Observer: Scheduling Activities from The Observation Breakdown View

Activities can be scheduled and accessed directly from the Observation Breakdown tab on the Observer dashboard.

To Schedule an Activity for a Learner

1. Select an activity to schedule from the list on the left side of the screen.
   
   
2. A list of Learners this activity can be scheduled for will be listed. 
   
   
3. Click the Schedule button under the specific Learner. The search function can be used to search by either first or last name to quickly locate a Learner. 
   
   
4. Observers can also schedule an activity by date by clicking on the By Date or Legacy Navigation tabs.
   
   
5. In the scheduling window, select a date and time. If the activity has multiple steps, the Next button will appear in the scheduling window.
   
   
6. 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.
   
   
   
   
7. When you are finished, click Submit.