Notes (Assess)

Notes (Assess)

Relevant for: Normal Observers, Lead Observers, Moderators (see "Observer roles in the App")
For notes, the view differs depending on whether you are working in landscape or portrait mode.
If you use the Web-App, there is no distinction between landscape and portrait format. Here you work in landscape format by default and  you can follow the representations in the screenshot 1 to 1.
  1. In landscape mode, the notes (pencil & keyboard) are always visible on the right side, regardless of what is selected on the left side in the bottom row, i.e. "Assess" or "Documents". 
  2. In portrait mode, you can choose between "Assess", "Documents" and "Notes" in the bottom row and see only the selected page on the whole screen.  
The following explanations and screenshots refer to landscape format, but can be transferred almost 1 to 1 to portrait format.
If the Assessment is still in Draft status, you cannot take notes. You can click "Assess" in the Schedule and open the new page, but you cannot assess or make notes. 



You have two options to make annotations and notes on the exercise or Candidate: with a "Pencil" or a "Keyboard". 

If you want to take handwritten notes, then click on "Pencil" at the bottom right and use the Apple Pencil, a third-party pencil or your fingers to write. The Apple Pencil is activated by default (see "App overview").

If you want to make text notes, select "Keyboard" at the bottom right. Here you can make two different types of notes: competency-specific and exercise-specific notes.

Competency Notes

For the competency notes, you will see the same competencies in the top text box that you see on the left side of the Assess page and observe during the Assessment.
To make a note for a specific competency, click on the icon on the far right with the three lines and the "+". A new line will appear at the corresponding competency with the note "Type '+' , '-'  or '0' to change category". You can then not only note your observations in this line, but also categorize them. Three different categories are available for categorizing the notes:
  1. "Strengths" (indicated by the green circle with the plus), 
  2. "Development areas" (indicated by the red circle with the minus) and 
  3. "Neutral Observations" (indicated by the gray and empty circle).
To switch between categories, press either "-" (development area), "+" (strength) or "0" (neutral) on your keyboard, or click the "swap arrow" icon to the right of the circle indicating the category. Alternatively, you can also use the "Tab key” on your keyboard to switch categories.
To add another note to a competency, click again on the box on the far right with the three lines and the "+" or press "Enter" on your keyboard.
Use the arrow keys (up and down) to navigate between the notes.
You can stop typing a competency-specific note by collapsing the keyboard in the iPad app.
To delete a note, click on the red "trash can icon". 

The "trash can icon" is only visible once you click in the line with the note.

By clicking on the "arrow" next to the name of the competency, you can expand and collapse the individual notes for the corresponding competency.
To keep an overview at any time, you can also display all competency notes at once by clicking on "Expand All" at the very top of the page, and you can collapse them again by clicking on "Collapse All".


General Exercise Notes

For the general exercise notes, click in the text box below and enter your notes using the keyboard. Here you can make cross-competency notes in each exercise. You have many formatting tools available above the text box that you can use to edit your notes accordingly.
In the Web-App, you can only make text notes and competency notes. Handwritten notes cannot be made but can be viewed.




The notes you make are each assigned to exactly one Candidate. Here, too, you can change the Candidate by clicking on the name in the upper right corner and save your entries by clicking on "Submit Ratings". 
After clicking on the "Submit Ratings" button, a pop-up window appears informing you about the synchronization status. Here, the progress bar shows what percentage of the ratings and notes have already been synchronized. You also have the option to cancel the upload by clicking the "Cancel Upload" button. 
A new pop-up window will appear with a warning that you will have to restart the synchronization if you stop the process now. If you are sure that you want to cancel the upload, click "Yes". The pop-up windows will close automatically and you will be back on the "Assess" page. Click "No" if you do not want to cancel the synchronization of the data; the upload will then continue. Once the upload is finished, you can "Close" the pop-up window or "Proceed with consolidation".

If you cancel the synchronization of the data, the notes and ratings are not saved. They are then only locally available for you, but cannot be viewed by the Moderators in the Consolidation.




You can download your notes in the Assessment overview under "Export Notes" (top left).




    • Related Articles

    • Assess

      Relevant for: Normal Observers, Lead Observers, Moderators (see "Observer roles in the App") Overview If you click on "Assess" in the bottom row on the left, you will first see an "Overview" of the competencies & Behavior Anchors to be assessed in ...

    • Notes

      Under "Notes" (1), you as moderator can view the notes of all observers on the various candidates in the different exercises. To do this, the "Share notes" function must first be activated in the cockpit for the respective assessment.  Click on the ...

    • Assess overview

      Relevant for: Normal Observers, Lead Observers, Moderators (see "Observer roles in the App") In the Assessment overview, click on "Assess" in the Schedule for the desired exercise and a new page will open. If the Assessment is still in Draft status, ...

    • Assessment Results and Notes

      Assess. Results During "Consolidation" navigate to the "Assess. Results" (1) page to see your exercise ratings for the individual candidates. Click on the candidate's name (2) in the top right-hand corner to switch between individual candidates. App ...

    • Documents and Notes

      Documents On the "Documents" page you can view the candidates' CVs (or other documents) and exercise descriptions. All documents assigned to the exercise are always displayed here for all candidates. Notes In the vertical view, you can take notes on ...