# User Manual - Workplace Observation Application

How to work with the Workplace Observation (Assessor) Application.

# Introduction & Device Specificaiton

# Introduction

With this new functionality, it is possible for assessors to conduct practical assessments on-site by using a mobile device. The results of the assessments are synced back to the LMS system.

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Device Specification

<div data-article-id="1133807" data-workflow="false" id="bkmrk-minimum-o%2Fs%3A-android"><div data-role="steps-container"><div data-step-uuid="7825b000-3ad2-499c-b723-e832ce737d7f"><div>- Minimum O/S: Android 4.4 or higher
- Memory: minimum 512 MB, 2 GB recommended
- Storage: 
    - Between 850MB and 1.2 GB for O/S
    - For app: 70 MB
    - For app database: 100 MB
- Minimum Resolution: 360 x 640 pixels or higher
- 7 inch or bigger screen size recommended
- Confirm that the device is rated for use in the environment where you propose to use it.

</div></div></div></div>

# Access to the Workplace Observation Application

- The application can be Installed from The Play Store on the Android device Signify Workplace Observation.
- The application can also be updated from the Play Store if and when required.
- Click [here ](https://play.google.com/store/apps/details?id=za.co.honeyberry.signify_ant&gl=ZA)to download the application.

# Functional Specification

<div data-article-id="1133813" data-workflow="false" id="bkmrk-download-new-assessm"><div data-role="steps-container"><div>- Download new assessments while assessor has access to the LMS system (requiring access to the network).
- Assessor can do assessments on downloaded assessments while they do not have access to the LMS system.
- Assessor synchronise assessment results back to the LMS when they have access to the LMS system again.

</div></div></div>

# Assessment settings

**Path: *Modules | e-Learning | Learning Management | Assessment Builder | Assessment List | Assessment Detail***

Assessments can either be imported with the correct settings or the settings may be updated after the assessment has been imported.

Existing assessment can also be updated to display on the mobile device with the required additional settings.

On the Assessment Detail page scroll down to the Mobile App Settings, a setting is available that will allow the assessment to be displayed on a mobile device:

<div id="bkmrk-">![](https://media.screensteps.com/image_assets/assets/002/724/227/original/3bb5c5fe-721f-4bb4-be99-e5112a64282c.png)</div>When ticking the checkbox, the mobile app setting options are displayed:

<div id="bkmrk--0">![](https://media.screensteps.com/image_assets/assets/002/724/228/original/2236fa05-43f7-45b4-b223-cf15373bd1ec.png)</div>Select the required settings applicable to your assessment requirements. Save the selected settings.

The selected fields above will be mandatory fields, the assessment cannot be finalised unless all fields have been completed.

Diminishing questions assessments are not catered for on the mobile assessment application.

# Settings definition

<div data-article-id="1133823" data-workflow="false" id="bkmrk-requires-photo-the-a"><div data-article-id="1133823" data-workflow="false"><div data-role="steps-container"><div><table><tbody><tr><td>**Requires photo**</td><td>The assessor is required to take a photo of the employee being assessed. Use the mobile device to take a photo of the employee being assessed.</td></tr><tr><td>**Requires Employee Signature**</td><td>The employee is required to sign off the assessment after the assessment has been completed but before the assessment can be marked as done.</td></tr><tr><td>**Requires Assessor Signature**</td><td>The assessor is required to sign off the assessment after the assessment has been completed but before the assessment can be marked as done.</td></tr><tr><td>**Requires GPS Coordinates**</td><td>The assessor has to log the GPS co-ordinates of where the assessment is being conducted. The mobile device location is used to log the GPS coordinates.</td></tr><tr><td>**Show Question Section Splash Screens**</td><td>Displays question introduction page</td></tr><tr><td>**Requires Employee Comment**</td><td>The employee is required to capture a comment on the mobile device after being assessed.</td></tr><tr><td>**Requires Assessor Feedback**</td><td>The assessor is required to capture a comment on the mobile device after assessing the employee.</td></tr><tr><td>**Requires Declaration of Outcome**</td><td>The assessor is required to capture a comment with regards to the outcome of the assessment.</td></tr><tr><td>**Requires Assessment Outcome**</td><td>The Assessor has to indicate if an employee has been found competent or not yet competent – regardless of the assessment score.</td></tr></tbody></table>

</div><div></div></div></div></div><p class="callout info">**Note:** When assessments are marked to no longer be visible on the mobile device the mobile device’s data has to be cleared to ensure that the assessment is no longer visible on the device.</p>

# Link an Assessor / Moderator to an assessment

**Path: *System Administration | Database | Training Interventions***

Open the training intervention linked to the applicable assessment.

Click on the Assessors link to link an Assessor to the assessment.

