You use the Bulk Edit feature to reopen closed observations if there are unresolved issues. When you reopen an observation, it is assigned back to the contact it was originally allocated to.
To reopen an observation:
-
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.
-
Click the Observations tab.
If the Observations tab is not visible on the header band, click
more to display additional menu items.
-
Click
Search.
If many results are returned, you can apply one or more filters, such as allocated contact, status, observation type, and so on.
-
Select the check box of each observation that you want to reopen.
Alternatively, to select all observations in the search results, select the check box on the header row.
-
Click
Bulk Edit.
-
On the Bulk Edit window, from the
Edit Action list, select
Re-open Observations.
-
In the
Comments field, enter some notes, such as the reason for reopening the observation(s).
-
Click
Save Changes.