Observation Report preview page guide

Observation Forum- Report Preview page previews the details of an observation report and lets you:

1. Send the report to other users

2. Return it to the observer for more correction.

3. Change the status of a report

4. Add requester’s remarks

5. Delete observation or corrective actions of the observation

This page can be accessed by clicking on any observation report on the Observations Dashboard.

This page has the following items (as labeled above):

1. Stage

This item lets you know the stage the report is in. A report can be in the open, closed or submitted stage.

Open

A report in the open stage can be edited by the observer.

Submitted

A report in the submitted stage can be closed, reopened and deleted by an observations manager.

Closed

A report in the closed stage can’t be edited or reopened.

The icons above Stage denote shared, unshared and replied.

2. Observations

This item displays the type of observation, observation summary and detailed observation notes.

3. Corrective Action

This item displays the corrective action requested by the observer and the response of the responsible parties to that request.

4. Observation Information

This item lists information related to the observation:

Issue Type

The name of the issue type.

Job

The job the observation is made on.

Observation Date

The date when the observation was made.

Responsible Party

The name of the party responsible for this observation.

Observer

The name of the observer.

Observer’s Organization

The name of the observer’s organization.

5. Comment

This item displays comments added to the observation report. You can add comments in this section if the form is open.

6. Action

This button lets you perform various actions on the reports.

It has the following options in an open report:

Send

This option opens the Send this Correction Request window where you can send a correction request to a recipient via email or from a pre-existing list of Zurel users.

Share on the Forum

This option lets you share the report in the observation forum. You can also unshare a shared form. Share is the only option that is active in all stages of a report.

Return to Observer

This option lets an observations manager resend a submitted report to the observer for corrections. When a manager resends an open report, it goes back into a draft report.

Close

This option lets you close the report. A closed report can’t be reopened or changed.

Delete Observation

This option lets you delete an observation report permanently.

Delete Corrective Action

This option lets you delete the corrective action of the report.

Every stage of a report has different actions that can be done on it.