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Account - Onboarding

Account - Onboarding

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.

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