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Cannot see observation note option in Notes Types

Laura Sep 12, 2017 11:12AM EST

For some reason "Observation" isn't showing up in any of our notes types. Anyone know why?

1 Community Answers

Best Answer
Sean Flaherty Sep 13, 2017 07:25PM EST

Hi Laura! I reviewed GDS’ settings and you have one Observation “On”. You can see this from from the “Milestone Manage” page (Manage—>Milestones.) .
You can have up to 3 Observation due dates/deadlines by turning on the other Observations.

Once the Observations are turned on, you then need give them a name(s) and set deadlines() for them from the “Milestone Timeline” page, Manage—>Milestone Timeline.

Once the dates are set, for users that you want to create Observation Notes for you have to set their Focus to Observation from the Focus Setting page.

Once a user has a Focus of Observation, you can then create Observation Notes for them.

This is complicated, so if you need help, you can give me a call at (800) 452-5078 Ext. 1

Sean


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