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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 coaches to assess the progress of a coachee.

For information on how to configure an observation, see Observations (admin)

On this page:

Starting an observation

To start an observation:

  1. Expand the sidebar () and click Observations (). 
    The Observations screen appears. 
  2. Select a user. 

    The Select observation screen appears. 
  3. Select an existing observation template from the list. 
  4. Answer the observation questions. 
  5. When you have answered all the questions, click Submit
    The Finish session screen appears. 
  6. If necessary, in the Add final thoughts (Optional) field, enter any final comments. 
  7. Click Save and Close
    The observation appears in the Previous observation assessments section. 
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