How to assign a Type and Cycle to your Observation

You can easily add a type and cycle to the Overview page of any Observation or Self Assessment you are working on.

Assigning a Cycle

When working on an Observation, navigate to the 'Overview' page. If your system has cycles inputted, click on the pencil icon next to 'Cycle' to select the appropriate cycle. 

Assigning a Type
To designate a 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 in Coaching Corner.

Note to System Admins: If you don't see any cycles to choose from, please contact your Customer Success Manager, who will be able to input your desired cycles!