You can add or log an observation in the PosiEd Wellbeing. Alternatively, or you can directly add an observation of a student in their Person Account or the session Mark Roll tab.
Log an Observation
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in PosiEd Wellbeing
In PosiEd Wellbeing there is a Log an a Wellbeing Observation utility bar where you can conveniently create an observation conveniently.
Click on the Log an Observation utility bar located in the lower left part of the screen.
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A window will open and you can fill in the necessary details.
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You can add students by searching in the Search for Student search bar and clicking the add button beside the name. You can add multiple students. After adding a student, it will be reflected listed above the search bar.
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You can set the Role of the student and Confidentiality Status based on the type of observation that you want to create. Click Save to save the Observation record.
Log an Observation
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in Person Account
You can also log an observation in the Person Account by clicking the Log an a Wellbeing Observation button in the upper right corner.
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A window will open and you can fill in the necessary details.
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After adding a student, it will be reflected above.
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You can select set the role Role of the student by clicking Select Role and Confidentiality Status based on the type of observation that you want to create. Click Save to save the record.
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Click Save to save the Wellbeing Observation record.
Wellbeing Observation details
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Wellbeing Observation Name
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Log an Observation in Mark Roll
The Log an Observation button is a helpful feature that allows you to easily record an observation. You can locate this button in the action drop-down menu for quick access.
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Before you access the button, make sure to select a student first. You have the option to add multiple students when logging an observation. Afterwards, a Log an Observation will be displayed where you can fill in the necessary details.
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After filling out the form, click "Next" to proceed to the next window where the selected students' names will be displayed. You also have the option to add more students if needed by searching it in the search bar below and clicking the Add button found beside the student’s name.
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Afterwards, click Save to save the Observation record.
Wellbeing Observation details
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Title
This field displays the short title of an observation. This is useful for list view.
Description
This field provides an overview of the observation description.
Type
This field displays the type of Observation selected from a picklist of options. The client can modify this list to meet local needs.
Confidentiality Status
When used in combination with a security setup, this field controls who can access each record. It can be expanded to include various other values to support specific requirements.
Occurred On
This field indicates when the observation was made. It defaults to Now and can be modified upon entry.
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A session will be shown in this field if this observation is created from within a session. This provides a reference to that session so you understand the context of the observation.
Description Section
Title
This field displays the short title of an observation. This is useful for listview.
Description
This field provides an overview of the observation descriptionConfidentiality Status
When used in combination with a security setup, this field controls who can access each record. It can be expanded to include various other values to support specific requirements.