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Your First Observation

A step-by-step walkthrough from starting a recording to a finished report.

This guide walks you through a complete observation in Elevate, start to finish. Set aside a few minutes before a real lesson to try it.

Before you walk in

  1. Open Elevate and select New Observation.
  2. Choose the teacher, subject, and grade level.
  3. Pick the language of the lesson (defaults to English).
  4. Run or skip the optional audio quality check — a short test that can confirm your microphone and transcription are working.

Requirement: Elevate needs microphone access in your browser. If prompted, choose Allow.

During the lesson

  1. Select Start Observation to begin recording. The timer shows elapsed time.
  2. Add notes as you observe — each note is timestamped to the moment you wrote it.
  3. Use quick tags for one-tap observations like "Clear Instructions" or "High Engagement".
  4. Open the live transcript panel any time to follow along.

Note: Observation sessions are capped at 45 minutes. You can pause and resume at any point.

Wrapping up

  1. Select End Observation and add any post-observation notes.
  2. Select Generate Report. Elevate uses AI to detect and replace student names and drafts your report.
  3. Refine it in the Report Builder, then export to PDF.

Note: Review the final report text for any remaining student names before finalizing it. Avoid typing student names into Report Builder edits, because those edits are not scrubbed again.

What's next


Need more help? Contact support.