<div data-article-id="1133827" data-workflow="false" id="bkmrk-"><div data-article-id="1133827" data-workflow="false"><div data-article-id="1133827" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div></div>[![image-1616940426786.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/r8hhqWF1puH5gNdn-image-1616940426786.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/r8hhqWF1puH5gNdn-image-1616940426786.png)

<div data-article-id="1133827" data-workflow="false" id="bkmrk--1"><div data-article-id="1133827" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div>Click the **Link Assessors** button to open the Assessor / Moderator List.

Select the required employee and click **Select** to link to the applicable assessment.

<div data-article-id="1133827" data-workflow="false" id="bkmrk--2"><div data-article-id="1133827" data-workflow="false"><div data-article-id="1133827" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div></div>[![image-1616940420273.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/64g8FYMIcdqYISkl-image-1616940420273.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/64g8FYMIcdqYISkl-image-1616940420273.png)

<div data-article-id="1133827" data-workflow="false" id="bkmrk--4"><div data-article-id="1133827" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div>When logging into the mobile app the employee will be able to access the assessment as the employee has been linked to the assessment as an assessor.

<div data-article-id="1133827" data-workflow="false" id="bkmrk--5"><div data-article-id="1133827" data-workflow="false"><div data-role="steps-container"><div></div></div></div></div>[![image-1616940410486.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/RLZx9LvCDkt4hwhO-image-1616940410486.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/RLZx9LvCDkt4hwhO-image-1616940410486.png)

<div data-article-id="1133827" data-workflow="false" id="bkmrk--7"><div data-role="steps-container"><div></div></div></div>

# Give Assessor / Moderator access to all assessments

**Path: *System Administration | Database | Assessors / Moderators***

If an Assessor or Moderator should have access to all assessments, and not only assessments that the assessor has been linked to, a setting is available to give the user access to all the assessments that has been marked as “visible on mobile app”.

The setting will allow the assessor/moderator access to all published assessments on the system that has been marked as “visible on mobile app”.

*Tick the **“Allow view/selecting of other assessments on the mobile app**” tick box to give the assessor access to all assessments.*

*Save any changes made.*

<div data-article-id="1133832" data-workflow="false" id="bkmrk-"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/724/308/original/93b0dc1f-2d5f-41fd-85f7-cc6941a5e7bc.png)</div></div></div>

# Login and menu items

The assessor is required to enter a Username and Password, this username and password is the same as the username and password used to login to the Signify System.

***NB: It is very important that an assessor must log out of the application after completing the assessments for the day.***

Enter **Username** and **Password** and click **LOGIN**. The application menu items will display on the landing page:

<div data-article-id="1133847" data-workflow="false" id="bkmrk-"><div data-article-id="1133847" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/724/392/original/caaeb757-e1a9-4ac9-92eb-863ce1203b7f.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/724/394/original/95b543c5-7deb-408f-9428-7a150861bd8f.png)</div><div data-step-uuid="57d38f76-dba2-42bf-b233-85a7ea897f19"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Menu Items Functionality:

<div data-article-id="1133847" data-workflow="false" id="bkmrk-menu-item%3A-descripti"><div data-role="steps-container"><div data-step-uuid="57d38f76-dba2-42bf-b233-85a7ea897f19"><div><table><thead><tr><th>Menu Item:</th><th>Description:</th></tr></thead><tbody><tr><td>![](https://i.froala.com/download/d3bb4f96011f91ae6a471e58ff795ef8107277b4.jpg?1566194267)</td><td>- The most recent employee and assessments details are synched from the system to the mobile device.
- The most recent employee data and assessments are synced to the mobile device automatically every time a user logs into the mobile device this is however dependent on internet access.
- Although no internet access is required to perform the assessment on site, the Assessor/Moderator must ensure that the latest employee data and assessments are synced to the mobile device, prior to conducting the assessments as internet access is required to perform the sync action. The Assessor will not have access to the latest employee or assessment data if the data have not been synced.
- When clicking the **“Retrieve latest assessments and employees”** button the user’s Subgroup will be displayed. The user may click on the applicable subgroup to retrieve the latest employee information. The data may take a while to sync.

</td></tr><tr><td>![](https://i.froala.com/download/71a4f8f5f174e2479d9278fe0b76e93371f74069.jpg?1566194272)</td><td>- The assessor can access all employee assessments attempts from here.
- The assessment statuses are displayed.
- The assessor can also remove assessments attempts after it has been synced to the LMS System. This is a manual action, the assessor can do this to free up space on the mobile device after attempts have been synced. Click **“Remove synced attempts”** to delete all synced attempts.
- By clicking “Add New” the assessor is navigated to the assessments page.

</td></tr><tr><td>![](https://i.froala.com/download/0a479e7bb30e3556f87ddc39383a54d8366af970.jpg?1566194278)</td><td>- The Assessor access the assessments from this menu item.
- The latest assessments may also be downloaded from here.
- The assessment statuses are displayed.

