Activity Tracker

Activity Tracker provides interactive views of Appraiser activity. Appraisers can view Evaluation Process tasks by alert status and identify what actions need attention. Appraisers can filter and sort columns within the table to drill down to the needed information. 

Access Activity Tracker under Appraisal from the navigation. To configure Appraisee Types, go to Appraisal Management to drive the Activity Tracker. Additionally, My Incomplete Items displays any task in progress requiring action. 

Note: Districts must include due dates when setting up their evaluation process system to ensure goals and documents upload accurately in Activity Tracker. Tasks that have not been assigned a due date or do not have a set required number can only display the N/A status.

All Appraisal Activity

Anyone who can conduct or view appraisal activity can view the All Appraisal Activity table.

Users can filter and sort columns within the table to find information. The Appraisee Type setup in Appraisal Management drives the table. Learn more about Building and Modifying Appraisee Types in Strive. 

Once due dates and a required number of tasks are set in the Evaluation Process Template, an Alert Status is displayed in the table for each task. The Alert Status updates continually as tasks approach the set due dates. 

Alert Status includes:

• On Track = items in compliance
• At Risk = 14 days before the due date
• Overdue = past the due date and beyond
• N/A = no due date or set required number, no due date, or not required

Tips for Filtering

• Select one Appraisee Type to focus on one group. 
• Select one Task at a time to focus on one specific task.
• Select an individual Staff Name to view the status of all tasks in the Evaluation Process for that staff member.
• Adjust dates to narrow the window for Status Alerts.
• Select multiple filters to narrow the information:
  • Appraisee Type + Task + Appraiser
  • Dates (Next 2 weeks) + Appraisee Type + Appraiser

My Incomplete Items

Only Appraisers can access and view the My Incomplete Items feature. Users not conducting appraisals will not see the My Incomplete Items tab. 

My Incomplete Items alerts appraisers to any item within a task that needs action taken. For example, if a document has not been set for an Appraisee to view, the action item will alert the Appraiser that they must select Let Staff View. If signatures are turned on, My Incomplete Items will let the Appraiser know if a signature needs to be recorded. 

Actions to take from the Incomplete Items tab include viewing a submitted goal or signing a document. If no action is required, the tile displays the On Track message.

Remind Appraisee opens a window displaying the Status of an appraisal. Check the Status to determine the Appraisee’s next steps.

Appraisers can select Email Appraisees to notify a staff member to complete an action. A Document or Goal will only be completed in the All Appraisal Activity table or the Incomplete Items once all steps are completed. 

Document Status steps:

• Reflection: Unsubmitted > Submitted > Viewed > Signed 
• Walkthrough: Created > Made Viewable > Viewed > Signed (only if signature is enabled) 
• Observation: Created > Made Viewable > Viewed > Signed (only if signature is enabled)
• Evaluation: Created > Made Viewable > Viewed > Signed (only if signature is enabled)
• Summative: Created > Made Viewable > Viewed > Signed (only if signature is enabled)

Note: If Electronic Signature is turned off, the document displays complete after the Appraisee views it.

Goal Status steps:

• Professional Goal: Unsubmitted > Submitted > Approved > Completed > Archived
• Student Growth Goal: Unsubmitted > Submitted > Approved > Completed > Archived