Consistent language
Help staff classify observations using a shared category rather than scattered labels.
Schogle · Academics / StudentManage Observations
Manage Observations
Category.
Bring structure to your school’s observations.
Create categories such as Achievement, choose who can use them and design the details staff need to record.
Observation categories
A clear home for every observation.
Organise
Give observations a shared category.
Define access
Separate adding, editing and visibility.
Capture context
Choose the details each form needs.
01Create a categoryGive observations
Give observations
a familiar name.
Create a category such as Achievement so staff know where an observation belongs. Choose who it relates to and add a short introduction for the entry form.
- Choose Student or Employee as the category type.
- Name the category so its purpose is easy to recognise.
- Use the header to tell staff what to record.
What this means for your school
Staff start with the same category and the same context.
Academics / StudentEdit Category
General information
Category For
Student
Category Name
Achievement
Header
Record the student’s achievement and the details that help explain it.
This header appears at the top of the observation entry form.
A recognisable starting pointThe category identifies what staff are recording; the header gives them context.
Edit CategoryFictional sample · School context
02Set permissionsChoose who can add,
Choose who can add,
edit and share.
Not everyone needs the same access. Set adding and editing permissions separately, then decide how observations can be shared with parents.
- Set who can add an observation in this category.
- Choose edit access independently of add access.
- Let parent visibility be decided when an observation is added.
What this means for your school
Clear responsibilities for entering, changing and sharing observations.
Academics / StudentCategory Permissions
Three decisions, not oneAdding an entry does not mean the same thing as editing it or sharing it with parents.
Category PermissionsFictional sample · School context
03Design the entry formAsk for the details
Ask for the details
that matter.
A category tells staff what an observation is about. Its form tells them what details to include. Define the fields and review how they will appear before saving the form.
- Give each field a clear name, such as Achievement details.
- Choose the field type, such as Text Box.
- Make essential details mandatory and review the form preview.
What this means for your school
Staff know which details to include, instead of guessing what to write.
Academics / StudentDesign Observation Form
Add field
Field Name
Achievement details
Field Type
Text Box
Mandatory
Make this detail required when an observation is entered.
Form preview
Achievement
Record the student’s achievement and its context.
Achievement details *
Enter achievement details
* Required informationField settings shape the entry form.
Clearer details from the startA named, required field helps staff understand what information belongs in the observation.
Design Observation FormFictional sample · School context
04Manage your category listFind, reuse and
Find, reuse and
maintain categories.
See your categories in one list, with their type and form status alongside them. Filter the list, reuse an existing category and form, or archive a category when it is no longer needed.
- Narrow the list by category type and archive status.
- Check whether each category has a form.
- Copy a category with its form, edit it or archive it.
What this means for your school
Reuse useful setups without building every category and form again.
Academics / StudentManage Observations Category
Filter criteria
Show category of
Student
Status
Unarchived
Category nameForm createdCategory for
AchievementNoStudent
EditCreate FormArchive
Copy Category & Form
Reuse a category and its form together.
Keep the category list usefulCheck form status, maintain the setup and reuse existing structures.
Manage Observations CategoryFictional sample · School context
Why the setup mattersLess ambiguity.
Less ambiguity.
More meaningful context.
Clear responsibilities
Keep adding, editing and parent visibility separate and intentional.
Relevant details
Define the information needed to understand an observation, not just its category name.
Your questions, answeredUnderstand the features.
Understand the features.
Plan your school’s setup.
Explore how category settings fit your school’s observation process with our team.
What is an observation category?
A category groups observations under a shared purpose. For example, Achievement can identify student observations and have its own header, permissions and entry form.
How are adding and editing permissions different?
Adding permissions determine who can create an observation in the category. The supplied setup defaults to all users when nobody is selected. Editing defaults to the administrator and the user who added the observation.
Are all observations automatically visible to parents?
No. Parent visibility is a separate setting. The supplied option allows visibility to be decided while adding an observation.
What does the form designer include?
The supplied designer includes a field name, field type, mandatory setting and form preview, helping your school define category-specific information.
Can we copy or archive a category?
The category list includes copying a category and its form, editing, deleting, creating a form and archiving. Confirm how these actions affect existing records during your demo.
Does this page show the complete observation workflow?
This page explains category configuration. Confirm employee observation authoring, reporting availability and record-handling rules with the Schogle team during a demo.
Give every observation
the right foundation.
Discover category setup, permissions and forms in a guided Schogle demo.