To complete a form for a staff member, follow these steps.
-
Select My Staff > Staff from the main menu.
-
Click View for the desired staff member.
-
Click Go To Form for the desired form.
-
Complete the form as appropriate.
-
Click Save & Submit to save the form, lock it from further edits, and begin the workflow defined for the form.
While completing a form, you may have access to the following tools.
-
Rubric/Form Review Tool: A slide-out tool to view any rubric associated with this process, as well as any completed forms in the process.
-
Scripting Tool: A slide-out tool to enter your time- and date-stamped observation notes.
-
Attachments: Add up to three separate attachments.
-
Form Sharing: Send a copy of the form to the staff member for their review prior to locking.
-
Artifacts: Used instead of attachments to add an unlimited number of files or URLs to the evaluation process.