Observer: Scheduling Activities from the Roster View

Activities can be scheduled and accessed directly from the My Roster tab on the Observer dashboard. The Observer also has the option to schedule in bulk from the Roster view.

To Schedule an Activity for a Learner

1. Click the Schedule button under a specific Learner. The search function can be used to search by either first or last name to quickly locate a Learner.
   
   
2. Select the appropriate activity in the Request an Observation window. Once selected, click Next.
   
   
   
   
3. In the scheduling window, select a date and time. If the activity has multiple steps, the Next button will appear in the scheduling window.
   
   
4. Choose whether to send a calendar invitation to yourself and/or to the Learner by checking the appropriate Send an invitation boxes. Prevent all emails from sending to the learner by selecting Keep this private.
   
   Please Note: If your activity has multiple scheduling steps, you need to make the appropriate selections in each step.
   
   
   
   
5. When you are finished, click Submit.
   
   Helpful Hint: Clicking an activity name under the Assigned Activities & Meetings column will take you to the Observations Breakdown view of your Observer dashboard.

Scheduling an Activity for Multiple Learners

If you have an activity that involves multiple learners, such as a deadline for uploading Additional Artifacts, you can use bulk scheduling to schedule all of the included learners in one scheduling action.  It is worth noting that although an activity can be scheduled in bulk, activities cannot be deleted in bulk. Instead, observers can delete activities individually.

1. Click on the Bulk Schedule button to the right of the search bar.
   
   
2. Select the activity you wish to schedule and then click Next.
   
   
3. Select the Learners that will be scheduled for this activity and then click Next.
   
   
4. In the scheduling window, select a date and time. If the activity has multiple steps, the Next button will appear in the scheduling window
   
   
5. When you are finished, click Submit.