TaskNeeds the Inspector or Admin role
Group findings by part of the structure
File several findings under one named part of the structure — "Pier 3, west face" — so that they are listed and reported together.
FindObservationsGroup
A group says that several findings describe one part of the structure. It never merges them and never totals their figures: each finding keeps its own number, measurement and sign-off. Filing a finding in a group does not affect its sign-off.
Each group gets a number — GRP-001, GRP-002 and so on — that is printed in reports and never changes.
To create a group
Section titled “To create a group”-
On the toolbar, click Observations.
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Tick the findings that belong together: Ctrl+click each card, or Shift+click to tick a run of cards.
The actions bar appears and counts the ticked findings.
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In Name this part of the structure…, enter what an engineer would call it — for example “Pier 3, west face”.
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Click Group, or press Enter.
The list now has a section for the group, with its number and name. Findings in no group are listed last, under Not filed under a part.
To add findings to an existing group
Section titled “To add findings to an existing group”- Tick the findings.
- In Add to an existing group…, select the group.
To take findings out of a group
Section titled “To take findings out of a group”-
Tick the findings.
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Click Ungroup.
The findings move to Not filed under a part. They are not changed in any other way.
To manage a group
Section titled “To manage a group”In the group’s section heading:
| Control | What it does |
|---|---|
| Arrow | Folds or unfolds the section in the list |
| Eye | Hides or shows every finding in the group on the model |
| Select | Ticks every finding in the group |
| Rename | Gives the group a new name. Its number stays the same |
| Delete | Removes the group. Its findings stay in the list, unfiled. Nothing is removed from the record |
Every one of these changes except folding and hiding can be undone with Ctrl+Z.
In reports
Section titled “In reports”A PDF report lists the findings group by group, each group with its own heading page, in group-number order. The first page counts the findings in each part of the structure. See PDF report contents.