Who Can Manage Observations
The Observations page in the main navigation is available to principals (Organization Manager role), assistant principals (Observation Manager role), and account owners (Owner role). These roles can view and manage all observations across their school or schools.
Coaches (Observer role) can manage their own observations from the Home page and the individual observation page, but do not have access to the Observations list page.
The Observations List
The Observations page displays a table with all observations. The table includes the following columns:
Column | Description |
Teacher | The name of the observee |
Form | The observation form used |
Observed By | The name of the observer |
Observed Date | When the observation took place (MM/DD/YYYY) |
Status | A clickable dropdown showing Open (red) or Closed (green) |
Actions | PDF download and delete buttons |
The table supports sorting by clicking any column header. Click a column header once to sort ascending, again to sort descending.
Filtering Observations
A filter panel on the right side of the page lets you narrow the observations list. Available filters are organized as collapsible accordion sections:
School -- Filter by school. Appears only if you belong to multiple schools. Your current school is pre-selected by default. Click Clear to remove the selection.
Teacher -- Search and select one or more teachers (observees)
Observer -- Search and select one or more observers
Form -- Search and select one or more observation forms
Category -- Filter by category items assigned to observations
Tags -- Filter by tags
Date Range and Search
Above the table, you will find two additional controls:
Date Range Picker -- Select a custom date range or choose from preset options:
This Month
Year to Date
Fall Semester (for the current school year)
Spring Semester (for the current school year)
Current Academic Year
Previous Academic Year
Click Clear in the date picker to remove the date filter.
Search -- Type in the search field (placeholder: "Search here...") to filter observations by keyword. The search is debounced to avoid excessive requests as you type.
Viewing an Observation
Click on any row in the observations table to open the observation in a sliding detail panel on the right side of the page. The panel shows:
The form name as the panel title
Observation metadata: status, ID, observed user, observed by, observed on (date and time), and school
Click Show more to expand and see category selections
The completed form with all responses displayed in read-only format
Detail Panel Actions
At the bottom of the detail panel, you will find three buttons:
Export -- Download the observation as a PDF
Delete -- Remove the observation (with confirmation)
View or Edit -- Navigate to the full observation page. The button text changes based on status: it shows "View" for closed observations and "Edit" for open ones.
Changing Observation Status
You can change an observation's status directly from the table without opening it:
Click the status dropdown on the observation row (the colored badge showing "Open" or "Closed")
Select Mark as Open or Mark as Closed
A confirmation dialog appears: "Are you sure you want to mark this observation as Open/Closed?"
Click Yes to confirm or No to cancel
Reopening a closed observation makes it editable again -- the observer (or anyone with edit permissions) can modify responses, categories, tags, and notes. Closing an open observation marks it as complete and switches it to read-only mode.
Deleting Observations
To delete an observation from the table:
Click the trash icon in the Actions column of the observation row
A confirmation dialog appears: "Are you sure you want to delete this observation? This action cannot be undone."
Click Yes to confirm the deletion
You can also delete an observation from the sliding detail panel by clicking the Delete button.
Deletion is permanent. The observation and all associated responses, categorizations, and tags are removed.