Saving Observations From the Observation Table

This article will explain how you can save observations you have created from a certificate into an observation library to use again.

When you’re in a certificate that requires observations and recommendations for actions to be taken you can now save the observations you have created as either single observations or as an entire group of observations.

First, go to the observations and recommendations table, this is usually found on page 2, part 6 of a domestic or approved inspection condition report.

Once you have filled your table with observations, you can click on the options icon where you can ‘Add Selected To Observation Library’ or ‘Add all to Observation Library’.

You will then be prompted to give your observations a description and shortcode. This will help you find the observations for another certificate.

Click ‘OK’ to add to your observation library.

If you wish to use these observations again you can select ‘Add From Observations Library’.

You can select the observation you require and click ‘Okay’.

This feature was added in update v1.0.52.