Conducting an Observation or Walkthrough

Throughout the school year, evaluators can conduct observations and walkthroughs as part of the evaluation process for their staff members. Once evaluators have created the appropriate documents and scheduled the date and time as needed, they can access the document and complete the necessary items for the observation or walkthrough before allowing their staff to view it.

Note: Documents can still be edited after selecting Submit to Staff Member () until the staff member complete their signature. To continue editing the document, your staff member must first clear their signature.

Quick Guide

Select Staff () from the main menu.
Select the Quick Start a Document icon () on the staff member card, or select the staff member’s name and then the Plus icon () to add a new document to the desired Walkthrough or Observation section.
Use the drop-down menu to select the desired evaluation process document.
Set the grade level, subject, start time, and end time, and then select Create.
Select Show Evaluator Notes () to record notes during walkthroughs and observations.
Transfer your notes to evidence or comment boxes.
Select Hide Evaluator Notes () to close the frame.
Complete all evaluation items.
Select Submit to Staff Member ().

Illustrated Guide

Step 1: Select Staff () from the main menu.

Step 2: Select the Quick Start a Document icon () on the staff member card, or select the staff member’s name and then the Plus icon () to add a new document to the desired Walkthrough or Observation section. You can access any previously created documents by clicking their name.

Staff management interface showing staff members and the Quick Start a Document icon.

Overview of evaluation process with tasks for observation and conferences listed as well as the ability to add a new document.

Step 3: Use the drop-down menu to select the desired evaluation process document.

Document selection interface for the staff member's assigned evaluation process.

Step 4: Set the grade level, subject, start time, and end time, and then select Create.

Note: You can adjust the date after document creation.

New evaluation form for an observation with fields for time and additional information.

Step 5: Select Show Evaluator Notes () to record notes during classroom walkthroughs and observations.

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

Staff evaluation page showing evaluator notes, print, delete, sign, and submit options for a walkthrough.

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

An evaluator's note that has been copied and pasted into an evidence box.

Step 7: Select Hide Evaluator Notes () to close the frame.

Screenshot highlighting the “Hide Evaluator Notes” button alongside Print and Delete controls.

Step 8: Complete all items in the document. Your work saves automatically, with a notification appearing in the right-hand corner displaying the current save status.

Interface shows Saved status, prominent Submit to Staff Member button, and disabled Sign option.

Step 9: Select Submit to Staff Member () to allow the staff member to see the document. The staff member cannot see the evaluation document, which has a Not Viewable status, until the evaluator selects Submit to Staff Member (). Select this setting only when the document is completely filled out and ready for the staff member to view.

Submit the document to a staff member once you have filled it out.

When the evaluator selects Submit to Staff Member (), the document shows the date and time of the change.

When the staff member views the document, it shows the date and time the staff member opened it.

Document details showing evaluator, staff member, and submission timestamps for a walkthrough.