Observations are used when a manager, supervisor, trainer, etc needs to answer questions about a learner. These are sometimes called competency checks or skills observations. 

Examples of observations are: properly greeting a customer or answering a phone, making a new item on the menu, processing or handling a complaint, proper lifting technique for heavy items, etc. They could include marking a learner as having satisfactory knowledge or skills (or not) to proceed to the next topic or module. 

To create a new observation assessment: 
(To edit a currently existing observation, click here)

  1. Under the module you would like to add the observation to, click the plus + button
  2. Click Assessment
  3. Enter the title of your observation
  4. Add any instructions for the learner (eg assessment criteria or expectations)
  5. Change the "Type" drop-down from Quiz to Observation
  6. Add any instructions for the Observer (the person who will be conducting the observation)
  7. Add additional resources if desired (eg videos or documents)
  8. Click Questionnaire on the left side tab navigation
  9. Add all the questions for the observer to answer using the Create Question button
    Important: Ensure you have added all questions, since adding or removing questions later from this observation will clear out any in progress or outstanding submissions. 
  10. Once complete, click the Observer tab
  11. Click Add New and specify who can do the observations, and whether they can do them for everyone or only for certain locations.
  12. Check the Required Task box if that person/role is required to do the observation. This will send them an email and in-platform notification task to complete the observation. If the box is un-ticked, they will not get notified of learners requesting observations. 
  13. Click Preview and ensure it looks the way you'd like. Make any amendments if required
  14. Click Publish when complete

 

Learning Management System Australia