When you've been assigned to a Process as an Observee, you get your own place to follow along. That place is the Observee dashboard — a single, top-to-bottom view of one Process showing every Step, who each Step is for, and where each one stands.
This article covers what the Observee dashboard shows and how to move around it: choosing a Process, reading your Steps, the legend, the status dots, and the Step Description panel. Doing the actual work on a Step — adding Evidence, completing a Form, signing, or marking a Step Done — is covered in How to Work on an Observation Step. To see how a Process gets assigned to you in the first place, see How to Assign Observers and Observees to a Process.
Who Is This Article For?
The Observee dashboard is for anyone assigned as an Observee on a Process — the person whose practice is being observed. An Observee can be any User level. Once you've been assigned, the Process appears on your dashboard automatically; there's nothing to set up. If you expected to see a Process here and it isn't showing, ask your administrator whether you've been assigned as an Observee.
This article is for these User levels, when they've been assigned as an Observee:
User
Admin
Super Admin
Account Owner
Open Your Observee Dashboard
From the left navigation, open Observations. If you're only an Observee, your dashboard opens directly to the blue Observee title at the top — there are no tabs to choose. If you're also an Observer, select the As Observee tab to switch to this view.
Two things sit alongside it:
As Observer / As Observee tabs — the As Observee tab is the view this article covers. If you're also an Observer on a Process, an As Observer tab appears next to it, showing the people you've been paired with to observe. That side is covered in Your Observations Dashboard: Observer 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.
Choose a Process
The Process dropdown at the top left lists every Process you've been assigned to as an Observee. Pick one to load it; the dashboard shows a single Process at a time. If you're only in one Process, it's selected for you and the dropdown doesn't appear.
Read Your Steps
Your Process is laid out top to bottom, with one row per Step and these columns:
Steps — the name of each Step.
Status — a colored dot showing who the Step is for and where it stands (see the legend below).
Max Val — the highest score the Step can earn, when it's set up to be scored. A dash means the Step isn't scored.
Avg. PL — the average Performance Level pulled from the Step's scored Frameworks, when the Step uses Performance Levels instead of a single score. A dash means it doesn't apply.
Undone — shows a ? when a Step has been marked Undone (returned from Done back to active). Click the ? to open a Why Undone? window with the Undone Notes explaining why it was marked Undone. A dash means the Step hasn't been marked Undone.
Description — a short note about what the Step is for.
A Step that contains Sub-Steps appears as a header with its Sub-Steps nested beneath a connecting line. The header itself isn't a Step you act on — it groups the Sub-Steps under it, and each Sub-Step has its own status dot. Steps that stand on their own show their status dot directly.
The Legend: Roles and Statuses
A legend sits to the right of the Process dropdown so you can read the dots at a glance. Each dot combines two things — who the Step is for, and where it stands.
Who the Step is for:
Observer — only the Observer works on the Step.
Observee — only you, the Observee, work on the Step.
Both — you and the Observer 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 Observer or a Step assigned to Both but the Observer hasn't gone first.
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:
Open — opens the Step's work screen, where you add Evidence, complete a Form, 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.
See a Step's Description
Click the chevron ( > ) at the right end of any Step's row to open a Step Description panel that slides in from the right. It shows the Step's name and its full description, so you can read what a Step is asking for without leaving the dashboard. Close the panel with the X in its top corner.
What's Next
How to Work on an Observation Step | Sibme Help Center