When filling out an Observation or Self Assessment, you can click the Actions button found in the top, right-hand corner of your form to display a dropdown list of various actions you can make.
The Actions button allows for a more convenient toolbar when completing your form, housing all of your possible options in one easy to reach list!
Below we have listed what each option in the Actions menu provides when viewing either a drafted or completed observation/self assessment.
Draft Observations
Below are the listed options that will display when filling out a drafted observation.
- Delete - choose this to completely delete your current observation draft.
- Discard Changes - choose this if you accidentally chose to modify a form originally marked as Complete. This will remove any changes entered during this modification session and restore your observation to Coaching Corner>Observations>Completed Observations.
- Share - choose this to share your current observation draft with others. Doing so will only allow them to 'View' Permissions of the form as you continue to modify it.
- Request Feedback - choose this to request feedback on your current observation draft from a trusted coach or admin. The one you request for will be able to offer you feedback, which you can view in Coaching Corner>Observations>Feedback Requests.
- Save as Draft - choose this to save your current progress. This will save your form to Coaching Corner>Observations>Draft Observations.
- Save as Complete - choose this to publish your observation as completed privately. Doing so will not share the observation with anyone, nor will it share with the user whom you are completing the observation about. You will need to share the form with others or choose 'Complete and Share' for the observed user and/or others to see it.
- Complete and Share - choose this to publish your observation as completed and automatically share it with the observed user.
- Export to PDF - choose this to export a copy of your current observation draft as a PDF file.
Completed Observations
Below are the listed options that will display when filling out an observation saved as completed.
- Delete - choose this to completely delete your completed observation.
- Close Observation - choose this to close out of the completed observation you are viewing.
- Share - choose this to share your completed observation with others. Doing so will only allow them to 'View' Permissions of the completed form.
- Modify - choose this further modify your form. Doing so will save your form to Coaching Corner>Observations>Draft Observations until you mark it as Complete again.
- Clone and Modify - choose this to duplicate your completed observation form. This will open a new completed observation of a similar name with all materials carried over.
- Request Feedback - choose this to request feedback on your completed observation from a trusted coach or admin. The one you request for will be able to offer you feedback, which you can view in Coaching Corner>Observations>Feedback Requests.
- Export to PDF - choose this to export a copy of your completed observation as a PDF file.
Draft Self Assessments
Below are the listed options that will display when filling out a drafted self assessment.
- Delete - choose this to completely delete your current self assessment draft.
- Discard Changes - choose this if you accidentally chose to modify a form originally marked as Complete. This will remove any changes entered during this modification session and restore your self assessment to Coaching Corner>Observations>Self Assessments>Completed Self Assessments.
- Share - choose this to share your current self assessment draft with others. Doing so will only allow them to 'View' Permissions of the form as you continue to modify it.
- Request Feedback - choose this to request feedback on your current self assessment draft from a trusted coach or admin. The one you request for will be able to offer you feedback, which you can view in Coaching Corner>Observations>Feedback Requests.
- Save as Draft - choose this to save your current progress. This will save your form to Coaching Corner>Observations>Self Assessments>Draft Self Assessments.
- Save as Complete - choose this to publish your self assessment as completed privately. Doing so will not share the observation with anyone. You will need to share the form with others after choosing to complete.
- Export to PDF - choose this to export a copy of your current self assessment draft as a PDF file.
Completed Self Assessments
Below are the listed options that will display when filling out a self assessment saved as completed.
- Delete - choose this to completely delete your completed self assessment.
- Share - choose this to share your completed self assessment with others. Doing so will only allow them to 'View' Permissions of the completed form.
- Modify - choose this further modify your form. Doing so will save your form to Coaching Corner>Observations>Self Assessments>Draft Self Assessments until you mark it as Complete again.
- Clone and Modify - choose this to duplicate your completed self assessment form. This will open a new, completed self assessment of a similar name with all materials carried over.
- Request Feedback - choose this to request feedback on your completed self assessment from a trusted coach or admin. The one you request for will be able to offer you feedback, which you can view in Coaching Corner>Observations>Feedback Requests.
- Export to PDF - choose this to export a copy of your completed self assessment as a PDF file.