Observations (Admin)

The Observations admin screen allows admins to create observational assessments. An observation is used a manager to assess the progress of a reportee.
If you are a manager, you can carry out an observation for each of your reportees, to assess their performance and provide constructive feedback on how they can improve in the future. An observation can be viewed retrospectively by both you and your reportee.
For example, the reportee might lack specific knowledge essential for performing safely at work, such as food hygiene standards needed when working in a kitchen. You might assess them and then suggest ways in which they can fill that gap in their knowledge, such as taking a course.
For how to create an observation, see Creating an observation.
Observations screen
The following settings are available on the Observations screen.
Setting | Description |
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Search for observation | Enter the name of an observation to filter displayed observations. |
Create a new observation | Click to create a new observation. |
Hide published (#) / Show published (#) |
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Hide draft (#) / Show draft (#) |
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Hide archived (#) / Show archived (#) |
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The following settings are available for each published observation.
Setting | Description |
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Share | Share the observation with all users who have access, all users who have not completed the observation, and specific available recipients. ![]() To share an observation:
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Copy to clipboard | Click to copy the observation's URL to the clipboard. ![]() |
Report | Generate CSV reports containing user information for the observation. ![]() |
Make copy | Make a copy of the observation. ![]() To make a copy of the observation:
Click Show draft (#) to view draft observations. |
Archive | Archive an observation that is not currently in use. ![]() Click to add the observation to the archived observations list. To unarchive an observation, in the archived observations list, click the corresponding Unarchive button. |
Access | Edit permissions settings for the published observation. ![]() |
Activate | Activate the observation. ![]() ImportantAfter an observation has been published, you must manually activate the observation by clicking the toggle. |
The following settings are available for each draft observation.
Setting | Description |
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Edit | Click to edit the observation details such as name, description, and questions. ![]() |
Make copy | Make a copy of the observation. ![]() To make a copy of the observation:
Click Show draft (#) to view draft observations. |
Archive | Archive an observation that is not currently in use. ![]() Click to add the observation to the archived observations list. |
Access | Edit permissions settings for the published observation. ![]() |
Delete | Delete a draft observation. ![]() To delete a draft observation:
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Publish | Click to publish the observation. ![]() |
The following settings are available for each archived observation.
Setting | Description |
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Report | Click to generate a CSV report containing user information for the observation. ![]() |
Make a copy | Make a copy of the observation. ![]() To make a copy of the observation:
Click Show draft (#) to view draft observations. |
Delete | Delete a draft observation. ![]() To delete a draft observation:
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Unarchive | Click to unarchive the observation. ![]() |
Creating new observations
To create new observations, see the following pages: