Create PDF for Observees

To access a PDF that can be printed and saved, select Create PDF. Select the elements of the observation you want to include by clicking the toggle buttons to Yes. Then select Create. A PDF will appear that can be printed and saved.

For security reasons, you may want to exclude Employee IDs from the PDF. To do this, follow these steps:

1. Navigate to Administration > Configuration Management.
2. Select New Observation and select New Observation.
3. Scroll to the New Observation Printout Settings section and select Edit.
4. Deselect the Include Employee ID in Observation 3 PDF option.
5. Select Save.