How do I start an observation from the Touchpoint Dashboard?

Learn how to start an observation or evaluation for one of your observees using the Touchpoint Dash.

Please note: this article is primarily for users with a Coach role and above.

Start at the Touchpoint Dashboard:

If you aren't already there, click on the home icon, or Grow logo, to navigate to the Touchpoint Dashboard

To start the observation:

First, find the user you're looking for. Click Observation next to the user's name, and select Observe.

Pro tip: You can use the Filter table by text box to search for a user's name.

Select the name of the form you'd like to use from the drop-down and click Start.

 

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