Have you logged into Obzervr Capture and want to start using the app to create Assignments?
If you haven’t logged in yet, you might need to have a look here first – Step 5: How to use Obzervr Capture for the first time.
Once you log in, you will need to navigate to your Assignments. From this screen, you will be able to access the Menu, add new Assignments, and see where your existing Assignments will be displayed.
Note: An Assignment is a job at a place by a person with a date & time. An Assignment can be broken down into:
- A job = Assignment Type
- A place = Assignment Point (or Geolocation Hierarchy)
- A person = User
Each operating system looks similar, but there are some differences:
To create an Assignment, click the Plus button. You will see this screen:
What is the Assignment Type?
The Assignment Type is the type of work or job that you are about to perform. Put simply, it is your business workflow. An Assignment Type could be a Baseline Assessment, Condition Monitoring or a Building & Pest Inspection. How this Assignment Type is defined is configured on Obzervr Manager. Wondering how to build Assignment Types? Check out the Obzervr Manager Getting Started series.
What is an Assignment Category?
An Assignment Category is another way to categorise or subdivide an Assignment Type. For example, are you performing a routine inspection or is it ad hoc? Is the service you are undertaking a daily, weekly, 125 hour or 500 hour service? These are all ways to categorise a job you are about to perform.
What is the Geolocation Hierarchy?
This is where you are doing your job. The “Location Point” drop down is the most important. It will appear in the Assignment List. You will use this Location Point to differentiate between your Assignments.
Your screen will have different labels instead of Catchment / Creeks, Zones and Location Points. Each customer has different labels for their geolocation hierarchy. This is because each customer has different business workflows but generally, industries have similar labels for their geolocation hierarchy.
Some examples are:
- Customers in the Oil & Gas industry have a geolocation hierarchy with Basin, Block / Fields and Sites.
- Customers who do Building & Pest Inspections have a geolocation hierarchy with Council Region, Suburb and Property.
- Customers in the Mining industry have a geolocation hierarchy with Mine, Mine Site Area and Assessment Point.
Pro tip: Save time by selecting the Location Point before the Catchment / Creek or Zone! The Catchment / Creeks & Zones will autofill from the Location Point.
From & To Date & Time
This is the date & time of the Assignment. The From & To times specify the duration of the Assignment. This helps for scheduling purposes.
If there are any additional notes for a specific Assignment, you might like to write them here.
This is a shortcut to creating a new Location Point. You might want to use this button if the Location you are creating the Assignment at does not exist. Create it on the spot using Create new locations in the field with Obzervr Capture.
Exit New Assignment
Don’t want to create the Assignment? Click the X to exit creating the Assignment.
Create the Assignment
Click the tick to create the Assignment. It will appear on your Assignment List.
You have created an Assignment! The next step is to complete your Assignment. Read Step 7: How to Complete an Assignment for more info.