Activating or Deactivating Observation
You can activate or deactivate observations to control whether they can be used in investigations. Inactive observations are retained in the system for reference but cannot be assigned to new investigations.
To activate or deactivate an observation:
1. Go to ServiceMax Setup > Investigations > Manage Observations.
The Observations page is displayed.
2. To view all observations, click All Observations from the list view dropdown.
A list of observations is displayed.
3. Check or uncheck the Active box to activate or deactivate the observation.
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You can also update an observation’s active status in the following ways:
• On the Details tab, click the Edit Active icon next to the Active field and check or uncheck the box.
• On the Observations page, click the More Actions menu next to the observation and select Edit, and then check or uncheck the Active box in the pop-up window.
• On the Observations page, hover over the Active checkbox in the Active column, click the pencil icon to enable the checkbox, and then check or uncheck it to update the Active status.
In-line edits for activating or deactivating an observation do not save automatically. Click Save to apply the change or Cancel to discard it.
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4. After making the changes, click Save to apply the changes or Cancel to discard them.