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On-site Observations

Some Images and descriptions might varry to the current release due to updates of the application over time. The general usage however should be similar.

 For viewing/creating Observations in the ALIS Web and the Category Editor see ALIS - Observations.

Observations can, on the iOS native ALIS  apps, only be created for single asset selections only.

In the web you can perform bulk operations for observations.

See it in Action

Creating an observation

Observations can be created from the ALIS Team app and the ALIS personal App and is behind the "Report Observation" button.

You can find the buttons 

*on ALIS Team

  • In the "Map View" by selecting an asset, in the bottom Tool bar

  • During workorders 

    • Validation Tasks → Through the '!' mark 

    • Torque Tasks → In the top right of the Asset details card

*On ALIS Personal

  • After an asset is selected in the first sliding panel on the left

Observation creation Panel:

Report observation details

The following fields are displayed and can be used to add additional information to the observation.

Field

Information

Required

Asset Information 

This will inform you which asset you have selected to report an observation to, it includes: 

  • Asset: Asset name

  • Type: Asset Type/Class

  • Location: subArea ( mainArea) 

This information is informative only and cannot be modified

Category 

The Category allows you to select a main and/or sub category onto which the observation belongs to . 

The categories can be modified in the ALIS web application.  This field will also set the default Severity level. 

Using accurate categories will allow you to filter down these observations in a more effective way

*Mandatory

Title

This field is when left empty set as the Category. 

It can be added or modified to give a specific title to the observation which can be informative in understanding the reason or the urgency of the observation

Optional

Severity

This field will inform parties involved in how important this observation is.

 In the Category editor, you can choose what the default severity will be per (sub-)category but can be modified at any time and per observation.  This will also allow you to filter for observation of a certain severity. 

Optional ( set by Default through the Category) 

State

To assist in the resolution and handling of your observations there is a "state" field; This will inform all parties in which state the handling of the observation is.  

Upon the creation of a new observation, the status will always be "New" but can also be changed directly to any of the possible states.

Optional - "New" by Default

Needs Attention

If you want to have a special indication for an observation  - the ones that are really urgent to handle and need to be looked at next - you can activate the "Needs attention" flag. 

Optional  - Off by Default

Comment

Feel free to add any additional information in this field  in order to inform the other parties on the subject so they have all the necessary to be informed about this issue.  Or use it to archive certain information in the history of the asset.


(star) Want to do something special with your text?  You can use NGX Markdown to format your comments: 

https://jfcere.github.io/ngx-markdown/cheat-sheet#horizontal-rule

warning: Emoji's allowed  😋

Optional

Attachments

You can attach multiple photo's - videos or any type of file (be aware of file sizes and your limited upload bandwidth - we suggest a max of 100 Mb) to the observation.
Some files may be directly viewed in the chat window or attachment gallery -  some will need to be downloaded.

(star) You are able to add mark-up to your Images! After an image is selected or taken, Tap on the image to enlarge and find the "markup" button to start the function*.


Optional

(info) for some Fields, you will see a dedicated view when selected, use the " < back" button to go back to the main view of the observation.

Hit the "Save" button to save your observation to your device and ready for upload to the cloud when connected to the higher lvl ( iPhone > iPad > Cloud) 

*Markup function example

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