There are 2 different ways to assign observations to users:
Assigning a user or company to an Observation
In the upper left corner of every shell observation is the blue "actions" box.
Clicking in the assignee dropdown will allow you to search the project's users and companies and assign them the observation. Only a single user or company can be assigned per observation.
The list of available companies and users is affected by the project setup.
- Only users that have been added to the project can be assigned an observation. See Managing users in the platform for more information.
- Only companies with a role in the project can be selected. If a company is missing, or appears incorrectly, please let you Siteaware contact know and they will fix it as needed.
Assigning to multiple observations
From the list view, assignment can be made to multiple observations simultaneously.
After selecting all of the observations you wish to assign, use the "Assign to" dropdown to designate a user or company for all selected observations.
Once assigned, observations can then be sorted or filtered in the List View mode by selecting the filter icon on the right of 'Assignee':