If I say "My character goes over to the bookshelf and runs my fingers over the books" I'm investigating. That is what an investigation looks like. I'm not perceiving. Perhaps I pick up a mug and examine it in close detail. That's investigating. I'm getting in close. This is why the Eyes of Minute Seeing give advantage to Investigation checks, while improving vision up to a foot away.
So, if anything where I get close, touch things, examing in minute detail is investigation, then perception is just... looking. The rules text you just posted says it, "notice things about the environment" that's perception. Again, "spot, hear, or otherwise detect the presence of something." With that in mind... what action do you take to trigger a perception check, except the action of "looking" or "noticing"
As I said before, ask 5 DMs when they call for perception vs investigation and you’ll get 6 different answers. I don’t agree with your interpretation of perception vs investigation, but I stopped caring to litigate that particular bit of minutia a long time ago. Now I call for a Wisdom check if the action relies on intuition or sensory perception or an Intelligence check if it relies on memory or deduction, and let the player decide if they think one of their proficiencies is applicable. If you tell me you’re running your finger over the books on the bookshelf (for what purpose? You didn’t say. For the sake of expediency I’ll assume maybe you’re hoping to find a false book or hidden catch or something), I’m gonna call for a Wisdom check. If you’re proficient in Investigation and you think that seems appropriate to add your proficiency bonus for, be my guest.
I mean, you would never accept someone stating "I notice the goblin hidden in the corner" as their action. In fact, since the goblin was hidden and they didn't know about it, they could not make that statement. But noticing is the action of perception.
How is the goblin hidden in the corner? If it’s behind some cover or concealment, you’re not going to find it just by looking with your eyes. If it’s just hiding in the darkness, you’re not going to see it unless you have a light source or Darkvision… in which case it wouldn’t be hidden from you. So, I don’t see any way just looking at the corner could result in you noticing the goblin. You are going to have to
do something to try and find it, and if that something has an uncertain outcome, I’ll call for an ability check to resolve that.
This is the fundamental problem I have with the repeated assertion that a player saying "I look around" isn't good enough for a perception check, because... what else are they supposed to do? There is no other action for visual perception. The only other conclusion is you want them to narrow the scope, to only attempt to perceive part of something, which leads into my other concern, as I stated.
“I look around”
is good enough for a perception check, and since looking around is something a character is always doing (assuming they can see, I guess), they are performing that action continuously over time, so I use a passive check to resolve it, as per the rules. If you want to find out if there is something hidden in the environment that was not revealed by your passive perception check, you’ll need to take another action.
I do see something unreasonable in that exchange. Because the player was clearly trying to use their action to detect a threat, but because they didn't know where the threat was, they automatically failed.
Yes, just like how if I’m trying to find my keys and I don’t know where they are, I will fail if I look in a place that isn’t where they are. That’s… how looking for stuff works.
However, you can't know where a hidden threat is until you spot it. It basically turns perception into extreme three-card monte, where you walk up to someone with three face down cards who has already shuffled them. It is just blind guessing.
Only if the DM doesn’t provide them any information they can use to inform their decisions. This is why telegraphing is important. Players need information to make informed decisions, they need to have a clear picture of the environment to interact with it in meaningful ways.
Which leads to one of two responses from the players
1) They will list every single thing possible, turn over every card, in an attempt to win, This is undesirable, because I do not want to sit through your checklist every time you enter a room.
Again, only if the DM doesn’t make good use of telegraphing, and ideally, time pressure. A source of pressure like regularly-timed checks for wandering monsters or other complications encourage players to be economical with how they decide to spend their characters’ precious time, and telegraphing enables them to do so by giving them enough information to determine what to prioritize.
2) They go vague, and ask to roll perception. Understanding that this fundamentally covers everything they could potentially try and guess, with a single action.
This is undesirable because it puts the burden of deciding what the character is actually doing in the fiction on the DM.
They want to know the things they don't know about the idol.
This is a fundamentally strange question to me. Let us say this is an idol to Shar, but it is made of purple amethyst, which is an important detail because it connects them to a specific cult of Shar. The player asks who the idol is of, and you let them roll and find out about Shar.... but since they didn't ask about if the material was important you aren't going to tell them? They have no idea to even ask that question, so why would you expect them to ask it?
