Logging Actions During Shifts

Actions allow you to quickly provide information about something that a trainee did during the day. There are two entry points for logging actions:

Logging Actions During a Call

If the action was specific to a call that you went on:

1. Find the call in the list of calls attached to that shift.
2. Click on the call to show more details
3. Click on "Add Action" to open the dialog

Logging Actions Directly on a Shift

If you want to log an action directly on the shift:

1. Scroll down to "Field Actions"
2. Click on "Log Action"

Logging Field Actions (in general)

Once you have the dialog open (whether it's from a call or a shift itself), do the following:

1. Choose the action type
2. Choose the method of the action:
   1. Discussed
   2. Simulated
   3. Observed
   4. Performed
3. Choose the outcome of the action
   1. Did Well
   2. Needs Work
4. Choose the observer for the action
5. Add any notes about the action

The more information you give, the better the AI will pick up on the performance in the background after the fact.