Location
The following guide covers multiple methods of changing the observer and/or details of a scheduled monitoring activity. Each Action listed below describes the method of changing the requested details, as well as where to do it.
Instructions
The details of a scheduled monitoring can be amended before taking place
The monitoring activity can be amended within the staff member portfolio or the My Reports section in the menu
Actions
Amending a scheduled monitoring activity in a Staff Member Portfolio
Click My Staff
Select and Click on the Name of the staff member to enter the review in the staff member portfolio
Click Monitoring
Click Edit Pencil on the monitoring activity that needs amending. The activity can be removed by clicking the bin icon
Amend Focus, Date, Observer, Link To and Purpose
Click Save once the changes have been made
Amending a scheduled Monitoring activity using My Reports
Click My Reports
Click Monitoring
Click Edit Pencil of the monitoring activity that needs amending. The activity can be removed by clicking the bin icon
Amend Focus, Date, Observer, Link To and Purpose
Click Save
