How to Complete Daily Observation Reports

Complete Daily Observation Reports
Complete Daily Observation Reports (Image: Type the Required Information for Your Next Daily Observation Report)

Daily observation reports are effective in measuring a trainee's ability or skill level for a job or promotion. While daily observation reports can last several days and cover a series of questions and categories, they are generally used to arrive at a final evaluation of the trainee and his overall ability within his job.

Type in the name of the trainee and the name of the Field Training Officer (FTO) as directed. Most Daily Observation Reports include a line for the FTO.

Type the date, phase and day of the week. For example, "September 01, 2001, Phase 1 Training, Tuesday."

Review the rating instructions. The FTO must rate the trainee based on several categories. Common ratings include: Needs Improvement (NI), Competent (C) and Not Observed (NO).

Evaluate the performance. For example, rate the trainee's knowledge of departmental policies, decision-making/problem-solving skills and level of self-motivation. Circle NI, C or NO depending on which most accurately describes the trainee's level at the time of the report. Provide a rating for each category.

Rate the trainee's interpersonal skills. For example, rate the trainee's communication skills, acceptance of criticism and self-image/confidence. Circle NI, C or NO depending on which most accurately describes the trainee's level at the time of the report.

Rate the trainee's knowledge. For example, rate her knowledge regarding departmental policies/procedures and other applicable codes. Circle the rating that you want to give her.

Rate the trainee's job readiness. Rate the trainee based on his knowledge of policies and ability to perform job duties.

Finish the report by including notes. Notes can include observations regarding the trainee's potential for success. You may also list any concerns.

Have the trainee sign the daily observation report after you review it with her. Include her badge or employee number and date.

Sign the daily observation report.

Tips & Warnings

  • Always explain how and why you have rated the trainee as you have.

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