Creating observation questions

To create observation questions:

1. On the Observations screen, click Create a new observation.
   The Unnamed observation screen appears.
   
2. On the Unnamed observation screen, in the Enter observation title here (Required) field, enter an observation title and press Enter or click outside the field.
   The Add questions to your observation area is available.

3. [Optional] If you want to divide the observation into sections, you can enter a section name for this section of the observation. To enter a section name, click Section name (optional) and type a name.

   You can divide observations into sections by category or theme for organisational purposes. For example, in the observation below, the first section is called "Setting the agenda".

   

4. In the Enter question here field, enter an observation question.
   
5. In the Answer type dropdown, select one of the following answer types:
   • Single answer: Manager selects one answer from a selection of available answers
   • Multiple answers: Manager selects one or more answers from a selection of available answers
   • Scale: Manager selects a number from a scale
   • Free text: Manager enters their own text

6. If you want the question to be optional, click the toggle to turn off Required.

   By default, Required is turned on for all questions.

7. Depending on the Answer type selected, configure your answers as follows:

   This step is not required for the Free text answer type.

   • For Single answer and Multiple answers answer types:
     1. In the Answers field, enter an answer.
     2. To add another answer, click Add another answer.
        An empty answer field appears.
     3. In the empty answer field, enter another answer.
     4. If necessary, add one or more other answers.
   • For Scale answer type:
     1. In the Answer dropdown, select a scale length of 1-5 or 1-10.
     2. If necessary, in the left Label (optional) field, enter a label for the first number on the scale. For example, in a 1-5 scale, the label for 1 could be "Poor".
     3. If necessary, in the right Label (optional) field, enter a label for the last number on the scale. For example, in a 1-5 scale, the label for 5 could be "Excellent".
        
8. To add another question to this section:
   1. Click Add another question.
      New question configurations appear.

   2. Configure the new question as necessary and click Add another question to add more questions.

   3. If necessary, you can reorganise the questions using the following settings:

      • Move question down (): Click to move the question down one level below the next question.
      • Move question up (): Click to move the question up one level above the previous question.

      • remove (): Click to delete the question.

        Deleting questions also removes any associated links. For more information, see the step below.

9. For Single answer and Scale answer types, you can configure what happens when managers select specific answers or numbers of a scale. For example, you can configure one answer to point to the next question, another answer to skip a question, and another answer to point to the end of the section.

   This configuration is not available for Multiple answers and Free text answer types.

   • To link an answer from a Single answer answer type, click the Link to dropdown to the right of the answer and select one of the following options:

     • Next question: Directs the manager to the next available question. If another question is not available, the assessment ends.

     • Question [#]: Directs the manager to the designated question number.

     • End of section: Directs the manager to the end of the section. If another section is not available, the assessment ends.
       

   • To link an answer from a Scale answer type:

     1. Click Show links to answers.
        The Answers and Link to columns appear.

        The numbers in the Answers column correspond to the numbers of the scale. The image below displays a 1-5 scale.

        

     2. Click the Link to dropdown to the right of the answer and select one of the following options:

        • Next question: Directs the manager to the next available question. If another question is not available, the assessment ends.
        • Question [#]: Directs the manager to the designated question number.

        • End of section: Directs the manager to the end of the section. If another section is not available, the assessment ends.

          You cannot link free text answers to the end of a section or a question. 

10. If you want to divide the observation questions into sections by category or theme:
    1. At the bottom of the page, click Add new section (optional).
       A new section appears.
    2. If you want to give the section a name, click Section name (optional) and type a name.
    3. Click Add question.
       New question configurations appear.
    4. Configure the new question as necessary and click Add another question to add one or more questions.
11. On the top-right of the screen, click Next.
    User access settings appear.
    
12. To continue: 
    
    • If you want all users assigned as managers to have access to the observation, click Save on the top-right of the screen.
      The observation is saved as a draft on the Observations screen.
    • If you want to manually configure access to the observation, see Configuring access to an observation.