How to add, edit, or delete an Observation Type

From the Observation Types Administration page, administrators can add, edit, or delete Observation Type as needed. Managing observation types ensures that observations are consistently classified and labeled throughout the application, supporting accurate tracking, reporting, and analysis.

🔍 For more information, read the Observation Types Overview article.

Table of Contents

How to add a new observation type

How to edit an existing observation type

How to delete an existing observation type

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How to add a new observation type

1. On the left-hand navigation menu, select Administration, then select Observation Types.
2. Click the Add Observation Type icon.
3. Enter the new observation type name in the textbox and select a severity level as well as a visibility option (required).
4. Click the Create Observation Type button to save.

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How to edit an existing observation type

1. On the left-hand navigation menu, select Administration, then select Observation Types.
2. Click the Edit icon of your desired observation type.
3. Edit your desired details of the observation type (all fields are required).
4. Once you are finished, click the Update Observation Type button to save your changes.

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How to delete an existing observation type

1. On the left-hand navigation menu, select Administration, then select Observation Types.
2. Click the Delete icon of your desired observation type.
3. Click the Delete button to confirm deletion.