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Viewing and Managing Observations

Last updated on Apr 02, 2026

Viewing and Managing Observations

You can access and manage observations from multiple locations in the system depending on your role. The system organizes observations into different views to help you find what you need quickly.

Accessing Your Observations

My Observations

Navigate to My Observations to view observations where you were the observee (the person being observed). This includes:

  • All closed observations conducted on you
  • Observations from any observer in your organization
  • Complete observation records with scores and feedback

Conducted Observations

Navigate to Peer Observations to view observations you conducted as an observer. This shows:

  • All observations you performed
  • Both open and closed observations
  • Observations across all organizations you have access to

All Observations

Organization Managers and System Administrators can access the main Observations page to view:

  • All observations within their scope
  • Organization-wide observation data
  • Advanced filtering and reporting options

Understanding Observation Status

Observations display different status indicators:

Open Observations

  • Currently in progress
  • Can be edited and updated
  • Not yet finalized or submitted

Closed Observations

  • Completed and finalized
  • Cannot be modified
  • Available for reporting and review
  • Email notifications sent to participants

Viewing Observation Details

Click any observation to access the detailed view, which includes:

Summary Information

  • Observee name and details
  • Observer information
  • Observation date and duration
  • Form set used
  • Overall scores and ratings

Form Responses

  • All questions and selected answers
  • Rubric ratings and scores
  • Section-by-section breakdown
  • Weighted scoring if configured

Comments and Feedback

  • Observer comments on specific questions
  • General observation notes
  • Discussion threads between participants

Attachments

  • Photos, videos, or documents added during observation
  • Attachments organized by question
  • Media files with preview capability

Downloading Observation PDFs

Generate PDF reports of observations for record-keeping or sharing:

  1. Open the observation you want to export
  2. Click the PDF or Export button
  3. Select your preferred format options
  4. The system generates the PDF in the background
  5. Download when processing is complete

PDF Contents

Generated PDFs include:

  • Complete observation header with participant details
  • All form responses and ratings
  • Observer comments and feedback
  • Score summaries and calculations
  • Timestamp and authentication information

Filtering and Searching Observations

Use the filter options to find specific observations:

Date Range Filters

  • Filter by observation date
  • Set custom date ranges
  • View observations from specific periods

Participant Filters

  • Filter by observee name
  • Filter by observer
  • Search by participant roles

Organization Filters

  • Limit to specific schools or departments
  • View district-wide observations
  • Filter by organizational hierarchy

Form and Content Filters

  • Filter by form set used
  • Search by content area
  • Filter by grade level
  • View specific evaluation types

Status Filters

  • Show only open observations
  • View completed observations only
  • Filter by formal vs. informal observations

Observation Comments and Discussions

Participate in observation discussions through the comments system:

Viewing Comments

  • Comments appear linked to specific form questions
  • General comments display in the main observation view
  • Comment threads show all participants

Adding Comments

  1. Navigate to the observation detail view
  2. Click Add Comment or the comment icon
  3. Enter your feedback or question
  4. Click Save to post the comment

Comment Notifications

  • Participants receive email notifications for new comments
  • Comments create ongoing discussion threads
  • All comments are preserved in the observation record

Exporting Observation Data

Reporters and Administrators can export observation data in bulk:

Individual Exports

  • Export single observations as PDF
  • Include or exclude specific sections
  • Choose detailed or summary formats

Bulk Exports

  1. Navigate to the observations list
  2. Apply desired filters
  3. Click Export
  4. Select CSV or PDF format
  5. Choose data fields to include
  6. The system processes the export job
  7. Download the completed file

Organization-Specific Observation Views

When working within a specific organization:

  1. Navigate to the organization page
  2. Click Observations to view organization-scoped data
  3. All filters and exports apply within that organization
  4. Results include the organization's descendant schools

This scoped view helps administrators focus on their specific organizational area while maintaining access to comprehensive observation data.

Managing Observation Access

Your observation access depends on your assigned roles:

  • Observees see observations where they were observed
  • Observers see observations they conducted
  • Organization Managers see all observations in their organization
  • System Administrators have access to all tenant observations
  • Reporters can view and export observation data for analysis

The system automatically filters observations based on your permissions, ensuring you only see data you're authorized to access.