If you are a manager or a reportee you can start a one-to-one session.
The way in which you access to the One-to-ones screen in order to start an observation differs depending on the version of the platform you are using:
Starting a one-to-one in the new UI
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On the side navigation , click One-to-Ones.
The One-to-Ones screen appears.
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Click Start new one-to-one.
The New One-to-Ones session screen appears.
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Select a user.
The one-to-one session starts.
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In the Add a new note or goal field, enter the title of a goal, or enter a note.
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If you have created a goal, enter one or more commitments related to the goal. Commitments are smaller tasks that contribute to the overall goal.
Goals and commitments can be assigned to a manager or a reportee. For example, a particular goal or commitment might only be applicable to the manager.
To switch between a manager's and a reportee's goals:
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Click the profile picture in the right-hand corner of a goal.
The Goal screen appears. -
Click the Switch icon.
The view switches to the other user. -
Enter one or more goals.
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Click Done.
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[Optional] To add an item of content as a commitment:
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Click add content.
The Select content screen appears. -
Select an item of content, such as a video or article.
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Click Select.
The content is added to the list of commitments.
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[Optional] In the Add tags field, enter one or more tags.
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Click Done.
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[Optional] To attach related items of content to the one-to-one, such as articles or videos:
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Click Attach content.
The Select content screen appears. -
Click Public or Evidence Portfolio.
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Select an item of content.
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Click Select.
The content is added.
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To end the one-to-one session, click End one-to-one.
Starting a one-to-one in the legacy UI
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Expand the sidebar and click One-to-Ones.
The One-to-Ones screen appears.
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Click Start new one-to-one.
The New One-to-Ones session screen appears.
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Select a user.
The one-to-one session starts.
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In the Add a new note or goal field, enter the title of a goal, or enter a note.
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If you have created a goal, enter one or more commitments related to the goal. Commitments are smaller tasks that contribute to the overall goal.Unknown Attachment
Goals and commitments can be assigned to a manager or a reportee. For example, a particular goal or commitment might only be applicable to the manager.
To switch between a manager's and a reportee's goals:
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Click the profile picture in the right-hand corner of a goal.
The Goal screen appears.
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Click the Switch icon.
The view switches to the other user.
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Enter one or more goals.
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Click Done.
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[Optional] To add an item of content as a commitment:
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Click add content.
The Select content screen appears. -
Select an item of content, such as a video or article.
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Click Select.
The content is added to the list of commitments.
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[Optional] In the Add tags field, enter one or more tags.
Unknown Attachment -
Click Done.
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[Optional] To attach related items of content to the one-to-one, such as articles or videos:
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Click Attach content.
The Select content screen appears. -
Click Public or Evidence Portfolio.
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Select an item of content.
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Click Select.
The content is added.
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To end the one-to-one session, click End one-to-one.