</td></tr><tr><td>![](https://i.froala.com/download/5618d108bba8e0086cf6694f7ce425240cfa886d.jpg?1566194286)</td><td>The assessor can navigate to the Signify System LMS Portal page by clicking the LMS web button.</td></tr></tbody></table>

</div></div></div></div>

# Employee Assessment

<div data-article-id="1133850" data-workflow="false" id="bkmrk-"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div>![](https://media.screensteps.com/image_assets/assets/002/727/918/original/0f8bff29-b8b9-46e2-972e-ff5abc0016c9.png)</div><div></div></div></div></div>When the sync process is complete the assessor may start with the assessment process.

No Internet access is required to perform the assessment on site. Internet access is however required to sync completed assessments back to the LMS system.

<div data-article-id="1133850" data-workflow="false" id="bkmrk--0"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/913/original/64376af8-dda2-4ca8-ab13-25622ab8b4d6.png)</div><div></div></div></div></div>Take note of the assessment status only assessments with the green radio buttons are available offline.

Click on the required assessment, and select the applicable option:

<div data-article-id="1133850" data-workflow="false" id="bkmrk--1"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/903/original/e2380343-2f2d-4ca6-86f3-1ff65bc7d120.png)</div><div></div></div></div></div>Click **“Create new attempt”** to start a new assessment attempt, alternatively click **“Download new version”**, to download the latest version of the assessment, keep in mind that internet connection is required to perform this action.

The **“Create new attempt”** option can also be utilised to ensure that questions are randomised if the assessment has been created to limit the number of questions to be directed at the employee. The question order must also be set to zero.

When clicking **“Create new attempt”** a list of all employees the assessor has access to is displayed.

<div data-article-id="1133850" data-workflow="false" id="bkmrk--2"><div data-article-id="1133850" data-workflow="false"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div></div>[![image-1616940531075.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/UGuOBR4XAjKYotWH-image-1616940531075.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/UGuOBR4XAjKYotWH-image-1616940531075.png)

<div data-article-id="1133850" data-workflow="false" id="bkmrk--4"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div>The following search criteria is available to easily locate employees appointed in a specific Position or Organization, click the button in the top right corner to access the search settings:

<div data-article-id="1133850" data-workflow="false" id="bkmrk--5"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/906/original/caa2f749-e770-44a3-9b79-ad4a72ac5bb7.png)</div><div></div></div></div></div>When you have located the applicable employee click **“Create new attempt”** or cancel to select another employee.

<div data-article-id="1133850" data-workflow="false" id="bkmrk--6"><div data-article-id="1133850" data-workflow="false"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div></div>[![image-1616940541946.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/XfF18UWGJjhRVlDw-image-1616940541946.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/XfF18UWGJjhRVlDw-image-1616940541946.png)

<div data-article-id="1133850" data-workflow="false" id="bkmrk--8"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div>The assessment process may now begin.

<div data-article-id="1133850" data-workflow="false" id="bkmrk--9"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/919/original/c5378389-39c6-4039-a307-37ae6459da30.png)</div><div></div></div></div></div>Information with regards to the assessment is displayed and instructions are given at the bottom of the page.

If you have indicated that the GPS co-ordinates is required, the mobile device’s location settings must be switched on. Click **“Get GPS”** to get the GPS co-ordinates of where the assessment is being conducted. The GPS con-ordinates will be displayed at the bottom of the page.

Answer all the assessment questions and capture comments where required. Click in the comments section and type your comments.

<div data-article-id="1133850" data-workflow="false" id="bkmrk--10"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/909/original/84ddc993-d48d-4e1b-871e-01e1063c212e.png)</div><div></div></div></div></div>You can access the question list by clicking the button in the left top corner. The list will display all questions in the assessment. Questions that are underlined have been answered and the questions not underlined have not been answered.

<div data-article-id="1133850" data-workflow="false" id="bkmrk--11"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/905/original/2abce759-756f-4c2e-871d-945e9be098c2.png)</div><div></div></div></div></div>At the end of the assessment, if the applicable item was selected, the employee and the assessor will be required to sign off the assessment. Click on Employee Signature / Assessor Signature and sign in the block provided to capture the signatures of both parties involved in the assessment process.

<div data-article-id="1133850" data-workflow="false" id="bkmrk--12"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/911/original/69e840da-0a07-4c57-befb-3946b9a16e00.png)</div><div></div></div></div></div>Click **“View Completed Assessment”** to view the assessment transcript (see image below).

Click **“Done”** if you are ready to finalise the assessment.

The system will display a warning message if all questions / comments have not been answered.

