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Afterwards, click Save to save the Observation record.

Wellbeing Observation details

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Wellbeing Observation Name

This is an auto-populated field upon saving an observation record.

Type

This field displays the type of Observation selected from a picklist of options. The client can modify this list to meet local needs. 

Confidentiality Status

When used in combination with a security setup, this field controls who can access each record. It can be expanded to include various other values to support specific requirements.

Occurred On

This field indicates when the observation was made. It defaults to Now and can be modified upon entry.

Level

This field indicates the level of the observation, specifically if it involves incidents.

Session

A session will be shown in this field if this observation is created from within a session. This provides a reference to that session so you understand the context of the observation.

Description Section

Title

This field displays the short title of an observation. This is useful for listview.

Description

This field provides an overview of the observation description.