Field Observation Business Process

Use the Field Observation business process to record observations at a site, including quality, safety, and general observations. This business process is typically used by an architect or engineer.

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Canceled

terminal status

Closed

terminal status

Rejected

terminal status

Awaiting_Review

non-terminal status

Pending_Approval

non-terminal status

Sent_for_Revision

non-terminal status

Workflow

The default workflow for the Field Observation business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.

Creating a Field Observations Record

Create a Field Observation record by navigating to Field Management / Field Observation on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Field Observation task that has been assigned to you from the Tasks log.

Complete the Field Observation form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Field Management, and then select Field Observation.
  3. On the Field Observation page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this Field Observation.
    • If permitted, you can add users to the CC list. These users will receive a notification about this Field Observation but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the Field Observation Form

Key Information

Key information about these field observations is provided below.

Field Name

Access

Description

Title

Required

Enter a title.

Observation Date

Editable

The date of the observation

Observation Type

Editable

The type of the observation being recorded

Target Completion Date

Editable

The targeted completion date for the action item. To be updated as needed, particularly when reassigning the Action Item.

Area

Editable

The specific area for the Incident item

Location/Equipment

Editable

Location or equipment of this observation

Description

Scope description and anything else needed for describing this field observation

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer. This short description might be used in logs, dashboards, and reports.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.

Resolution

Editable

Add additional information about how the noted observation is managed and resolved.

Location

Location of the Field Observation. This can be completed by selecting an Area, by adding your current location (on mobile), or by choosing an area on a map.

Field Name

Access

Description

Latitude

Editable

The latitude of an area

Longitude

Editable

The longitude of an area

Record Information

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that the record was created

Status

Read-Only

Record status for a workflow BP record is based on the workflow action preceding the current workflow step.

Record Last Update Date

Read-Only

Date that the record was last updated

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Project Name

Read-Only

Name of the project

Project Number

Read-Only

Unique Project Number

Additional Information

The Field Observation Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Field Observations Date Picker UDF 1

Disabled

Reserved for future use by your organization

Field Observations Date Picker UDF 2

Disabled

Reserved for future use by your organization

Field Observations Decimal UDF 1

Disabled

Reserved for future use by your organization

Field Observations Decimal UDF 2

Disabled

Reserved for future use by your organization

Field Observations Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Field Observations Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Field Observations Picker UDF 1

Disabled

Reserved for future use by your organization

Field Observations Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Field Observations Text 255 UDF 1

Disabled

Reserved for future use by your organization

Field Observations Text 255 UDF 2

Disabled

Reserved for future use by your organization

Field Observations Text 255 UDF 3

Disabled

Reserved for future use by your organization

Field Observations Text 255 UDF 4

Disabled

Reserved for future use by your organization

Field Observations Long TEXT UDF 1

Disabled

Reserved for future use by your organization

Field Observations Long TEXT UDF 2

Disabled

Reserved for future use by your organization



Last Published Monday, April 14, 2025