Once a Process has been assigned, the people carrying it out get a place to work from. For an Observer, that place is the Observer dashboard — a single view of every Observee you have been paired with, every Step in their Process, and where each one stands.
This article covers what the Observer dashboard shows and how to move around it: the legend, the status dots, the filters, and the Observee Cards button. Doing the actual work on a Step — adding Evidence, signing, or marking a Step Done — is covered in How to Work on an Observation Step, and the Cards pane has its own article, Using Observation Cards. To learn how a Process gets assigned in the first place, see How to Assign Observers and Observees to a Process.
Who Is This Article For?
The Observer dashboard is for anyone assigned as an Observer on a Process. An Observer can be any User level. If you have been paired with one or more Observees, the Process appears on your dashboard automatically — there is nothing to set up. If you expected to see a Process here and it isn't showing, ask your administrator whether you have been assigned as an Observer.
This article is for these User levels, when they have been assigned as an Observer:
User
Admin
Super Admin
Account Owner
Open Your Observer Dashboard
From the left navigation, open Observations. Your dashboard appears with the blue Observer title at the top.
Two controls sit at the top of the dashboard:
As Observer / As Observee tabs — the As Observer tab is the view this article covers. If you are also an Observee on a Process, an As Observee tab appears next to it, showing the Processes where you are the one being observed. That side is covered in Your Observations Dashboard: Observee View.
Manage Processes > — if you also build or manage Processes, this button takes you to the Process management area. Use < Observations to come back to your dashboard.
Read the Dashboard
Each Process you are assigned to appears as its own block. The block header reads «Process name» — #/# Observees, where the count shows how many of the Process's Observees are assigned to you. Use the chevron on the right of the header to collapse or expand a Process block.
Inside the block, your Observees are listed down the left under the Observee column, and the Process's Steps run across the top as columns. A Main-Step that contains Sub-Steps groups its Sub-Steps beneath its header. Where an Observee's row meets a Step's column, a colored status dot shows where that Step stands.
The Legend: Roles and Statuses
A legend sits to the right of each Process header so you can read the dots at a glance. It has two parts.
Who the Step is for:
Observer — only the Observer works on the Step.
Observee — only the Observee works on the Step.
Both — the Observer and the Observee both take part.
Where the Step stands:
Not Started — no one has begun the Step yet.
In Progress — the Step has been started but isn't finished.
Waiting — the Step is waiting on someone else before you can act — for example, a Step assigned only to the Observee.
Done Late — the Step was completed after its due date.
Done — the Step is complete.
Work from a Status Dot
Click a Step's status dot to open a short menu:
Add Card — adds the Step to the Observee Cards pane so you can group the Steps you want to focus on. See Using Observation Cards.
Open — opens the Step's work screen, where you add Evidence, sign, or mark the Step Done. See How to Work on an Observation Step.
Open in New Tab — opens that same work screen in a new browser tab.
Clicking an Observee's name opens the Observer Tracker — a vertical view of that one Observee's full Process, listing every Step with its status, score, and description. From there, use Previous and Next to move between your Observees; the list wraps around, so Next from your last Observee returns to your first.
Filter What You See
When you are assigned to several Processes or many Observees, two tools help you narrow the view.
The Process filter opens a pop-out where Select All Processes/Steps is checked by default. Each Process is listed collapsed and can be expanded to its individual Steps, so you can show just the Processes — or just the Steps — you want to see.
The Filter Bar runs across the top of the dashboard with these filters:
People — narrow to specific Observees.
Custom Fields — filter by your Account's Custom Fields.
Categories — filter by the Categories applied to your Processes.
Process — show one or more specific Processes.
Step Status — show only Steps at a chosen status (Not Started, In Progress, Waiting, Done, Done Late). With none checked, every status is shown.
Start and Due dates — limit the view to a date range.
The ... menu on the Filter Bar offers Load Default to return to the standard view. A Search box next to it lets you find an Observee by name.
Open Observee Cards
The Observee Cards button opens a pane that slides in from the right, where the Steps you have added with Add Card are grouped per Observee so you can work through them as a focused list. The pane and its tools are covered in Using Observation Cards.
What's Next
How to Work on an Observation Step | Sibme Help Center
Using Observation Cards | Sibme Help Center