Mentoring

Get Started

1. Choose Mentoring from the main menu.
2. Find and click the desired mentee.
3. Within their plan, click anywhere on a container to view its activities.

Form Activity

Once you access a form-based activity, you will begin in one of two ways.

• Click New to create a new instance of the form.
• Click Edit to update a form already displayed.

Required fields are denoted with an asterisk. While the form can be saved without them, the activity cannot be marked complete.

Sign-off Activity

Sometimes, the activity requires you to review the information and confirm it is acceptable.

Select the confirmation statement checkbox, then click Acknowledge.

Mentor Log Activity

1. Locate and click the activity for mentor logs.
2. Click Edit or New to start the log. Fill out the form, noting that all required fields are marked by an asterisk.
3. Click Save & Exit.
4. Provide acknowledgment if required.
5. Click Back to return to the activities screen.
6. Your workflow may require you to mark the step complete. Be sure to click the necessary action.

Assign Mentor Activity

1. Locate and click the activity for assigning mentors.
2. Click New User.
3. Enter the search criteria and click Search.
4. Select the desired mentors.
5. Click Add Selected Users.
6. Click Back to return to the activities screen.
7. Your workflow may require you to mark the step complete. Be sure to click the necessary action.

Completion/Continuation/Cancellation Container

Within this container, you may see activities for multiple forms. Only complete the activity that is applicable to this mentee. Do not complete all of the forms.

Select carefully; this cannot be changed once you save.

Completion Activity

Use this form to mark this mentee as complete for this mentoring plan.

1. Locate and select the activity for completion.
2. If a form must be completed, click Edit.
3. Complete the form, then save it.
4. In the Sign Off Status section, select the confirmation statement, if present.
5. Click Acknowledge.

Continuation Activity

Use this form to mark this mentee for continuation in the mentoring plan

1. Locate and select the activity for continuation.
2. If a form must be completed, click Edit.
3. Complete the form, then save it.
4. In the Sign Off Status section, select the confirmation statement checkbox, if present.
5. Click Acknowledge.

Cancellation Activity

Use this form when the mentee leaves the school/district or when the mentor assignment changes.

1. Locate and select the activity for cancellation.
2. If a form must be completed, click Edit.
3. Complete the form, then save it.
4. Click Mark Complete.