Onboarding for New and Existing Districts

Purpose: Add contact information and general district settings.

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A. System Settings

Click the box next to each setting you wish to utilize.

• Scheduling Observations within Evaluation including sending calendar attachments.

• Walk-Through Tools - Evaluation has the ability to differentiate between an observation and a walk-through. Observations are tied to rubrics but Walk-Throughs are not.

• Professional Growth Plans - this feature allows you to create a growth plan form tied to specific rubrics. If a staff member has observations below proficient, a Professional Growth Plan can be created tied to the below proficient standards. Districts have the option to create Professional Growth Plans that are not tied to rubrics.

• Artifacts - both staff and evaluators can create artifacts with the ability to align to their rubric.

• Professional Development Task (PDT) Tracking - while all Professional Development Tasks are visible, this feature adds an additional page Professional Development Tasks are logged (i.e. LVIS in Indiana).

• Evaluatee created Professional Development Tasks (PDT) - determine if the districts wants to allow staff members to create their own Professional Development Tasks. If left unchecked, only an evaluator/administrator will be able to enter a Professional Development Task for a staff member.

B. SLO/Goals

Click the circle next to each setting.

• Student Learning Objectives - districts can review the built-in CLO and TLO forms. These forms are not customizable.

  • If you prefer your own custom SLO form(s), please upload them within the ‘Forms’ onboarding page.

• Goals - this feature will allow the goal form to populate automatically in the finalization/summative worksheet. If you do not need the Goal to feed into the finalization, leave unmarked.

  • Please upload the goal form within the ‘Forms’ onboarding page.

C. Finalization/Summative

• Input your own language for the end of year finalization or summative.

• The default setting is for staff NOT to be able to comment electronically on their finalizations. As a district you can turn on the ability for all rubrics, no rubrics or select which rubrics allow for comments by staff members.

• If you are willing to share your rubrics with other districts, please check this box.

D. IDP/Attachments

• Ensure the IdP is correct. If not, please update in the General Notes section.

• Upload your district logo in the Attachments & Link section

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E. Add notes, questions or additional information if needed.

F. Once added, use drop-down menu to change status to Request Review.

G. Click Save.

• Purpose: Identify the different locations for house of staff. District Office/Central Office is implied.

A. Click on Departments/Buildings

B. Type in all school buildings/campuses or department groups

• Campus names: elementary school, middle school, high school

• Departments: Maintenance, Technology, Business

• Staff are able to have 1 location. If a campus principal evaluates, it is best to add that staff to their specific campus. If a Director evaluates, creating a department group will be best.

C. Once added, use drop-down menu to change status to Request Review.

D. Click Save.

Purpose: The observation types created by the district defines the timeline and availability of pre/post forms and conferences.

• Frequently used observation titles include:

  • Formal

  • Informal

  • Announced

  • Unannounced

  • Long

  • Short

A. Click on Observation Types

B. Click on Import Template

• Use the spreadsheet to document the different types of observations. Ensure each cell is updated.

C. Click on New Observation Type Request

• Upload the Import Template once you have completed the information

D. Add notes, questions or additional information if needed.

E. Once added, use drop-down menu to change status to Request Review.

F. Click Save.

A. Observation Title - the title appears in the observation module

B. Pre-Form, Pre-Conference, Post-Form and Post-Conference - the tabs will be available based on district options. In this example, the red circle R identifies the required forms and conferences based on the observation type.

A. Observation Title - the title appears in the observation module

B. Post-Form and Post-Conference - the tabs will be available based on district options. In this example, the red circle R identifies the required form and the white circle O identifies the optional conference based on the observation type.

Purpose: Upload Rubric Instruments used to evaluate the various employee positions

A. Click on Rubric Instruments.

B. Click on New Rubric Instrument.

C. Type the Rubric Titles and click Go.

D. Optional notes field.

E. Choose the file with the new rubric - preferably work or text format. Click Upload Attachment once the file is chosen.

F. Optional notes field.

G. Once added, use drop-down menu to change status to Request Review.

H. Click Save.