Observations and limitations
Observations are shown as a list. Clicking on an observation will reveal any photo that is attached beneath the observation list.
Observations ribbon section
There is also a section in the ribbon that allows you to work with observations:
This lets you:
- Add a new observation
- Copy an existing observation
- Delete an existing observation
- Export your observations to Excel.
- Attach, edit or remove photos against the currently selected observation.
The observations list shows the following columns:
|From||Shows how the observation was created.|
|Details||Shows the main text of the observation.|
|Suppress Details||Controls whether the text in Details will appear on the PDF.|
|Comments||Allows entering additional text that will appear on the PDF.|
|Location||The part of the certificate/installation to which the observation applies.|
|Code||The coding that is assigned to the observation.|
|Further Investigation||Whether further investigation is required.|
Click Add Observation in the ribbon to add a new observation. This will have the type User and you can enter text you want to apprea on the PDF into the Details section.
Changing the observation text
You cannot change the text in the Details for an observations that have been created by Pirform. You can, however, add any text that you want to appear on the PDF into the Comments section. If you want the text in the Details section not to appear on the PDF then tick Suppress Details. You will then see that the details text appears formatted with a strikethrough.
If you want an observation not to appear in the PDF, then remove any text from the Comments section and tick Suppress Details. You will then see that the whole row appears formatted with a strikethrough.
Setting the observation location
When Pirform adds an observation it will automatically set the location for you. When you set the location of an observation Pirform shows you the locations available in the certificate. You can enter your own text in the Location Text area at the bottom.
Ordering observations in the PDF
Pirform allows you to adjust the order that the observations appear on the PDF. The options are:
|Board Order||The observations appear in the same order as the boards.|
|As Added||The observations appear in the order they were added.|
|Severity Then Board Order||The observations appear ordered first by severity and then by the order that the boards appear.|
|Severity Then As Added||The observations appear ordered first by severity and then by the order that they were added.|
You can change this order for an individual certificate from the Certificate Details section of Certificate Options.
You can set the default order that will be assigned to all new certificates from the Boards and Circuits section of Pirform Options
You can add to limitation text created by Pirform by entering your text in Comments. Tick Suppress Details to show only the text in Comments in the PDF. Ticking Suppress Details without entering any text in Comments will mean the limitaiton does not appear in the PDF.