How to make Observation

Content

In New Path Request process after the IMs sent the Draft Offer, the RUs are invited to make observation on the offer. Instead of making a comment (as it was done in former PCS versions), the RUs should use "Make Observation" function. This function is placed under the Comments segment of the dossier.

Comment segment

In the comment segment the RU will find the function above the regular comments.

Make Observation button in the comment area

The difference between a comment and making observation is that comment is a free text field, but using the observation function the RU can create a standardized remark to the dossier. This possibility is available for every involved RU in the dossier. When an RU clicks the button "Make Observation", a pop-up window will appear with the following parts:

  • Involved IMs
  • Select involved part
  • Select section
  • Select reason
  • Comment
  • Justified objection

In the first point the RU can select which IM he/she would like to make the observation to. In the list RU will see all the IMs that are member of the dossier. Multiple selection is possible. Please note that selecting at least one IM is mandatory.

Select IMs

After the RU selected the involved IM, it is possible to select involved part of the dossier. The RU can indicate to which part of the dossier he/she would like to make the observation to. This is a single selection list, RU can choose only one part. Selection of involved part is optional  from the system point of view.

Select part

When the part is selected, it is possible for the RU to narrow down the area of the involved part. The RU can select from which operation point to which operation point they would have a comment on the timetable. Selection of the operation point is optional from the system point of view.

Select from - to operation points

During the development of this standardized observation making function the PCS User Group agreed on some pre-defined reasons that are shown in a list. Selecting of the reason is optional from the system point of view.

Select reason for observation

As a last action the RU is still able to place a free text comment as a part of the observation. Adding this comment is optional from the system point of view until the RU indicates with the check-box that with this observation he/she placed a justified objection. If the justified objection check-box is selected to true, the RU has to put a comment in order to be able to save the observation.

Comment and justified objection

In order to finish the observation the RU should save his/her work with the save button of the pop-up window. The result will be placed into the comments in the following way:

Result of observation

This standardized format is very useful later, because the IMs will receive them in special fields via their interfaces, so it is easier to handle them than the free text fields and the PCS Support is also able to create reports from the observation to help the IMs and monitor the dossier processing.