Editing an Observation Applicability
You can edit an existing Observation Applicability to update its associated products, product lines, product families, or custom fields.
To edit an Observation Applicability:
1. Click the App Launcher, type Observation Applicabilities in the search bar, and select it from the results.
The Observation Applicabilities page is displayed. The list view provides key details for each record, including record number, product, product line, product family, and observation.
2. In the list view, select the record number in the Record Number column to edit the relevant Observation Applicability.
The selected Observation Applicability record page is displayed.
3. Click Edit.
The Edit Observation Applicability pop-up window is displayed.
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You can edit an Observation Applicability in several ways:
• Inline editing from the record page: On the Details tab, click the pencil icons next to Product, Product Line, or Product Family to update them directly.
• From the list view: On the Observation Applicabilities page, click the More Actions menu next to the record number and select Edit.
• From a specific observation: Go to ServiceMax Setup > Investigations > Manage Observations, select the observation, open the Related tab, locate the Observation Applicabilities section, click the More Actions menu, and select Edit.
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4. Update the necessary fields, such as Product, Product Line, Product Family, or any custom fields.
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• The Record Number and Observation fields cannot be edited. Record Number is system-generated, and the Observation field becomes read-only after an observation is linked to the Observation Applicability.
• When editing an Observation Applicability, make sure only one of the following fields is populated: Product Family, Product, Product Line, or Custom Field. If more than one field is populated, the system displays an error.
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5. Select the Active checkbox to enable the Observation Applicability for service processes and applicability matching or clear it to disable the record so it is not used or displayed during service processes.
You can view the Created By and Last Modified By information, including the date and time, on the Observation Applicability record page as well as in the Edit Observation Applicability pop-up window.
6. Click Save to apply your changes or Cancel to discard them.