Welcome to our insightQ Observe module.  If you have been allocated the task of setting-up your organisation. This work-plan will guide you through all the fundamental articles to help you get up and running.  

If time is limited and you would like the mesma Team to support with your set-up, please contact support@mesma.co.uk, we will be happy to discuss our set-up service.

The administrators will need to first set-up your users on insightQ, allocate the appropriate role and assign the Observe module.

Step 1

Add your user to insightQ  
If you want to learn more about the insightQ roles click here
If you want to learn more about permissions and roles in Observer, click here.

Once set up the administrator or super user can get started.

Step 2

Create your templates
If you would like to import some of our complimentary templates click here.

Step 3

Develop your sampling strategy

We recommend you work through steps 4 and 5 for one observee and one observer so that you can familiarise yourself with the structure before adding your full team. 

Step 4

Manage observee list and assigning observers
If you want to learn more about permission to help you produce the correct Excel datasheet for you, click here

Step 5

Schedule activity for each of your observees

You should now be all set-up and ready to talk to your team and get them started.

If you have any questions while you are setting-up, please do not hesitate to contact us via chat.


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