There are two ways to start a session.
Start a new session from the Add Session button on the Scheduled Sessions page.
Start an existing session from the Start Sessions link in the Actions column of the desired session.
Access the Data Collection section from the Pinnacle menu.
Start a new session from the Scheduled Sessions page.
- Click Scheduled Sessions tab on the Data Collection main page.
- Click Add Session button. The Add Session page displays.
Note: the Add Session button displays in the middle of the page if no sessions are scheduled.
- Enter information for the new session: General information and Performers & Forms.
- Click Start Now button.
- The Success Session Saved popup displays.
- More information on Performers & Forms
- Performers are active employees in your network. They are who you will be observing during the session.
- A minimum of one performer is required to create a session.
- A maximum of ten performers can be selected for a session.
- Duplicate performers cannot be added.
- One form per performer is required. but there is no limit to number of forms that can be added for each performer.
- Forms are specific to each performer. For example, if all performers need to be observed using Form A, add Form A to each performer.
- Duplicate forms cannot be selected for the same performer. For example, Bob can only have one Form A.
Session page displays and user can start data collection.
Start a scheduled session from the Start Now link in the Actions column starts on the Scheduled Sessions page
- Click Scheduled Sessions tab on the Data Collection main page.
- Click icon
in the Action column for desired session. - Click Start Now link.
- The active session page displays and user can start data collection.
Note:Click these links for more information on forms.
Forms - Overview
Add Group
Add Form to Group
Edit Group Name
Delete Group
Add Form
Edit Form
Delete Form
Clone Form
Shared Form
Measurements
Publish Form
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