Coach: Create an Observation – Alchemy Systems Help Center

In Manager, navigate to Activities and select Observations
Select the Create New Observation button to create a new Observation
Fill in ALL required fields
- Type in a name in the Observation Name text box
- Select the language
- Select the Worksite, multiple worksites can be selected
If the Observation is meant to align with an existing training requirement, such as an Observation that is already tracked in a separate system, enter an identifier in the External ID text box to relate the Observation to the external training requirement
Select Save
The screen will refresh and create a Draft Observation at the bottom of the page
Select Edit

Properties Tab

Select the Questions tab
Select the Add New Section
- A section is a tool to help you organize questions
Type in a name for the section and select Save
- The section will appear on-screen

Select a section to highlight it and click Add New Question
Select a question type from the drop-down menu and select the Next button
- Note: The question type cannot be edited once it has been chosen
Type in a question and answers
- Enter optional instructions, tips, or resources in the Question Notes field. This field should provide additional clarifying information for the Coach who is performing the Observation. It is not a required field, so if you do not have any clarifying notes for the Coach then you can leave the field empty. Select the Save button
Continue adding sections and questions to build your Observation

Select the Preview tab to preview the observation
If ready to publish, return to the Questions tab and select the Publish button
The screen will refresh showing the observation listed under the Published Observation heading
The Observation will be available in the Coach application after you Sync the Coach device with Manager