Observer Guide

This is a guide for Observers to help them get the most from their online qual project or research community. 

STEP 1: SIGNING UP
Before you can access the community you will need to sign up. The Community Manager or Administrator will provide a link to the platform to enable this.

Sign up is quick and easy. Simply follow the on-screen instructions as indicated below. 

a) Log In
If you have previously signed in and created a profile, you can log in by entering your email address, password and then select Login.

b) First-time users
First-time users sign in by clicking the button labelled ‘Get Started’. Simply add your email address when prompted and follow the instructions that follow. 


STEP 2: SELECTING AN ACTIVITY

Once you have logged in, you will be taken directly to the ‘Review’ section of the Admin Centre. The image below illustrates the view you will have and shows the activities and exercises that have been created for the community. 

c) Activities
All activities and discussions are presented in a list in the center. Select an activity or exercise to review the associated content posted by respondents.

d) Related Information
Information relating to each activity and exercise is presented on the right-hand side. Hover your mouse over the clock for start and end date. You can also see the number of responses to each activity. 


STEP 3: SEARCHING AN ACTIVITY

A search filter is available at the top of the screen, allowing you to search for responses in a given time period, by a keyword or phrase, participant, and/or segment. To view all responses to an activity, simply do not apply a search filter. 

e) Search
Enter your search criteria and select the blue filter button.

f) Read responses
Read responses will be marked with the eye icon to the right of the response. Unread or “new” responses will be indicated by the broken eye icon when hovering your mouse over the response. 


STEP 4: REVIEWING RESPONSES

When you have selected an activity you will be able to view the corresponding responses from the community. 

g) Participant responses
Participant responses will appear on the right hand side. You can also apply a search filter within the activity.

h) Sharing posts
Observers can share activity posts with Community Managers, Project Administrator, and other Observers by selecting the share button to the right of the response. 


STEP 5: SHARE AN ACTIVITY POST

Observers can share activity posts with other Observers, Community Managers and Project Administrators. After selecting the “share” button to the right of the post the below window will appear. 

i) Recipients
Select recipients by clicking on the select recipients dropdown menu and checking the box to the left of their name/email address. 

j) Your message
Enter your message in the text box and select send. A link to the post will be included along with your message.

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