Vehicle - Observation Management

Observation management in a vehicle

Record remarks on an order

The section Remarks allows the dealership to add or update a note on one of its orders to leave useful information for its tracking.

📌 Requirements and Location

Location in SIMA: Order detail > Summary > Remarks
Required permissions: The order must belong to the dealership with which you logged in.

The section is only displayed on own orders; it does not appear on network orders belonging to another dealership.

🛠️ Step by Step

Add or modify a remark

Objective: Leave a visible note in the order detail to facilitate its tracking.

Open the Order detail and go to the tab SummaryIn the section
Remarks, click on the edit icon.Type the remark. The field supports up to
200 charactersClick on Save

Result: The remark appears in the summary along with the date of the last edit and the user who saved it.

Cancel changes

Objective: Discard the text you are editing and keep the saved note.

While editing the note, click Cancel

Result: Unsaved changes are discarded and the last saved note is displayed again.

Delete a note

Click the edit icon and delete the text in the field.
Click Save

Result: The section will contain no text and show No notes

❓ Frequently Asked Questions and Troubleshooting

Why don't I see the Notes section?It is only shown for orders belonging to the dealership you are currently logged in with. It does not appear for orders belonging to another dealership.

How many characters can I write?The maximum is 200 characters. If the text exceeds that limit, shorten it before saving.

Why is the Save button not enabled?Save is only enabled when the text changes from the existing observation. If you haven't made any changes, there is nothing new to save.

How do I discard an edit without saving it?Click
Cancel. The text will revert to the last saved observation.

Can I leave the observation empty?Yes. Delete the text and save to leave the section without observations.

Orders: The observation is viewed and updated from the order detail summary.