Facilitate a Multi-User Observation

The Intertek Mobile app has the ability to facilitate multi-user observations, refer to our Facilitate a Single-User Observation article for more information. 

Automatic Sync

Upon launching the Intertek Alchemy Mobile app, it will automatically sync with Manager. The app will also sync automatically upon completion of an Observation, and Corrective Action. Refer to How to Get Started with Observations for more information on syncing Manager and the app.

Launch a Multi-User Observation

There are two paths to launching an observation. The section below provides step-by-step instructions on how to launch an observation using the two different paths.

Path #1: Launching from Observations

1. Open the app, then select Observations. 
2. At the Observation listing, make your selection by clicking anywhere on the row.
3. Select your Language.
4. Select your Users by clicking on the checkbox next to the User name, then Perform Observation.
   • Click on the Filter Icon to use the Filter by Groups option to make your User selection. Undo the filter view by selecting the Filter Icon, then Reset. 
     

Path #2: Launching from Users

1. Open the app, then select Users.
2. Select your Users by clicking on the checkbox next to the User name, then Perform Observation.
3. At the Observation listing, make your selection by clicking anywhere on the row.
4. Select your Language.
5. Review the Users listed for accuracy before performing the Multi-User Observation. 
6. Open the app, then select Users.
7. At the User listing, make your selection by clicking anywhere on the User row.
   
8. Click on Perform Observations.
   • Before starting the observation, add more Users by clicking on the icon just top-right in the app.
     
      

Perform a Multi-User Observation

1. Review the Observation Instructions.
   • Select See More to view full instructions, if necessary.
2. Confirm that the Users selected are correct. 
   • You can add or remove Users by using the Add/Remove Icon located top right of the app.
     
   • You can delete Users by clicking on the X located on the right side of the app.
     
3. Click Begin.
4. By default, you can select answers for all or click Individual Answers to make selections for individual Users. 
   
5. Add comments and Add Photos.
   • Within the Individual Answers section, make a comment for each employee. 
     
   • Multi-User Comment allows you to make the same comment for some or all Users. Select all or specific Users then Next.
     
     
   • Make your comments, then Apply. 
     
   • Within the Individual Answers section, add a photo for each employee. 
     
   • Multi-Photo allows you to add the same photo for some or all Users. Select all or specific Users then Next.
     
     
   • You will receive a Message confirming addition of photos. If there are existing photos for that question, adding a photo will replace it. Click Ok.
   • After selecting Add, choose an option:
     • Photo Library allows you to choose an existing photo.
     • Take Photo allows you to take a new photo with the device camera. 
     • Note: You can add multiple photos to a question, repeat instructions below to add multiple photos. 
       
     • Select or take your image and annotate if desired, by clicking Annotate. Select Next to continue with the observation without annotations.  
       
     • Make your annotations, if desired, then select Apply.  Repeat this process, if annotating more than one photo. 
       
     • You will see the newly added photo, and can continue adding photos by repeating the steps above. 
       
6. Continue through each section and add summary comments or root cause analysis, if required as these are optional fields. You enter Individual Comments or select the Multi-comment option to select all or specific Users. 
   
7. Document the Coach and Employee signatures.
8. Make your final Observation Statuses by marking ALL Compliant or Not Compliant, or by using the Individual Statuses option, then click Submit. 
   
9. For Users of a Compliant Observation: 
   • Provide positive reinforcement using the PR Comments in the app then Mark Complete.
   • You can Select All or select specific Users to mark positive reinforcement as complete.
10. For Users of a Not Compliant observation:

    • Read and provide the Corrective Action (CA), or complete later. For step-by-step instructions on completing an in-app or a Manager CA, refer to our How to Complete a Corrective Action article.

       

Review Observation Results

To review in-app statuses of Observations refer to our Review Observation Results article for more information.