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Overview of Observe features Observation outputs and reports
Customising the observation framework Comparison features and reports
Observation, recording observation detail and issues arising


Observation and recording observation detail and issues arising

Observe is designed so that those undertaking observation can think through and record their findings using the observation template adopted by the organisation. Observers have the choice of either using a proforma document to record their observation findings or entering their findings directly to laptop computer.

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The software will hold upto 15 separate observation events for an individual member of staff.

To prepare for a new observation for a member of staff the Observer needs to have a copy of the observation file for the member of staff. The file should be opened by clicking File>Open Saved File or by clicking the Open a Saved File button on QuickStart. Their observation history, if recorded, can be displayed on the Grading, Event and View Progress screens. This is optional if an observer is carrying out a new observation.


On the Event screen you can view:
- details of the event
- the observation notes for various aspects of the observation
- the overall grade and the overall grade for the previous 4 events for the 3 perspectives.

You can also access the list of training modules to record training needs.

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To start a new observation for the observation file by click Start a new observation button on the Event screen.

Clicking this button will move the overall grade and event details forward by one event and will leave the grade and event details for the imminent event blank. All the text boxes on both the Event and Summaries screens will be blank apart from the personal details for the individual.

If, for any reason, this action needs to be reversed you can click Options> Cancel new observation and the original screen displays will re-appear.

If the observation is for an individual for whom there is not a saved file click File>Open Templates or click Open a Template File on the QuickStart screen. Then save the file using the file naming protocol for the organisation.

The observation file is now ready to record the outcomes of the immediate observation.


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The observer may prefer to make written notes about the observation rather than record gradings and observations directly into a laptop computer.

In practice a mix of observation techniques may apply.

The software can compile a hard copy observation document for an Observer. To compile this document for a specific individual, Open their observation file, select Record of Observation proforma, select whether to show grade history and click Compile. You will be asked to save under an appropriate file name.

Open the document in MS Word and print out.

This observation support document will show the name details for the individual, the observation indicators and the grades for the last 4 observations. The Observer can make comments, record training needs and allocate the grades in the appropriate boxes.

In the version whish does not show grade history, the grade history columns are replaced by space to record comments.

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Whatever techniques are used to record detail of the observation period, the observer should enter all the circumstances of the event to the Observe software using the text boxes on the Event screen. The observer should also enter any training needs arising by clicking the Training needs button.

The observer should also record the overall grade. When entering the grade click the radio button to select the appropropriate grade.

Refer to the grading rules as felt necessary.

When the observer has completed the assessment the observee should be asked to make comment on the Event screen.

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For product background details, prices etc. go to the website product page. Click here to download and here to access a rapid software evaluation routine in .pdf format