In TORSH Talent, you can easily designate an observation Type and designate the Cycle of the observation performed via the Overview tab of any Observation or Self Assessment you are working on.
Assigning a Cycle
When working on an Observation/Self Assessment, navigate to the 'Overview' tab. If your system has cycles inputted, click on the 'pencil icon' next to 'Cycle' to select the appropriate cycle.
Assigning a Type
To designate the observation type, click on the 'pencil icon' next to 'Type' and choose either 'Informal' or 'Formal.'
To designate the observation type, click on the 'pencil icon' next to 'Type' and choose either 'Informal' or 'Formal.'
If you forget to add a cycle and/or a type to an Observation while you are working on it, you can always edit these fields from the Observations page found in Coaching Corner.
NOTE: If you are a System Admin and you do not see any cycles to choose from, please contact your Customer Success Manager, who will be able to input your desired cycles!