<div data-article-id="1133850" data-workflow="false" id="bkmrk--13"><div data-article-id="1133850" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/921/original/173b09fa-a821-4094-86ea-28154749b598.png)</div><div></div></div></div></div>Click **“Done”** to save the assessment. The assessment can be synced when the assessor has access to the internet.

Click **“ok”** to continue.

<div data-article-id="1133850" data-workflow="false" id="bkmrk--14"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/915/original/43a78e5c-277b-4d40-a9fa-fefb403f38ee.png)</div></div></div>

# Employee Attempts

<div data-article-id="1134299" data-workflow="false" id="bkmrk-"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div>![](https://media.screensteps.com/image_assets/assets/002/727/959/original/8bf5118e-f62e-48b4-a7b6-1ea1e421b8aa.png)</div><div></div></div></div></div>Click **“Employee Attempts”** to access all employee assessment attempts.

<div data-article-id="1134299" data-workflow="false" id="bkmrk--0"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/963/original/57584210-0cd9-4b6e-a0c4-b965cafb0d3f.png)</div><div></div></div></div></div>If an assessment was started but has not been completed the assessment can either be restarted or the assessor may continue with the assessment that is in progress. The answers and comments of the questions that have been answered are saved and will display when continuing with an assessment.

Click the **“Restart assessment”** to restart the entire assessment.

Click **“Continue assessment”** to continue with an assessment that has not been completed.

<div data-article-id="1134299" data-workflow="false" id="bkmrk--1"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/962/original/a8447fb8-5e61-4d19-93e2-cdcd803c3ac1.png)</div><div></div></div></div></div>**Note**: When continuing with an assessment you will notice that only the answers and questions are saved the GPS co-ordinates and employee photo data is not saved, this will have to be redone.

Click the Synch button to sync the completed assessment attempts back to the LMS system, this action requires access to the internet. The Sync button is available on the bottom right corner.

The synced attempts will display with a blue radio button.

<div data-article-id="1134299" data-workflow="false" id="bkmrk--2"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/954/original/81f1c449-f72d-4563-824b-21efe0fee54a.png)</div><div></div></div></div></div>Assessments are not marked on the app, scoring is still done on the LMS system. The assessment score will thus only be available after the sync is complete.

The date entry on the Learner Record will be the date that the assessment was synced to the system. The date stamp is determined by the server and not the date on the mobile device as this can be manipulated.

On the employee attempts list the assessment transcript can be viewed by clicking on the applicable assessment, click **“Open Results”**. A copy of the transcript can also be saved to the system by clicking on “Save a copy”, this will be saved under the documents tab on the employee’s profile.

The transcript can be developed according to the client’s requirements at an additional cost.

<div data-article-id="1134299" data-workflow="false" id="bkmrk--3"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/960/original/2e574726-d295-4588-9aa1-d60a0a43619b.png)</div><div></div></div></div></div>When an assessment has been synched but not yet removed an assessor will not be able to redo the same assessment for the same employee again. The following screen message will be displayed.

<div data-article-id="1134299" data-workflow="false" id="bkmrk--4"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/727/956/original/938a6a09-e4e5-44a9-a3c1-258314af3e46.png)</div><div></div></div></div></div>When the assessment has been synced back to the LMS system the results can be accessed on the LMS system.

**Path: *Modules | Manage employees | Employee Record | Employee Development | Learner Records***

A learner record has been created for the completed assessment.

[![image-1616940587402.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/VRQ9p9UYkDXqEnHK-image-1616940587402.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/VRQ9p9UYkDXqEnHK-image-1616940587402.png)

<div data-article-id="1134299" data-workflow="false" id="bkmrk--6"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div>The competency as well as the assessment score is displayed.

The employee’s competency is determined by the pass rate stipulated on the assessment details, the competency status displayed on the learner record is not linked to the declaration of outcome indicated on the assessment by the assessor.

The assessment can be accessed via the employee’s list of assessments.

**Path: *Modules | Manage employees | Employee Record | Employee Development | Assessment List***

<div data-article-id="1134299" data-workflow="false" id="bkmrk--7"><div data-article-id="1134299" data-workflow="false"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div></div>[![image-1616940593529.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/5f368gdyN04Nu0IU-image-1616940593529.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/5f368gdyN04Nu0IU-image-1616940593529.png)

<div data-article-id="1134299" data-workflow="false" id="bkmrk--9"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div>The assessment details (assessment transcript) may also be displayed from the LMS Portal. This is the same transcript that is displayed on the mobile device.

<div data-article-id="1134299" data-workflow="false" id="bkmrk--10"><div data-article-id="1134299" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div>[![image-1616940600876.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/dBB4PVdga0hgk0US-image-1616940600876.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/dBB4PVdga0hgk0US-image-1616940600876.png)

<div data-article-id="1134299" data-workflow="false" id="bkmrk--12"><div data-role="steps-container"><div></div></div></div>