NOTE: Only the person who started an observation will be able to edit, close, reopen, or delete
the observation. Any evaluator may move items to and from the checklist regardless of who created it.
How do I move an observation from the Non-Checklist Evaluation Items to a Checklist Item?
Before an observation can be moved from the Non-Checklist Items to the Checklist, there must be an open (not started) observation on the Checklist (A) to link it to.
In the Non-Checklist Evaluation Items, (1) click to open the observation to be moved.
In the observation module, (2) click on the Manager tab > (3) under Utilities click the blue link, “Add to Checklist.” If more than one checklist items are available, select the appropriate on placement.
(4) The item will now be listed in the Checklist.
How to Delete an Observation
NOTE: Only the person who started an observation will be able to edit, close, reopen, or delete
the observation.
Open the observation module, (1) click on the Manager tab > (2) under Utilities click the blue link, “Delete Observation.”
How to Reopen a Completed Observation
NOTE: Only the person who started an observation will be able to edit, close, reopen, or delete
the observation.
(1) Select the observation that you would like to reopen.
(2) Click the Manager tab > under Observation Timeline, (3) click the blue link “Reopen”
(4) In the textbox that will appear, you must provide the reason for reopening the observation using a minimum of 30 characters (5) click “Submit” after entering the justification requirement.
