Resetting

The "Reset Observation" feature allows an administrator to remove an observer from active observations. This ensures that when an observer leaves the company or changes roles, the ownership of their pending observations can be cleared, allowing for new observers to be selected for continuity.

Access & Permissions

• Menu Location: A new "Rerouting" option will be available in the ObserveIQ main menu.

• Role Access: Access to this feature is controlled via Role-Based Access via system Configuration.

Functional Workflow

Step 1: Action

• Interface: Click on New Button and Action popup will appear with the information and Admins proceed by clicking "Next button" to initiate the reset

Step 2: Reason for Reset

Admin needs to select the reason to reset the observation by clicking on dropdown and click on NEXT button to Proceed

The selection label is blank by default.

Step 3: Source (Observer Selection)

• Selection: The admin must search for and select the specific observer whose observations need to be reset.

• Search: Users can search by Name, Or user ID.

Only one observer can be selected per session.

Step 4: Observations Selection

The system displays a scrollable list of "In Progress" or "Pending" observations associated with the selected observer and admin have to select at least one observation to proceed.

Please note : Completed observations will not displayed.

Step 5: Settings

The admin determines how existing data should be handled for the selected observations:

• Delete all ratings from previous observations : Permanently removes all existing ratings and feedback; the new observer must start the evaluation from the beginning of task.

• Preserve Previous ratings as read-only: Existing ratings are kept for reference but cannot be modified by the new observer and new observer will see the previous ratings with the previous observer's name attached.

Step 6: Confirmation & Success

Confirmation Screen will popup with the waring message which will show the details summary of the source observer, reason and settings.

Confirmation Popup

Even after clicking on complete reset Confirmation popup will popup with the information message.

Success

Upon completion, a success message appears with an option to "Start New Resetting"

Notifications: Automated system notifications for this action are not included in this release but are part of the future roadmap.