Learn how to add a co-observer to an observation. This guide walks you through the steps to select a specific user and save your changes for a particular observation.
Tip: Co-observers must be enabled for your account. Please contact [email protected] or your Client Success Coach with any questions.
Adding a Co-Observer
1. Click the three dot menu.
2. Click "Modify Observer"
3. Click "Add User"
4. Click "Select Observer"
5. Select the Co-Observer
6. Click "Save"
7. Return to the active observation
8. Continue with your form.
You can see the added co-observer at the top.
Co-Observer: Accessing the Form
Tip: Once you have added a co-observer, they can enter responses as well.
9. The new observer can find the form in their unfinalized observations
Tip: The observation form is not a fully real-time collaborative document, but co-observers can both answer questions.
The observation will only count as one observation overall, but each observer will have the observation in their "count" of observations.