Observee(User) Experience

Users can perform the following actions within the observation process:

• Launch an observation

• Request an observation

• Track their progress

• Review completed observations

All assigned observations are accessible from the Learning Plan in SuccessFactors Learning.

Launching an Observation

To launch an observation, users should follow these steps:

1. Navigate to Learning and select the desired observation(Item).

2. Click Start Course> Launch Content (Just like any other Online course in LMS)

3. The Observation Details Page will appear, displaying:

   • Observation ID

   • Observation Name

   • Observation Description

   • Type of Observation

   • Minimum number of tasks required

   • Task Details, including:

     • Task Name

     • Mandatory/Optional status

     • Task Status

     • Preview option (eye icon to view detailed task information)

• Request Observer option, allowing the user to request an observer by clicking Request Observation

• Dismiss option to exit without proceeding

Reviewing Completed Observations

1. Users can review completed or failed observations from their Dashboard, accessible via a button configured by administrators.

2. From the dashboard, navigate to the My Completed Observations tab.

3. The page displays all completed or failed observations with the following details:

   • Title (Observation Title)

   • Requested Date (date the observation was initiated)

   • Completion Date

   • Status (Pass/Fail)

   • Action (Review button)

Observations dashboard URL configured in SF Learning

Review Page Details

When a user clicks Review, they will see:

• Observation ID

• Observation Type

• Minimum number of tasks required

• Observation Title

• Observation Description

• Task List containing:

  • Task Name

  • Mandatory/Optional status

  • Duration (time to complete the task)

  • Status (Pass/Fail, numeric score, or rating scale)

  • Result Status (Pass/Fail for each task)

  • Notes (observer comments per task)

  • Attachments (evidence submitted during evaluation)

  • Action details including Task Name, Description, Success Criteria, and Failure Criteria

Reviewing completed observation

Result Summary Page

The result summary at the end of the observation contains:

• Total Duration (time taken to complete the observation)

• Completion Date

• Observer Remarks or Notes

• Observation-level Attachments (supporting evidence)

Re-evaluation

If a user fails an observation, they can request re-evaluation by re-launching the failed observation from their Learning Plan and selecting Request New Observation.