Every Observation is carried out one Step at a time. When you open a Step from your dashboard, you land on its work screen — the single place where you do what the Step asks: add Evidence, complete a Form, enter a score, sign, and mark the Step Done. The same work screen serves everyone a Step can be assigned to, so what you can do on it depends on whether the Step is for the Observer, the Observee, or Both.

This article covers the work screen itself. Getting to it — reading your dashboard, the legend, the status dots, and the filters — is covered in Your Observations Dashboard: Observer View and Your Observations Dashboard: Observee View.

The Step work screen is for anyone carrying out an Observation — whether you are the Observer doing the observing, the Observee taking part, or both at once. What each Step lets you do depends on who it is assigned to; a Step assigned only to the other person shows as Waiting until it is your turn. If a Step isn't behaving the way you expect, ask your administrator how the Process was set up.

This article is for these User levels, when they are assigned to a Step as an Observer or Observee:

You reach the work screen from a status dot on your dashboard. From the left navigation, open Observations, then find the Step you want in the grid. Click its status dot to open a short menu and choose:

On the Observer dashboard the same menu also offers Add Card, which is covered in Using Observation Cards.

The work screen keeps the same frame no matter what a Step asks for:

Some Steps assigned to Both are set so one person acts before the other. If it isn't your turn yet, the work screen shows a Waiting message — for example, "Waiting on Observee! You'll be able to complete your part of this Step after the Observee's part is finished." Once the other person finishes their part, the Step opens for you to complete. Which person goes first is set when the Process is built (for signing, see Sign a Signature Step below).

Most Steps collect Evidence — the Videos, Audios, notes, Artifacts, and Forms that document the Observation. The Evidence tab lists what has been added; when a Step is empty, it reads No Evidence has been added!

To add Evidence, use the green + (or the highlighted buttons shown on an empty Step) and choose from:

Selecting an Evidence item opens it in the preview pane on the right, where you can read a document, watch a recording, or review comments. Use + Summary to add a written summary for the Step.

When a Process Manager attaches a Form to a Step, the Form appears as a tile in the Evidence pane, labeled with the Form's name. Select the tile to open the Form, fill it out, and save it. Once completed, the Form is kept with the Step as Evidence, alongside anything else you have added. If the Step is assigned to Both and set so the other person goes first, the Form opens for you only after their part is finished — until then the Step shows a Waiting message.

Some Steps are set up to be scored. When they are, a Score tab appears next to Evidence.

For a Step scored with a Max Value, enter a number up to the Max Value the Process Manager set. The Max Val column on your dashboard shows that ceiling; a dash means the Step isn't scored.

Other Steps score against a Framework and its Performance Levels rather than a single number. These show each Framework indicator with a Performance Level menu and roll the results up into an Average Performance Level (Avg. PL). Because Framework scoring has more moving parts, it is covered in its own article on scoring a Step with Performance Levels.

A Step can require a Signature to complete it. A Signature Step shows your name in a signature font with the note Your signature is required to complete this step, followed by a Disclaimer your Account can customize. Review it, then select Confirm & Sign. Once signed, the Step shows your name, a green Signed badge, and the date and time you signed.

When a Signature Step is assigned to Both, the Process sets the signing order:

The person who has to wait sees a Waiting message until it is their turn.

When you have finished a Step, select Done at the bottom right of the work screen. The Step is marked Done right away and the button changes to Undone. On your dashboard, the Step's status dot turns green for Done — or Done Late if it is past the due date.

If a Step was marked Done by mistake, or needs more work, select Undone. A Why Undone? window opens where you enter Undone Notes explaining the change; then select Save. The Step returns to active, and a ? appears in the Undone column on your dashboard. Anyone viewing the Step can select that ? to reopen the Why Undone? window and read the note.