---
title: "Setting Up the T-SCESS Evaluation Process for Counselors"
slug: "setting-up-the-t-scess-evaluation-process-for-counselors"
updated: 2026-07-15T20:20:05Z
published: 2026-07-15T20:20:05Z
canonical: "support.eduphoria.net/setting-up-the-t-scess-evaluation-process-for-counselors"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up the T-SCESS Evaluation Process for Counselors

The Lone Star State School Counselor Association has published a framework for evaluating school counselors. This article contains information regarding the T-SCESS framework and evaluation forms and describes the steps to create a T-SCESS evaluation process in Strive.

Download the [PDF from the Lone Star State School Counselor Association](https://www.lonestarstateschoolcounselor.org/page-18446). Within **Strive**, locate the T-SCESS framework by accessing **Settings** > **Framework Setup**.

![Settings menu displaying Framework Setup, Form Management, and Process Management options.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20framework%20setup.png)

![List of locked framework names displayed in a user interface format.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/locked%20frameworks(1).png)

> [!NOTE]
> **Note:** This article walks you through setting up a T-SCESS evaluation process. When you are ready to conduct an evaluation, see [Creating an Evaluation Document](/v1/docs/creating-an-evaluation-document) for staff.

## **Building the Evaluation Process With the T-SCESS Framework**

If your district uses the locked T-SCESS framework, you must build a new evaluation process.

### **Retiring Your Existing T-SCESS Process**

The first series of steps requires you to retire your existing T-SCESS process.

#### Quick Guide

1. Select **Settings** (), and then select **Process Management**.
2. Locate the existing T-SCESS Counselor process you no longer want to use.
3. Select the **Delete** icon () to permanently remove the process.

> [!NOTE]
> **Note:** Completing the end-of-year archive preserves all evaluation data for the year, making it safe to delete old processes. If a process is assigned at least one staff member, it cannot be deleted. We will soon offer users a way to make processes inactive to help organize the Process Management table.

#### Illustrated Guide

**Step 1:** Select **Settings** (), and then select **Process Management**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20process%20management(2).png)

**Step 2:** Locate the existing T-SCESS Counselor process you no longer want to use.

![Process management table showing various evaluations and their statuses, including T-SCESS Counselor.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/locate t-scess process.png)

**Step 3:** Select the **Delete** icon () to permanently remove the process.

> [!NOTE]
> **Note:** Completing the end-of-year archive preserves all evaluation data for the year, making it safe to delete old processes. If a process is assigned at least one staff member, it cannot be deleted. We will soon offer users a way to make processes inactive to help organize the Process Management table.

![Process management table displaying the ability to delete a process.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/delete t-scess process.png)

### **Removing Counselor Forms From Different Processes**

If your district previously evaluated counselors under a different process that included other employee groups, such as a School Staff process, perform the following steps to remove the counselor evaluation forms from the process.

#### Quick Guide

1. Select **Settings** (), and then select **Process Management**.
2. Locate and select the process you want to edit.
3. Locate the Evaluation step of the process, and select the **X** beside any T-SCESS or Counselor forms to remove them.
4. Confirm that you want to remove the evaluation form from the process by selecting **Proceed**.

#### Illustrated Guide

**Step 1:** Select **Settings** (), and then select **Process Management**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20process%20management(2).png)

**Step 2:** Locate and select the process you want to edit.

![Process management table displaying a school staff process.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/school staff process.png)

**Step 3:** Locate the Evaluation step of the process, and select the **X** beside any T-SCESS or Counselor forms to remove them.

![Evaluation task with various forms and highlighted T-SCESS form for removal.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/remove t-scess forms.png)

**Step 4:** Confirm that you want to remove the evaluation form from the process by selecting **Proceed**.

![Warning message about removing a form and its implications for existing documents.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/remove form confirmation.png)

### **Verifying Prebuilt Forms**

Next, you must locate and verify that you have prebuilt forms from Eduphoria.

#### Quick Guide

1. Select **Settings** (), and then select **Form Management**.
2. Select the **Prebuilt Forms** tab.
3. Select each form type and verify that you have each of the following forms in the table:
  1. Reflections
    1. T-SCESS Annual Administrative Conference
    2. T-SCESS Annual Student Outcome Goal Plan
    3. T-SCESS Counselor Self-Assessment
    4. T-SCESS Mid-Year Goal Progress Self-Check
  2. Observations
    1. T-SCESS MOY Evaluation
  3. Evaluations
    1. T-SCESS Goals Attainment
  4. Summative
    1. T-SCESS EOY Evaluation
4. If any are missing or don’t appear properly tagged, contact [Support](mailto:support@eduphoria.net).

#### Illustrated Guide

**Step 1:** Select **Settings** (), and then select **Form Management**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20form%20management(2).png)

**Step 2:** Select the **Prebuilt Forms** tab.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/prebuilt%20forms%20form%20types.png)

**Step 3:** Select each form type and verify that you have each of the following forms in the table:

| **Form Type** | **Form Title** |
| --- | --- |
| **Reflections** | T-SCESS Annual Administrative Conference |
| **Reflections** | T-SCESS Annual Student Outcome Goal Plan |
| **Reflections** | T-SCESS Counselor Self-Assessment |
| **Reflections** | T-SCESS Mid-Year Goal Progress Self-Check |
| **Observation** | T-SCESS MOY Evaluation |
| **Evaluation** | T-SCESS Goals Attainment |
| **Summative** | T-SCESS EOY Evaluation |

> [!NOTE]
> **Note:** Framework settings and tags are already set for prebuilt forms.