Look, you know what you hope will happen if you succeed on a Religion check or whatever, just tell me what that is. Otherwise, I won’t know if what you hope will happen is possible or not.
Again, this seems to lead into blind guessing games. Can you ask the correct question to unlock the hidden information you don't know to ask for? And I don't see the appeal of this.
You assume that there’s some hidden information I’m locking behind guessing the correct thing to ask for. This is not the case. I will include pertinent details in my description of the environment, because that’s my job as DM. If it’s unusual for an idol of Shar to be made of purple amethyst, and that’s something the character should know based on their background, I’m just going to tell them so. Asking them to roll a check for it would be silly, because checks can fail and if it’s something their character should know, they shouldn’t be able to fail at it. If they want to know something about it that I didn’t include in the description, they’re going to have to tell me what else they want to know because I can’t read their minds. And they’re going to have to tell me how their character might already know that or how they go about trying to learn it so I can determine if it can work or fail to work.
All of those. They want to know all of those things. All of them might be important.
Great, then they should say so. I can’t read their minds.
Why do they need to specifically ask if the idol has been desecrated for you to provide them with that information? The idol is entirely in their mind's eye, they can't see it and compare it to a non-desecrated version they have seen before. Which in IRL they would obviously be able to trivially do. I don't need to specifically ask out loud if a cross has been desecrated, I'm pretty sure I'd be able to tell by looking at it, because I know what a cross looks like to begin with.
If it should be obvious then I’ll include it in my narration.
You aren't asking where they acquired their knowledge of religion (where they got their proficiency), just asking them to imagine where they might have learned information about something they don't know to help reveal details of their backstory... how are those not the same thing?
Because maybe they could have picked that information up somewhere other than where they acquired their proficiency from. People pick up random bits of information from all over the place, not just formalized training. Heck, the character doesn’t even need to have
had any formalized training to potentially know something. Saying “Oh, I had a cousin who was a cleric of Shar, do I remember anything else about idols from stories he told me,” even if it’s made up on the spot, provides a bit of fun roleplaying color and gives me something to latch onto to assess if a check is necessary and what the DC should be if it is.
They are expecting they learned the information in the same place they got their other knowledge of religion, which is what gave them proficiency and training in the religion skill.
That’s fine, but they need to
tell me that or I won’t know it because I can’t read their minds.
But I want to "detect hidden elements of the environment" and there is no action for that except looking around and noticing hidden elements of the environment.
There is, and characters perform it constantly, hence a passive check being used to resolve it.
Are you saying that you have never had someone roll perception? I can't think of an action to look around for hidden or concealed things, except to say I look around for hidden or concealed things.
Well, again, I call for ability checks and let the player determine if they think one of their proficiencies is relevant. But, back when I would call for skills explicitly, I would generally call for Perception any time I would now call for Wisdom (which is to say. when success hinges on sensory awareness) and Investigation when I would now call for Intelligence (which is to say, when success hinges on deductive reasoning). I actually find myself calling for the former much more often than the latter.
So what does an active insight look like? How can I actively use it instead of passively?
How can they confirm it? You refuse to let them use the skill to confirm it unless they "do something" but there is nothing to do, because the action that constitutes "an effort to read body language or understand someone's feelings" is being relegated to a passive skill that they cannot utilize.
What actions do you expect from them?
I mean I try
not to expect anything in particular and simply to respond to what the players do. But, if you want an example of something I as a player might do in response to an NPC being described as unusually sweaty, I might say, “I pay close attention to his body language to see if I can spot any notable tics or tells.” And if a player declared that action, I might have the NPC roll Deception against the PC’s passive Wisdom (Insight) if he lied. Alternatively, I might want to try to learn an NPC’s personality traits, ideal, bond, or flaws, which Insight is explicitly able to be used to do. So, I might say something like “I want to try and figure out this guy’s bond. I’ll start making small talk and try to steer the conversation towards his personal life, paying close attention for if he seems to show any particular attachment to someone or something.” If a player described an action like that, I would most likely ask them to make a Wisdom check, probably against a moderate DC (so 15) unless I had a good reason to go easier or harder, and say “on a failure he’ll catch on that you’re trying to get leverage on him.”