Using the Observation Dashboard

Your observation dashboard provides a centralized view of all observation activities, giving you quick access to create new observations and track existing ones.

Accessing the Dashboard

Navigate to the observation dashboard from your main menu. The dashboard displays different information based on your role:

• Observers see observations they've conducted
• Observables see observations they've received
• Organization Administrators see all observations in their organizations
• System Administrators see all observations across the tenant

Dashboard Layout

The observation dashboard is organized into key sections that help you manage your observation workflow efficiently.

Quick Actions

At the top of your dashboard, you'll find buttons to:

1. New Observation - Start a new observation
2. Export - Export observation data to CSV
3. Reports - Access detailed observation reports

Observation Views

Your dashboard provides different views of observation data:

My Observations

Shows observations where you were the observable (person being observed). This view includes:

• Completed observations you've received
• Observation dates and observers
• Form sets used
• Current status

Available to users with the Observable role

Conducted Observations

Shows observations you've conducted as an observer. This view displays:

• All observations you've completed
• Observable names and dates
• Organizations where observations occurred
• Completion status

Available to users with the Observer role

All Observations

Administrative view showing all observations you have access to based on your role and organization assignments.

Available to users with Organization Administrator or System Administrator roles

Understanding Observation Status

Observations display with different status indicators:

• Open - Observation in progress, not yet submitted
• Closed - Observation completed and submitted
• Draft - Observation saved but not completed

Filtering and Searching

Use the filtering options to find specific observations:

Date Range Filters

1. Select start date
2. Select end date
3. Click Apply to filter results

Organization Filters

1. Choose specific organizations from dropdown
2. Filter by single or multiple organizations
3. Clear filters to see all accessible observations

Search Functionality

1. Enter search terms in the search box
2. Search includes observable names, observer names, and form titles
3. Results update automatically as you type

Observation Counts

Your dashboard displays observation totals:

• Total Observations - All observations in your scope
• This Month - Observations from current month
• This Week - Observations from current week
• Open Observations - Incomplete observations requiring attention

Quick Access Features

Recent Activity

The dashboard shows your most recent observation activity:

• Latest observations conducted
• Recent observations received
• Pending observations requiring completion

Navigation Shortcuts

Access related features directly from the dashboard:

• Form Sets - Manage observation forms
• Reports - View detailed analytics
• Performance Reviews - Link to performance review module
• Users - Manage observable staff

Taking Action

From your dashboard, you can:

1. View existing observations by clicking on them
2. Edit open observations that aren't yet submitted
3. Export observation data for external reporting
4. Create new observations using available form sets

Role-Specific Features

For Observers

• Quick access to start new observations
• List of recent observations conducted
• Pending observations requiring completion

For Observables

• View all observations you've received
• Track feedback and ratings over time
• Access to observation history

For Administrators

• Overview of observation activity across organizations
• Export capabilities for reporting
• User management shortcuts
• Analytics and trending data

The observation dashboard serves as your central hub for all observation activities, providing the tools and information you need to effectively manage the observation process in your educational setting.