Staff Access and Review of the Finalization / Summative

A. To view, click the “Finalization Worksheet (pdf)” link in the To Do List on their dashboard OR…
B. Under Evaluation Items / Checklist click the Finalization row

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C. After clicking the Finalization Worksheet link, a pop-up box will ask to confirm access to the finalization, click “OK”. This will serve as the electronic signature of receipt

NOTE: depending on what browser is being used, pop-up boxes may appear different than shown but content is the same

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If a district has finalization comments turned on for the staff member, after clicking the Finalization Worksheet link on their dashboard, you will see the following screen:

A. Click the blue link Finalization Worksheet and pop-up box will ask to confirm access to the finalization
B. By clicking OK, this will serve as your electronic signature of receipt and the Finalization pdf will open in a new browser tab

C. You can refer to the Finalization pdf in the new widow and make comments in the textbox simultaneously
D. Click “Save as Draft” if you want to come back to the comment page or, if finished, click “Save and Commit Comment to Record”
E. After selecting “Save and Commit Comment to Recording” click “OK” on the verification pop-up box to complete

STAFF VIEWED PDF SUMMATIVE / FINALIZATION

A. After a staff member has viewed the PDF online, at the bottom of page 1, the sign-off signature fields will be replaced with digital acknowledgements verifying the staff member’s electronic receipt of the document and the date the administrator marked the Finalization as complete

B. Any final comments made by the staff member will be added to the comment section on page 2

C. EER rating breakdown displaying the final ratings assigned to each competency, page 3