All people in the Instance are displayed on the People screen. You can enter text to search, or tap the filter (3 slider icon), to further refine the displayed people by Role or Status. Inactive people will be displayed in red.

Tap on an individual to see more detail (such as username, email, roles, groups) as well as access observations and surveys available to evaluate the person, or reports on the person.

Working with Lineups

Lineups are dynamic teams that give you the ability to create a temporary team of people that is only visible to you. It is somewhat like a custom person filter that can be used to narrow down the list of people for evaluation. On the Lineup tab…

Creating a Lineup

• Tap two or more people to highlight their names. (They must be in the same role)
• Type in the Lineup name, and tap Create to the right to create your Lineup. 
• The people you selected for your Lineup will now be the only ones displayed, and the People icon at the bottom of the screen has a number in a yellow circle (these are visual indicators the Lineup is selected). 
• Tap Deselect at the top left of the People screen to deselect this Lineup and go back to your original full list of people.

Using a Lineup

Existing Lineups will be displayed with a yellow People icon. You can select one for use in Observations or Surveys; as long as a lineup is ‘selected’, it will be available when you record an Observation or complete a Survey.

• When recording an Observation with a Lineup selected, you will see the name of the Lineup under the Who screen. Selecting a Lineup will record the Observation to the Lineup as an object, not to the individual members in the Lineup. 
• When a Lineup is selected and you go to the Surveys tab, only individual surveys will show up (i.e. no surveys with a Role as the target).

Editing a Lineup

• Select the Lineup.
• Tap Edit at the top right of the screen.
• Add or remove people by tapping their names.
• Tap Create to save your edited Lineup.

Deleting a Lineup

To delete a Lineup, select the Lineup and tap Delete. You will be prompted to confirm.

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Version(s): GideonSoft 2025 Release 1 and later