**Step 4:** If any are missing or don’t appear properly tagged, contact [Support](mailto:support@eduphoria.net).

### **Building a New T-SCESS Process**

Next, you’ll build a new T-SCESS process.

#### Quick Guide

1. Select **Settings** (), and then select **Process Management**.
2. Select **Build New Process**.
3. Type “**T-SCESS Counselor**” in the Process Name box.
4. Set your Process Type as **Evaluation** and your Framework as **T-SCESS**.
5. Set the **Start** and **End Dates** of the process, then select **Start Building**.
6. Set up the evaluation process by creating and modifying steps and tasks.
7. Assign **Forms** or **Goals** to each task as you create them (see a sample process in Step 7 of this section’s Illustrated Guide). Only use Professional Growth Goals, not Student Growth Goals, for T-PESS.
8. For Forms tasks, attach the appropriate form (see a list of recommended forms in Step 8 of this section’s Illustrated Guide). Set the number required to complete and a due date for completion to help evaluators monitor their staff’s progress in the Overview and Activity Tracker.

#### Illustrated Guide

**Step 1:** Select **Settings** (), and then select **Process Management**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20process%20management(2).png)

**Step 2:** Select **Build New Process**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/build new process(2).png)

**Step 3:** Type “**T-SCESS Counselor**” in the Process Name box.

![Modal to build a new T-SCESS process with fields for name, type, framework, and dates.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/t-scess process name.png)

**Step 4:** Set your Process Type as **Evaluation** and your Framework as **T-SCESS**.

![Modal to build a new evaluation process with fields for name, type, framework, and dates.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/t-scess type framework.png)

**Step 5:** Set the **Start** and **End Dates** of the process, then select **Start Building**.

![Modal to build a new process with fields for name, type, framework, and dates.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/t-scess start end date.png)

**Step 6:** Set up the evaluation process by creating and modifying steps and tasks.

![Process Builder interface showing task management options for a T-SCESS Counselor process.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/t-scess blank steps tasks.png)

**Step 7:** Assign **Forms** or **Goals** to each task as you create them. Only use Professional Growth Goals, not Student Growth Goals, for T-PESS.

##### **Sample Process**

| **Step Title** | **Task Title** | **Task** |
| --- | --- | --- |
| **BOY Self Assessment and Goal Setting** | Counselor Self-Assessment | Form |
| Professional Goal | Professional Growth Goal |
| Annual Student Outcome Goal Plan | Form |
| Annual Administrative Conference | Form |
| **MOY Conference** | MOY Counselor Self-Evaluation | Form |
| MOY Counselor Evaluation | Form |
| MOY Goals Progress Self-Check | Form |
| **EOY Conference** | EOY Goals Attainment | Form |
| EOY Counselor Evaluation | Form |

**Step 8:** For Forms tasks, attach the appropriate form. Set the number required to complete and a due date for completion to help evaluators monitor their staff’s progress in the Overview and Activity Tracker.

![Steps and tasks of a T-SCESS process with due dates and required forms.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/t-scess steps tasks.png)

##### Recommended Forms

| **Step Title** | **Task Title** | **Form Type** | **Form Title** |
| --- | --- | --- | --- |
| **BOY Self Assessment and Goal Setting** | Counselor Self-Assessment | Reflections | T-SCESS Counselor Self-Assessment |
| Annual Student Outcome Goal Plan | Reflections | T-SCESS Annual Student Outcome Goal Plan |
| Annual Administrative Conference | Reflections | T-SCESS Annual Administrative Conference |
| **MOY Conference** | MOY Counselor Self-Evaluation | Reflections | T-SCESS Counselor Self-Assessment |
| MOY Counselor Evaluation | Observation | T-SCESS MOY Evaluation |
| MOY Goals Progress Self-Check | Reflections | T-SCESS Mid-Year Goal Progress Self-Check |
| **EOY Conference** | EOY Goals Attainment | Evaluation | T-SCESS Goals Attainment |
| EOY Counselor Evaluation | Summative | T-SCESS EOY Evaluation |

Your new T-SCESS Counselor process is now ready to use. Evaluators must select the T-SCESS Counselors process for the counselors they evaluate with this framework.

> [!NOTE]
> **Note:** After setting up the evaluation process, assign the T-SCESS framework to the appropriate staff members. For more information about this process, see [Selecting Your Staff](/v1/docs/selecting-your-staff).

## **Making Old Forms Inactive**

[**Form Management**](/v1/docs/form-management) contains all active forms and allows appraisal administrators to make them inactive. Making a form inactive moves it to the **Inactive Forms** section, removes it from processes and report selections, and maintains historical data for analysis. In addition, you can reactivate inactive forms.

Locate the old form under the appropriate form type, then select the **Make Inactive** icon.

![Form management interface displaying various forms and the ability to make them inactive.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/make inactive(2).png)

If the **Make Inactive** icon is grayed out, that means the form is currently associated with a process and cannot be made inactive.