The list of all people in the Instance appears on the main People screen.

• Scroll through the list and tap on the person that you wish to evaluate.
• From the individual’s profile page, you will be presented with quick access to record a behavioral observation, or fill out a survey for that specific person. Notice the Observations and Surveys buttons below.

There is also a Lineups tab on the People screen. Lineups are dynamic teams that give the user the ability to create a temporary team of people that is only visible to that user. It is essentially a person filter that can be used to filter down the list of people in an Instance.

Working with Lineups

• Tap two or more people to highlight their names.
• You can slide your finger up to reveal more options. People who are grayed out cannot be included in the Lineup, because they belong to a different Role.
• Tap the “Name your lineup” text bar, type in the Lineup name, and tap “Create” to the right to create your Lineup.
• The Person icon indicates the Lineup is selected if it has a number in a yellow circle. By default, the lineup you created is “selected” so when you go in to make observations or take a survey, that lineup is selected as a filter for you.
• You can deselect this Lineup to go back to your original full list of people (just tap Deselect at the top left of the screen), create additional Lineups.
• You can select an existing Lineup by tapping the Lineups tab to see available Lineups, designated with a yellow People icon.
• When recording an Observation with a Lineup selected, you will see the name of the Lineup under the who screen. Tagging this Lineup name 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)

Edit an existing Lineup

• Select the Lineup by tapping the name.
• Tap Edit at the right left of the screen.
• Add or remove people from by tapping their names.
• Names that are highlighted will become a part of the Lineup.
• Tap “Create” to save your edited Lineup.

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Version(s): 17.2 and later