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Coach: How to Edit an Observation

Note: There are two types of Observations, Alchemy and Company Specific. The editing processes are very similar, this article discusses both.

Copy and Edit an Alchemy Observation

Alchemy Observations can be duplicated and the copy can be edited to become a Company Specific Observation. Note that the original Observation cannot be edited and will remain in the Observation Library.

1. Navigate to Activities>Observations
2. Find the Alchemy Observation you wish to copy and click COPY
3. Edit and/or select the required fields for the General Information and click SAVE
4. Next to the Draft Observation click EDIT
5. See the section below titled “Edit the Observation” for the next steps 

Copy and Edit a Company Specific Observation

Company Specific Observations can be edited and saved. When an Observation is “edited”, a new draft is created to be edited and the older version is automatically archived.

1. Navigate to Activities>Observations
2. Find the Company Specific Observation to alter and click EDIT
3. Click COPY TO DRAFT under the Published Observation
4. Click EDIT next to the Draft Observation
5. See the section below titled “Edit the Observation” for the next steps

Edit the Observation

1. If not already displayed, select the PROPERTIES tab
2. Edit the Observation Properties as needed
3. When complete, select SAVE
4. To edit questions and sections, select the QUESTIONS tab
5. Add new sections or new questions as needed
6. Edit section names as needed by clicking on the section title
7. Edit the question by clicking on the question  
8. Edit questions, question notes, and answers as needed
   • The question type cannot be edited. If you wish to change this, delete the question and add it again as a different question type

9. When satisfied with edited questions and sections, click PUBLISH 

Use the Observation in Coach

1. Sign into Coach on your mobile device
2. SYNC the device with Manager
3. Choose a user in your worksite
4. Select the Observation that you created
5. Conduct the Observation
6. SYNC with Manager