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Search for and Filter Observations (iOS)

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Objective

To use the search bar and filter settings to find one or many observations on an iOS mobile device.

Things to Consider

  • Required User Permissions: 'Read-only' and above on the Project level Observations tool. 
  • The search tool respects any selected filter parameters and will only search for items within the filtered results.
  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps 

  1. Navigate to the Observations tool on an iOS mobile device.

To Search for Observations 

  1. Tap the Search bar. 
  2. Enter the desired word or phrase.
    Note: Results matching your search terms will automatically appear.
    2018-05-15_11-50-18.png

To Filter for Observations 

  1. Tap Filters (2018-05-15_11-53-33.png).

    2018-05-15_11-51-22.png
  2. Tap the filter you would like to apply. 
    • Filter by Status
      • Initiated: This displays all observations marked as 'Initiated'.
      • Ready for Review: This displays all observations marked as 'Ready for Review'.
      • Not Accepted: This displays all observations marked as 'Not Accepted'.
      • Closed: This displays all observations that are marked as 'Closed'.
    • Filter by Ownership
      • All: This displays all observations in the project that are marked as open or closed. 
      • Mine: This displays only observations that are assigned to you.
    • Filter by Creator
      • This displays only the observations created by your selected user.
    • Filter by Location
      • This displays only the observations associated with your selected location.
    • Filter by Assignee
      • This displays only the observations assigned to your selected user.
    • Filter by Assignee's Company 
      • This displays only the observations associated with your selected company.
    • Filter by Type
      • This displays only the observations associated with your selected type.

Note: To clear all applied filters, tap Reset All Filters.

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