When you first log into Observe you are introduced to your own personal dashboard. As seen below; as an Observer you will see all the Observees assigned to you.  If you are also a practitioner who will be observed yourself, you will also notice a My Assessments section.  

Where Observers want to see an individual Observees dashboard simply click on their name.

Start completing your observations

Once you have clicked on an individual you will notice the dashboard has changed.  This page will also include what has been scheduled and completed for this individual.

Your administrator will have assigned a sampling profile to this individual.  This also assigns the correct template so that when you click on the 'New Assessment' icon they become forms for you to complete. You can access the form in two ways.  Either the small 'New Assessments icon in the scheduled table or the larger one at the top of the page.

Recording assessment findings

You can then complete the form. Don't forget to save your work

Creating the action plan

You are also able to create an action plan for your Observee by click in the 'Action Plan tab and the 'New Action' icon.

Attaching supporting evidence

You can upload files or link the observation to a file in the Store module.

Attributing the assessment to a specific area of your self-assessment

If you wish to attribute the observation to a specific area in your self-assessment.  Simply click on the Add 'Area Tag' icon and select the areas from the drop down list.  NB: this feature is only available if your administrator has enabled it in manage custom areas. Read more...

Recording your comments

The comments tab provides a space for your observees to note their reflective and line managers can contribute by leaving their comments.

If you have any further questions please don not hesitate to use your online chat.

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