Assess: Notes
Relevant for: Normal observers, lead observers, moderators (see "User roles")In the web-based observer interface, you work in landscape mode by default and can refer to the screenshots 1:1. In the native iPad app, you can work in either landscape or portrait mode. Depending on your choice, the view for notes will differ, but the explanations and screenshots can be easily transferred to portrait mode as well.
- In landscape mode, notes (pencil & keyboard) are always visible on the right side, regardless of what is selected on the left side in the lower bar, i.e., “Assess” or “Documents”.
- In portrait mode, you can choose between “Assess”, “Documents”, and “Notes” in the lower bar and then see only the selected page on the entire screen.
If the assessment is still in draft status, you cannot make notes. While you can click “Assess” in the schedule and open the new page, you cannot evaluate or make notes.
In the web-based observer interface, you can make notes using the “Keyboard”. If you use the native iPad app, you can make notes with either a “Pencil” or a “Keyboard”.
To make handwritten notes, click “Pencil” in the bottom right and use the Apple Pencil, a third-party pen, or your finger to write. By default, the Apple Pencil is enabled (see “Observer Interface - Overview”).
To make text notes, select “Keyboard” in the bottom right. You can make two types of notes: competency-specific and exercise-specific notes.
Competency Notes
In the upper text field, the same competencies are displayed as those you see on the left side of the assess page and observe during the assessment.
To make a note for a specific competency, click the icon on the far right with three lines and a “+”. A new line will appear for the corresponding competency with the hint “‘+’, ‘-’ or ‘0’ to change the category”. In this line, you can not only note your observations but also categorize them. You have three categories for categorizing notes:
- “Strengths” (shown by the green circle with the plus),
- “Development Areas” (shown by the red circle with the minus), and
- “Neutral Observations” (shown by the gray empty circle).
To switch between categories, press either “-” (Development Area), “+” (Strength), or “0” (Neutral) on your keyboard, or click the “Swap Arrow Icon” next to the circle that shows the category. Alternatively, you can switch categories using the “Tab Key” on your keyboard. To add another note to a competency, click again on the field on the far right with the three lines and “+” or press “Enter” on your keyboard.
You can navigate between notes using the arrow keys (up and down). You can end the entry of a competency-specific note by collapsing the keyboard in the iPad app. To delete a note, click the red “Trash Icon”.
You can navigate between notes using the arrow keys (up and down). You can end the entry of a competency-specific note by collapsing the keyboard in the iPad app. To delete a note, click the red “Trash Icon”.
The “Trash Icon” only appears when you click in the line with the note.Clicking the “Arrow” next to the competency name allows you to collapse and expand individual notes for the respective competency.
To keep an overview, you can click “Expand All” at the top of the page to view all competency notes simultaneously and “Collapse All” to collapse them again.
To keep an overview, you can click “Expand All” at the top of the page to view all competency notes simultaneously and “Collapse All” to collapse them again.
General Exercise Notes
For general exercise notes, click in the lower text field and enter your notes using the keyboard. Here, you can make competency-crossing notes in any exercise. You have many formatting tools available above the text field to edit your notes accordingly.
In the web-based observation interface, you can only make text notes and competency notes. Handwritten notes cannot be made but can be viewed.
The notes you make are assigned to each individual candidate. If you are in a group exercise with multiple candidates and want to switch between them, click the “Candidate Name” in the upper right, and a drop-down menu will open allowing you to select between all available candidates for this exercise.
If only one candidate is assigned to this exercise, you cannot switch between different candidates. The candidate’s name will not be clickable.
If only one candidate is assigned to this exercise, you cannot switch between different candidates. The candidate’s name will not be clickable.
Please note that you need to submit the ratings and notes for each candidate individually by clicking the “Submit Ratings” button in the top right or at the end of the assess page.
After clicking the “Submit Ratings” button, a pop-up window will appear informing you about the synchronization status. The progress bar will show what percentage of ratings and notes have been synchronized. You also have the option to cancel the upload by clicking the “Cancel Upload” button. A new pop-up window will appear warning you that you need to restart synchronization if you end the process now. If you are sure you want to cancel the upload, click “Yes”. The pop-up windows will close automatically, and you will return to the “Assess” page. Click “No” if you do not want to cancel data synchronization; the upload will continue. Once the upload is complete, you can either close the pop-up window or “Proceed with consolidation”.
If you cancel the data synchronization, the notes and evaluations are not saved. They will be available locally to you only but cannot be viewed by moderators in the consolidation.
You can download your notes in the assessment overview under "Export Notes" (top left).
This button can only be clicked if there are already notes in the assessment. Otherwise, the button is grayed out and cannot be clicked.
This button is only visible to you if you have been granted permission by the (workspace) administrator to export files from the assessment. Further information on the authorizations of the user roles can be found here. Related Articles
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