Page Comparison

Share

Share the observation with all users who have access, all users who have not completed the observation, and specific available recipients. 

To share an observation:

1. Click Share.
   The Share popup appears.

2. Select one of the following options:

   • All users with access: Shares the observation with all users selected in the User access section of the Access screen. 

   • All users who have not replied: Shares the observation with all users selected in the User access section, who have not completed the observation.  

   • Specific available recipients: Select one or more specific users you have given access to in the User access section. 

3. If you have selected Specific available Users, in the Add user(s) name here field, enter the name of one or more users.

4. If necessary, in the Add a personal message (optional) field, enter a message to be sent to users with the event notification they will receive.The notification each user receives depends on their individual notification settings. 

5. To share the observation, click Share.

   The observation is shared. 

Copy to clipboard

Click to copy the observation's URL to the clipboard. 

Report

Generate CSV reports containing user information for the observation. 

Make copy

Make a copy of the observation. 

To make a copy of the observation:

1. Click the make copy icon. 
   The copy observation popup appears. 

2. If necessary, in the Please write title for observation copy field, edit the observation title. 

3. Click Confirm. 
   The copy appears at the top of the draft observations list. All settings and configurations are copied except for User access settings.

Archive

Archive an observation that is not currently in use.

Click to add the observation to the archived observations list. 

Access

Edit permissions settings for the published observation.

Activate

Activate the observation.

Edit 

Click to edit the observation details such as name, description, and questions. 

Make copy

Make a copy of the observation. 

To make a copy of the observation:

1. Click the make copy icon. 
   The copy observation popup appears. 

2. If necessary, in the Please write title for observation copy field, edit the observation title. 

3. Click Confirm. 
   The copy appears in the drafts list. The copy appears at the top of the draft observations list. All settings and configurations are copied except for User access settings.

Archive 

Archive an observation that is not currently in use. 

Click to add the observation to the archived observations list. 

Access 

Edit permissions settings for the published observation.

Delete 

Delete a draft observation. 

To delete a draft observation:

1. Click the Delete icon. 
   The Are you sure? popup appears. 

2. Click Delete.
   The observation is deleted. 

Publish

Click to publish the observation. 

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