Task observations
See every note, failed check and out-of-range reading left on work order tasks, and follow it up
4 min read
When a technician notices something while doing a task — an air leak, a worn belt, a broken gauge — they write it on that task, often with a photo. “Task observations” lists all of them across your work orders, so nothing stays hidden inside a closed work order.
What counts as an observation
- A note written on the task.
- A check marked as failed.
- A reading below or above the range set on the task.
- A comment with text on the task.
A photo alone does not create an observation (it is usually proof of the work); the photos are shown with the observation they belong to.
Where to find it
- On the web, open Work Orders › “Task observations” in the menu. The list opens on “Not resolved”, newest work orders first.
- On the work order list, the “Task observations” button shows how many are open, and each work order with open observations carries a small counter next to its ID.
- On a work order, a task with an observation shows its status under the task.
- In the mobile app, managers see “Task observations to review” on their home screen; tap it to open the list (read-only).
Dealing with an observation
- “Close” once the problem is dealt with, with an optional note of what was done. It leaves the open list and can be reopened at any time with “Reopen”.
- “Create follow-up work order” opens a new work order for the same asset, location and team, with the note and the photos of the task. The observation then follows that work order: “Follow-up in progress”, then “Follow-up done” when it is completed.
- Select several observations and use “Close selected” to close them at once.
- “Already reported on …” means the same task of the same plan, on the same asset, was already reported on an earlier work order — a sign the problem comes back.
Tip
Everyone who can see the work orders sees their observations. Closing one needs the permission to close work orders; creating the follow-up needs the permission to create work orders. Available on every plan.
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