Conducting an Observation or Walkthrough Appraisal

Quick Guide

1. Select Staff from the Manage section of the main menu.
2. Select the staff member's name.
3. Expand the evaluation step and select the plus sign icon.
4. Select the information for the new evaluation and click Create. 
5. Select Show Scripted Comments to script walkthroughs and observations.
6. Transfer comments to evidence or comment boxes.
7. Select Hide Scripted Comments to close the frame.
8. Complete all evaluation items.
9. Select Let Staff View.

Note: Appraisals can still be edited after selecting Let Staff View until both parties complete their signatures.

Illustrated Guide

Step 1: Select Staff from the Manage section of the main menu.

Step 2: Select the staff member's name.

Step 3: Expand the evaluation step and select the Plus icon to open a new evaluation document. 

Step 4: Select the information for the new evaluation and click Create. 

Step 5: Select Show Scripted Comments to script classroom walkthroughs and observations. 

Note: Staff members cannot view scripted comments. Scripted comments serve only as the evaluator's documentation during the evaluation. Scripted comments are available to the evaluator throughout the life of the document, even when archived.

Step 6: Drag and drop or copy and paste statements from the scripted comments into the evidence or comment boxes in the evaluation. 

Step 7: Select Hide Scripted Comments to close the frame.

Step 8: Complete all items in the template. The document saves automatically as you complete it. The Save icon indicates the current save status.

Step 9: Select the Let Staff View button to allow the staff member to see the document. The staff member cannot see the evaluation template until the Let Staff View button is selected. Only select this button when the template is completely filled in and ready for the staff member to view. Until this button is selected, the evaluation has a status of Not Viewable.

When the evaluator selects the Let Staff View button, the status changes to Marked Viewable and shows the date of the change.

When the staff member views the document, the status changes to Viewed and shows the date when the staff member opened it.

Note: Appraisals can still be edited after selecting Let Staff View until both parties complete their signatures.