Observer Dashboard Overview

The Observer dashboard allows you to view the Learners you are responsible for observing as well as schedule and manage their activities.

You can also navigate to the site’s main sections to access areas and features that have been enabled by your district.

When viewing a Learner's homepage, you will have additional navigation available to you to quickly access the feature you are looking for.

Dashboard Views

The Observer dashboard offers a variety of views to allow the Observer to choose which view works best for their workflow.

• Roster 
• Observations Breakdown
• Calendar
• Legacy
  
  

The Roster View 

• The My Roster tab will list all assigned Learners alphabetically.  Each Learner row will display any upcoming scheduled activities.  At the end of the Learner row, you can click an activity name to schedule for that learner.  Bulk Scheduling is also available.
• Read Only Roster tab will show any Learners you have read-only access to as well as which activities have been scheduled so you can view them.
• Use the search function to search by either first or last name to quickly locate a Learner.
• Upcoming appointments will display at the top of your Roster view.
  
  

The Observations Breakdown View

• This view allows the Observer to choose and schedule an activity listed on the left-hand side of the page for their Learners.  Learners the activity should not be scheduled for will not appear in this view.
• This view allows you to see all scheduled activities of a specific type by both Learner and by Date.
  • Once an activity is scheduled, you can see it in the Learner row on the User tab or on the calendar which shows two weeks of scheduled appointments.
    
    

The Calendar View

• The Calendar view allows Observers to view scheduled activities on a calendar. 
• Observers can customize the view to display by day, week, or month.
• Click the Schedule button to schedule a new activity from this view.
  
  

The Legacy View

• The Legacy view is similar to the original Observer dashboard on EdReflect.
• Learners are listed horizontally across the top of the page while activities are listed vertically on the left-hand side.  
• Bulk and Individual Scheduling is available.
• Use the search function to search by either first or last name to quickly locate a Learner.
• Scheduled activities will appear as a grid by learner/activity.