How to complete a Video or File Observation for other users who did not upload the artifact observed

In the event that you are an Admin or a Coach role who uploads a video/file to your own account on behalf of another user in your system, you can still perform an observation for that other user even though the artifact technically does not belong to their account.

Once the observation has been completed, it will share both the artifact and the observation form with the user for whom the observation was completed for. Learn more about how you can initiate an observation for another user for a video/file you own below:

Quick Actions Menu

To start a new video/file observation for a video you own in your account from the Quick Actions menu, hover over the 'lightning bolt icon' in the top, right-hand corner of your navigation bar. In the dropdown list, select either 'New Video Observation' or 'New File Observation.'

This will load a pop-up window asking for you to choose the user for whom you are completing the observation for. Click on the dropdown arrow and enter the name of the user in the text box provided.

Choose the user's name from the dropdown list, and you will then be prompted to select the video or file you are observing. Be sure to select 'My Files' to display the videos you own, as the other user's video/file was uploaded to your account - in this case.

Next, click on the video or file you would like to observe, and then click 'Start Observation.'

Coaching Corner

To start a new video/file observation from Coaching Corner, click on 'Coaching Corner' in your top navigation bar. Then select the 'Observations' tab. On your Observations page, click the 'New Observation' button and select either 'Video' or 'File' from the dropdown list.

This will load a pop-up window asking for you to choose the user for whom you are completing the observation for. Click on the dropdown arrow and enter the name of the user in the text box provided.

Choose the user's name from the dropdown list, and you will then be prompted to select the video or file you are observing. Be sure to select 'My Files' to display the videos and files you own, as the other user's video/file was uploaded to your account - in this case.

Next, click on the video or file you would like to observe, and then click 'Start Observation.'

Videos & Files

Lastly, you can start the observation directly from the video or file own. First navigate to the artifact from your Videos & Files page. Once you have opened the artifact, select ‘New Observation' in the top, right-hand corner. This will load a dropdown menu. From the dropdown menu, click 'Other User.'

This will load a pop-up window asking for you to choose the user for whom you are completing the observation for. Click on the dropdown arrow and enter the name of the user in the text box provided. Then click the 'Start Observation' button to begin.