Observer Interface: Overview
Relevant for: Normal observers, Lead observers, Moderators (see "User Roles")
On the start page, you will now see all the assessments to which you have been assigned as an observer. In the top left corner, you will see the workspace logo that has been set for the assessment's workspace. The orange accentuation shown in the screenshots will appear in the color that has been individually set for the workspace.
Next to the logo, you will see the "Observer Interface" button and the "Observer Interface Beta" button. The "Observer Interface" button opens the old version of the observer interface. The "Observer Interface Beta" button opens the new and improved observer interface. This version is currently still under development but is already accessible to users. Its development status is indicated by the "Beta" label.
In the top-right corner of the overview page, you will find a notification about current updates. This notification is a button that provides access to the related communication and announcements.
In the upper right corner, you will see your name. When you click the button, a new page opens where you can make settings in the observer interface or choose to log out.
Depending on the screen size, information may be displayed in a reduced format. On narrower screens, the displayed name may be shortened to the initials of the first and last name, the buttons in the top left for switching between different versions of the observation interface may be hidden, and on very narrow screens, the information in the top right may be consolidated into a three-line menu. Clicking this menu provides access to all mentioned areas and information.
Settings
The menu on the left-hand side indicates that you are currently in the "Account" section. This can be identified by the slightly darker text highlighting. Here, you will find the sections "Profile", "Preferences", "Security”, and "Privacy".
Profile
Under "Profile", you can update your first name, last name, and email address.
Preferences
Under "Language", you can adjust the language (German, English, French, Italian and Dutch) as well as the time zone using the drop-down menus. Select the desired option from the drop-down menu.
In addition, under "Start View", you can choose whether you would like to be directed to the "Observer Interface (Legacy)" or the "Observer Interface Beta" by default after logging into the Applysia software. Select "Observer Interface Beta" if you primarily work in the new and improved observer interface.
Under "Left-Hand Mode", you can enable left-handed mode for the observer interface. This setting affects which side of the screen the notes panel is displayed on during the assessment process.
Security
Under "Security", you can set a new password. To do so, you must enter your current password, your new password, and a confirmation of the new password.
The password must be at least eight characters long and include uppercase and lowercase letters, at least one special character, and at least one number.
Privacy
Under "Privacy", you can decide whether or not to share your usage data with Applysia to improve the software. Use the toggle switch on the right to turn the analytics function on or off. You can also access the privacy policy from here and view it on the Applysia website.
In the menu on the left, under "Account", you'll also find the "Security" section. Here you can manage your Multi-Factor Authentication (MFA) devices for additional account protection. MFA significantly increases the security of online accounts and device data by preventing unauthorized access, even if passwords are compromised. This is achieved by requiring a second, independent authentication factor in addition to your password.
Using the colored "Add Device" button in the top-right corner, you can add one or more devices for MFA use. Clicking this button takes you to a separate page containing setup instructions and a QR code. You can configure MFA there using a compatible authentication app such as Google Authenticator or Microsoft Authenticator.
An alternative to MFA devices is the use of "Backup Codes".
Observe
During the transition phase from our legacy observer interface to the new version, you will see a blue-colored disclaimer:
This is the new and improved observer interface. Please note that the Legacy View will be discontinued after November 30, 2026.
This message is provided for informational purposes regarding the beta phase of the new observer interface and has no impact on its functionality or use.
To the right of the "Observer Interface" heading, you will find a search field. Using the search field in the top-right corner, you can search across all assessments using keywords to quickly locate the desired assessment. The matching search term will be highlighted in the results. To clear the search, click the "x" on the right side of the search field.
Next to it, you will see the "Filters" button. Clicking on it will open a pop-up window. Here, you can make various settings to filter all assessments on the overview page according to specific criteria.
The following filter options are available:
- In the dropdown menu under "Organisations", you can select one or more organisations to filter the assessments accordingly. By default, no specific organisation is selected, meaning that assessments from all the organisations assigned to you will be displayed on the overview page.
By clicking the box next to the organisation name, you can select one or more organisations to be displayed in the filtered assessment overview.
The selected organisation(s) will be shown at the top of the dropdown menu.
Click the box again to deselect. Alternatively, you can select all organisations by clicking "Select" at the top left. Click "Reset" to undo the selection of desired organisations.
Click "Apply" to save your organisation filter settings, or "Cancel" to discard your changes.
- By clicking the field under "Target Positions", a dropdown menu will show a list of all target positions for which assessments are available. Selecting the desired target positions works exactly as described above under "Organisations".
- Under "Date Range", you can set a start and end date. This allows you to select only the assessments that take place within this period.
An assessment will be listed in the filtered view if the start and/or end date falls within the selected time period.
By default, no time period is preselected. You can select the start and end date by clicking on the left or right field.
The earliest date you can choose as the start date is the date of the earliest assessment in your workspace. The latest date you can choose as the end date is the date of the latest assessment in your workspace.
Fields that cannot be selected (e. g. because there are no assessments at that time) are greyed out and cannot be clicked.
A calendar view will open, allowing you to adjust the day, month, and year. This view always displays two months at a time. Use the arrow symbols in the top left and right to select an earlier or later month. Alternatively, you can click on the month or year to access a month or year overview, where you can select your desired date. In the year overview, you can scroll up and down to see earlier and later years.
Clicking on the small calendar icon at the bottom will close this overview, returning you to the calendar view. The selected time period will be highlighted in colour in the calendar view.
Alternatively, you can use the time period settings on the left-hand side. Here, you can choose between "This Month", "Last Month", "This Year", and "All Time". Clicking on the corresponding fields will select the time period for the chosen filter setting.
Click on the "Select" button to confirm the selected time period. The chosen dates will then be displayed in the fields under "Date Range".
- You can also filter assessments by their respective "Status". Here, you can choose the status of the assessments to be displayed. By default, assessments from all statuses are displayed. Click the box next to the relevant status if you do not wish to display assessments in that status.
For more information on the "Assessment Status" click here.
The selection of all filters is optional. You can combine the filter settings in any way you wish. Once you have set all the filters as desired, click on "Filter" to receive the filtered assessment overview, or click "Cancel" to reset all filter settings.
If filters are applied, you will see a new row at the top with a "Clear all" button and the filters you have set. By clicking this button, you can remove all filters. The assessment overview will then return to its unfiltered state. Alternatively, you can click on the "x" to the right of each individual filter to remove them one by one. The assessment overview will update automatically.
If you click the "Today" button next to the "Filters" button, you’ll see all the assessments taking place on that day.
You can sort your existing assessments by clicking on the column headers "Date", "Name", "Organization", "Target Position", and "Status" to arrange them in ascending or descending order. By default, assessments are sorted by creation date.
Assessment Status
The assessments displayed to you may have different statuses. The status of an assessment is shown on the far right. Possible statuses are "Draft", "Active", and "Completed". Assessments in which you are participating will typically have the status "Active". Regardless of an assessment’s status, you can open it with a single click.
Assessment in Draft Mode
- If the assessment has not yet been activated by your Administrator, the status "Draft" will appear in grey in the corresponding assessment row.
Active Assessment
- Once the Administrator has activated the assessment, the status "Active" will appear in green in the corresponding assessment row.
Completed Assessment
- When an assessment has been completed, the status "Completed" will appear in blue in the corresponding assessment row.