Creating an Observation
You can create a new observation to track investigation findings.
To create an observation:
1. Go to ServiceMax Setup > Investigations > Manage Observations.
The Observations page is displayed.
2. Click New.
The New Observation pop-up window is displayed.
3. In the Observation Title field, enter a unique and meaningful title for the observation.
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This is a required field and will appear in the list of observations.
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4. In the Observation Description field, enter optional details that provide context or clarification for the observation.
This helps users understand its relevance during investigations.
By default, the Active checkbox is selected. Clear the checkbox only if the observation should be unavailable for use.
5. Click Save to add the observation, Save & New to create another, or Cancel to discard the changes.
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If a duplicate Observation Title already exists, the system displays an error message and prevents saving. Observation titles must be unique.
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The observation is created. The observation is available for use in investigations only when an applicability rule is configured in the Observation tab of the Product Applicability Rules page to link it to a product attribute. If a matching rule is defined, the observation becomes available during investigation processing. For more information, see Configuring Applicability Matching Rules for Observations.