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SuperUsers can quickly find an individual user to edit/update active users or restore an inactive or removed user account by using the search feature in Account Manager.

  • Click Utilities > Account Manager

Search Current, Inactive, and Removed Users

A. Current staff and staff marked as retiring* use “Search Current Users”

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*Staff marked as Retiring are still considered active users until changing their status to “Removed”

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Edit/update Active User Account:*

The SuperUser can: 1) Update name, email, location, position; 2) Reassign a rubric, checklist, finalization group, evaluators; 3) Adjust required formal and informal observations, and self-assessment (Districts not using Checklists)

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Under “Change Staff Member Attributes” make any necessary changes

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*SuperUsers may also use the Multiple Change Engine to edit individual or multiple users accounts.
The Multiple Change Engine tool is useful when making several evaluatee changes and removing
non-returning staff at the start of the year. Review the Multiple Change Engine section for more
detail.
Return

Items to note when editing a staff Member Profile

Updating Location:

  • When updating staff member’s location, the primary and secondary evaluators may need to be
    updated as well

  • Staff member relocating from Building A to Building B will be removed from the Building A
    evaluation roster

  • Evaluators assigned to the staff member in Building A prior to relocating to Building B will
    still have access to staff member until evaluators from Building A are unassigned

Updating Email:

  • When updating the email address, the staff member will sign in with the new address moving
    forward

Updating a Rubric:

  • Evaluation items that have been mapped to the previous rubric will not transfer when changing a
    rubric

  • To map previous observations to the new rubric, the evaluator will need to go into the previous
    observation and copy the scripting. Then, open a new observation and paste the scripting, remap to
    the new rubric, and delete the old observation

Updating a Checklist:

  • When only one Checklist is assigned: if replacing a Checklist with another, make sure to check
    both options below the Checklists to align completed and in-progress items to new Checklist

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