Observations Dashboard

Observations Forum – Observation Dashboard displays all essential information about submitted observations, like issue types, responsible parties, and the stages of the observation reports. You can also view and download the reports from this page.

Observation managers, Job’s managers, and Admins can view and filter all the observations submitted to their Zurel account on this page.

You can navigate to this page from the Zurel web app root menu by selecting Observations Forum> Dashboard

This page has the following items(as labeled above):

1. Filter

This item lets you filter the whole dashboard based on:

• Observation Date
  The date of observation.
• Issue Types
  The issue type.
• Job
  The job site.

2. Summary Blocks

This item gives you a summary of the most important information on the dashboard. You can also add more summary blocks according to your needs by clicking the + summary block. The following summary blocks can be added to the observations dashboard:

• Total
  The total number of observations.
• Shared
  The total number of observation reports that have been shared in the forum.
• My Observations
  The total number of observations you have made.
• Open
  The total number of observation reports in the Open stage.
• Closed
  The total number of observation reports in the Closed stage.
• Positive
  The total number of Positive observation type reports submitted.
• Negative
  The total number of Negative observation type reports submitted.
• Neutral
  The total number of Neutral observation type reports submitted.
• Change
  The total number of Change observation type reports submitted.

3. Issue Type

This table shows you the issue types that have appeared in the observations. This table has the following columns:

• Issue Type
  The name of the issue type.
• Reports
  The number of reports with that issue type.

4. Jobs

This table shows you the jobs the observation is from. This table has the following columns:

• Job
  The name of the job site.
• Reports
  The number of reports submitted from that job.

5. Responsible Party

This table shows you the responsible parties that are supposed to address the observations and issues. This table has the following columns.

• Responsible Party
  The name of the responsible party.
• Reports
  The number of observation reports submitted by that responsible party.

6. Observation Reports

This table shows you the observation reports that were submitted. This table has the following columns:

• Summary
  The summary of the observation report. This summary is based on the observation type of the report.
• Issue Type
  The type of issue for this observation is made.
• Job
  The job for which the observation is made.
• Responsible Party
  The organization is responsible for this observation.
• Observation Date
  The date when the observation was made.
• Observer
  The name of the observer.
• Stage
  The stage of the observation report. To learn more the see the Observation Report Preview page guide.

Clicking on the checkboxes beside any observation lets you select and perform different actions on them.

7. Action

This button lets you share the observation reports on the observation forum or Unshare shared reports.

Shared observations can be viewed by all the observers with or without managerial roles.