Districts have the option to create two types of surveys to be used in the district’s evaluation process*

1. Internal Survey - Rubric Based

2. External Survey - Form Based

*Note to use surveys, districts must first request for each survey option to be activated. The district will supply the form with question types to be used and the Evaluation Support Team will create the form within the system. Question types may consist of checkboxes, radio buttons, and text fields.

• For users with access to surveys, click ‘Surveys’ in the navigation menu to get started. Note: The navigation menu will look different depending upon whether you are logged in as a Staff member or an Evaluator. If the Surveys tab is missing, it may mean that the user does not have an account with the necessary access rights to surveys. If you think this is in error, please contact support or submit a ticket.

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• Select ‘Surveys’ for the Surveys menu:

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• Click the ‘Add Survey’ button to bring up the following screen. 'Surveying Whom’ selections are limited by the setup selections for your district.

• Select the necessary information and click ‘Start Survey.’

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• Upon starting, the survey is populated with rubric selected.

• Rate each section.

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• Click the ‘Next’ button to show a summary of the staff member’s entries, along with the option to delete, print, or submit the survey. Note: Once a survey is submitted it is no longer editable.

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• Upon submission, the evaluator can navigate back to the “Survey” menu. and use the ‘Search’ option to search the list the surveys they have generated.

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• Use the ‘Search’ option in the menu to search the list the surveys generated for individual staff members, or all staff surveyed.

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• Set your search parameters.

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• View completed surveys from the generated list.

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Survey reports are accessible via the Survey menu for users that have been granted access. Generally, this access is limited to Administrators.

• Click ‘Reports’ and select the type of report to generate.

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The Survey Detail Report lists each individual survey along with each indicator score.

• Select the Survey, School Year, and School

• View Report or select Export to CSV

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The Survey Average Score Report summarizes all surveys for each individual and displays the average score for each indicator.

• Select the Survey, School Year, and School

• View Report or select Export to CSV

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How to Distribute an External Survey

Access Surveys by Hovering over Utilities->Tools & Features menu > SFS Survey Manager

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• Click Surveys

  • If you do not yet have a survey form within your Evaluation site, you will see the message:

(Your District) does not have any survey forms on file. Contact support to add a survey form.

• To add a new survey, click the ‘Add New Survey Request’ button, and then fill out the survey request form

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• Complete all required fields*

Please note that your participant’s email addresses must be separated by a semicolon.

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• Each of your survey participants will receive an email that contains a link directly to the survey.

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• Your survey will now be listed and can be tracked within the Survey Manager.

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• As participants respond to your survey, the option to view the results of the survey become available.

• All results are anonymous and will not display the email address associated with any given answer.

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• The ‘Results’ option displays a breakdown of results in a list format that includes pie charts where applicable.

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• The ‘Results Table’ option displays the results in a tabular format.

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• Both options offer a PDF or CSV export at the top right of the Results screen.

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