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The Observations screen allows you to start a new observation. An observation contains one or more free text or multiple choice questions and is used by managers to assess the progress of a reportee.

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  1. Expand the sidebar

  2. Click Observations
    The Observations screen appears. 

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  3. Select a user. 

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    The Select observation screen appears. 

  4. Select an existing observation template from the list. 

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  5. Answer the observation questions. 

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  6. When you have answered all the questions, click Submit
    The Finish session screen appears. 

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  7. If necessary, in the Add final thoughts (Optional) field, enter any final comments. 

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  8. Click Save and Close
    The observation appears in the Previous observation assessments section. 

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