Observations

Capture behavioral insights and coaching interactions systematically. Configure observation types, compliance requirements, and trend analytics.

• How to Preview an Observation: Locate and review a job function observation in read-only mode, or start one against an associate for testing.
• How to Review an Observation and Submit Feedback: Review an observation's prompts, guidance, images, and response choices in Smart Access via a test observation, and submit feedback when something needs to be clarified, corrected, or improved.
• Formula configuration guide