Observation Types and Statuses

Choose the Type and Status options your team picks from when capturing observations on site.

When your team captures an observation on site, they tag it with a Type (what it is, like a Defect or a Hazard) and a Status (where it stands, like Open or Closed). You choose the options they can pick from, so the whole organization uses the same vocabulary.

Both lists live together under Organization Settings > Field > Observation Options.

You need to be an Org Admin or Org Owner to manage these options.

Adding a type or status

To add one:

1. Go to Organization Settings > Field > Observation Options.

2. Click Add Status in the Statuses list or Add Type in the Types list.

3. Enter a name (e.g., "In Review" or "Hazard") and, if you like, a short description. Only admins see the description.

4. Click Create.

New options are added to the end of the list and show up in the mobile picker right away. To change one later, click the pencil icon on its row and then Save.

Observation Options under Organization Settings > Field

Setting the defaults

The default Type and Status are pre-filled whenever someone captures a new observation, saving a tap on site. Hover over an option and click the star to make it the default. Only one Type and one Status can be the default at a time; starring another option moves it.

Reordering options

Use the up and down arrows on each row to reorder. Your team sees the same order in the mobile picker.

Deactivating or deleting an option

To retire an option without touching past observations, click the toggle on its row. It disappears from the picker, and observations that already use it keep it. Switch the toggle back on to bring it back.

Delete (the trash icon) only works while no observations use the option. If some do, deactivate it instead.

Related

• Capture Observations: how your team uses these options when capturing on site.

• Report Types: how observation types and statuses appear in exported reports.

• Drawing Disciplines: the other list you manage on this page, for classifying drawings.