for review.

To issue observations:

  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. Select the check box of each observation that you want to issue.
    Alternatively, to select all observations in the search results, select the check box on the header row.
  5. Click Issue.
  6. On the Issue Observations screen, select one or more contacts to issue the observations to.
  7. Click Send Observations.