Understanding the Dashboard: Observer Role

Document created by 2891213 Support on Mar 24, 2015Last modified by 2261986 on Sep 10, 2018
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Observer Dashboard Overview

Upon logging into the Relias Platform, you will be taken to your dashboard, or Home page.  If your User Permissions (Roles) include Observer, your Dashboard will look similar to the Dashboard shown below.  This should display any Skills Checklists for which you have been listed as an Approved Observer.  If you are assigned to many Skills Checklists, you can use the filters to narrow down your search.

 

As an Observer, you can record observations and give Learners credit for completing the Skills Checklist requirements.  For more information on recording observations, please view Skills Checklists - Recording Observations

 

Additional Dashboard Areas

Along the right side of your dashboard, you may have several additional areas including Announcements, My Saved Reports, and News. Depending on your site settings, these areas may vary.

 

Announcements will provide important information and updates from your organization.  To read an announcement, click on the title.  Announcements are created and updated by your Relias Administrator(s).

Announcements

 

My Saved Reports will provide quick access to any reports you have saved.  To run the report, just click on the title.  You may only save reports if you also hold Supervisor: Reports Management and/or Administrator role. You will be unable to view any saved reports while using your Observer user role. To learn more about saved reports, please see Saving a Report.

Saved Reports

 

The Newsfeed is a feed of current events in your field. This is also called Articles - News Section .  Click the title of the article to see the entirety of its content.   Your Relias Administrator(s) may choose to have this feature on or off for your site.

News

 

To get back to the Knowledge Base and the master list of topics, please click here: The Relias Platform How-To-Manual 

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