Search for and Filter Observations

• Required User Permissions

• Additional Information:

  • The Observations tool saves your search and filter settings. If you leave the tool and come back later, your filters will still be applied.

  • If you apply filters, the search bar will only look for items that match those filters.

Search for Observations

1. Navigate to the project's Observations tool.

2. Enter a keyword or phrase into the Search bar located above the list view. Note: The search bar looks for matches across standard fields, including Number, Title, Type, Description, Assignee, and Location.
   

   Note about Locations

   Searching for a main location will automatically include its sub-locations in the results. However, applying a filter for a main location will only show items tied exactly to that location.

3. If you filter for a top-tier location, it will not show you any sub tiers, but if you search for a top-tier location, it will show you sub locations.

4. Press ENTER on your keyboard.
   Note: The list will automatically update to show items that match your search.

5. Optional: To clear your search, delete the text from the search bar and press ENTER.

Filter for Observations

1. Click the Filters button to open the side panel.

2. Select your filters.

   Show/Hide Fields

   • Type

   • Trade

   • Assignees

   • Assignees's Company

   • Date Notified

   • Origin

   • Created By

   • Date Created

   • Due Date

   • Spec Section

   • Status

   • Priority

   • Location

   • Hazard

   • Contributing Behavior

   • Contributing Condition

   
   Note: You can choose multiple options within a single dropdown menu.

3. Click Apply. The list view will automatically update to show items matching your filters.

4. Optional: To remove your filters, click Clear All Filters at the top of the side panel.

Sort Observations

1. Hover over the column header you wish to sort by and click the vertical ellipsis icon.

2. Select one of the following options:

   • Sort Ascending: Sorts the column in ascending alphanumeric order (A-Z or 0-9).

   • Sort Descending: Sorts the column in descending alphanumeric order (Z-A or 9-0).