Editing draft observations
Draft observations can be edited Managers are able to edit draft observations on the web system.
Editing draft observations on the practitioner app
- Log in as a practitioner to see the list of children you have access to.
- Tap the Drafts List icon at the top.
- Use the Observation By drop-down menu to select which observations you want to see: My Observations (observations you created), All Observations, or Parent Observations.
- Use the Status drop-down menu to select which observations you want to see: All, Draft, or Pending Review.
- Tap an observation to view it.
- Make changes as necessary.
- You can change whom the report is for by tapping the child's name in the top left, selecting a new child, and tapping Done.
- Tap Save as Draft, or Submit for Review so it can be checked over by a manager before being published.
Editing draft observations on the web system
- Click on Observations in the sidebar.
- Use the drop-down menu in the top right to select which observations you want to see: Draft, Pending Review, Published, or All. Note that you can't edit published observations from this screen.
- Click View.
- Click Edit next to the observation you want to edit.
- Make changes as necessary.
- You can change the child the observation is for, and which staff member created the observation, by clicking the Change Child and Change buttons near the top of the page, respectively.
- Click Save as Draft, or Submit for Review so it can be checked over by a manager before being published.
Practitioners with Can Publish Observations ticked on their profile will be able to Publish observations directly to the child's Learning Journey.
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