How do I reset my password?
The quickest way to reset your password is to click the Forgotten password link on the Perspective login page.
How do I set up a user?
Click on Settings (cog icon) > Users, then select Create New User. Once you have completed the details, click Save. You will need to send the new user their activation email by clicking Send Welcome Email.
How do I archive a user?
To archive a user, click Settings (cog icon) and select Users.
Find the user you would like to archive and click the archive button. *Only Observatory Administrators can archive a user.
How do I edit permissions for a user?
To amend a user's permissions, click Settings (cog icon) and select Users.
Click on the name of the user you wish to edit.
The Permissions tab will allow you to manage the access levels of that user.
Hover over an option to see what it does in more detail. *Only Observatory Administrators can manage permissions for other users.
How do I assign specific schools to a user?
You can assign specific schools to an Observatory user for them to view the data for those schools only.
To do this, click Settings (cog icon) and select Users.
Click on the name of the user you wish to edit.
Click the Schools tab and then click Add Schools.
You can then add the relevant schools to that user account so that they can view data for those schools. *Only Observatory Administrators can manage permissions for other users.
A school I need to see isn't appearing on my list.
If you have access to Observatory but cannot see a school you think you should have access to, please get in touch with the administrators within your organisation. They can ensure you are assigned the correct schools.
How do I add more visit and funding categories?
If you are a Visits Administrator, you can add and edit categories via Settings (cog icon) > Visits & Notes. Click here for more information.
I'm unable to locate a visit.
If you are not the visit creator/author, you won't be able to see the visit unless it is finalised and you are part of the audience the creator has chosen to view. For more information, check out our Visit Visibility guide.
I've submitted a visit, but the school can't see it.
Navigate to the relevant visit and ensure the 'School Visibility' lozenge is set to ON. If the option is on and the school still cannot see it, the user must ensure they have the relevant visit permissions within Perspective Lite to view visits. More information on school visibility can be found by clicking here.
I have my own custom template. Can I add it to a visit?
You can use your own custom templates when setting up a visit. This allows you to tailor the visit format to your specific needs. Our guide explains how to add and manage custom templates within the system. Click here to learn how to add your template to a visit.
I want to set up groups and categories. How do I do this?
Groups and categories help structure your visits, notes, and observations, making them easier to manage and report on. You can also customise grades and note types to suit your framework. Click here to learn how to manage your categories and groups.
How do I use the KPI pop-out and activity slider to update data?
The KPI pop-out and activity slider let you make quick adjustments to your Key Performance Indicators without needing to go into full edit mode. You can review current values, update activity levels, and reflect changes straight from the dashboard. This guide explains how to use the slider effectively.