Observer

The Observation Tab

1. Click Observation in the tabs along the top of the screen.

2. Options in the menu will depend on your role and permissions.

   In the Observer role, you will have one or more of the following menu options.

   • Observation Dashboard - view a summary and status of observations to which you have access, and access Observer tasks
   • Start - start a new observation
   • Schedule - schedule an observation
   • Reporting - configure, view, save, and export observation reports
   • Manage - view and manage observation instances to which you have access

The Observation Dashboard

Select Observation Dashboard from the menu. The dashboard includes the following features.

1. Status summary for all observations you are conducting or have access to
   • Select a status box to filter the Observee list below.
2. Narrow the Observee list using the search box and filters.
3. Observee status list.

Self-Assessment instances are signified by a colored corner in the box.

• Click the action menu to start or schedule on observation for the respective Observee and template.
  

  

• Select a scheduled observation instance to start or reschedule it.
• Select an in progress observation instance to continue it.
• Select a complete observation instance to view or reopen it.

• Observation start and schedule buttons
• Insights box showing summary of most recent finalized observation ratings for all Observees
  • Select More Insights to see more options and details.
  • Color coding is based on scale settings defined for the template.
• Scheduled box for quick access to upcoming scheduled observations

View Linked Observations

Linked observations are signified by a link icon. Hover over the observation instance to review the plan and activity the observation is linked to.