Direct Observation Dashboard – Administrator Guide

The Direct Observation Dashboard is a specialized tool designed to assist administrators in efficiently managing and reporting on student direct observations. This user guide provides a comprehensive overview on managing user access to the dashboard.

Please note: As an administrator, it’s important that you regularly review and update the dashboard user access list. It’s important to remove staff who have left their positions or no longer need access. This is a key responsibility in helping maintain the security and privacy of student data.

How do I know if I’m an administrator?

Don’t worry, it’s easy to check if you are a dashboard administrator. Simply login to the Direct Observation Dashboard, and take a look at the left-hand navigation menu. If you’re an administrator, you will see the Administration menu item.

Now access the page to perform administrative tasks!

If you think your administrative roles are not correctly configured, please contact year3.ceat@ubc.ca


How do I add a user?

Adding a user to the dashboard is simple. On the administration page, you’ll see a button that says Add User. This will open a window in which you can see all the users in the application, as well as their associated roles, rotations and sites.

  • Access Role – The level of permissions the user has in the dashboard
  • Associated Sites – The sites whose data a user will have access to in the dashboard
  • Associated Rotations – The rotation data a user will have access to in their associated sites

To add a user, use the Add User button in the top right of the window.

Add a user via their CWL User Name. Then determine their Access Role, Associated Sites, and Associated Rotations. For example, if I were to add a student coordinator who only needs to generate reports for Emergency Medicine and Pediatrics at NMP, then I would click NMP so that it moves over to the right, and the two rotations so that they move over to the right as well.


How do I delete or edit a user?

On the administration page, you’ll see a button that says Add User. This will open a window in which you can see all the users in the application, as well as their associated roles, rotations and sites. To the left of each user, you’ll see an edit icon.

This will open a window in which you can edit the fields associated with the user, or delete the user entirely.


More questions about the DO Dashboard?

Our team can answer any questions you may have! Please email edmedia.med@ubc.ca for an appointment.

Access the DO Dashboard

If you require access to the DO Dashboard, please contact year3.ceat@ubc.ca.

If you have an account already, sign in with your CWL here.