Process Management

1

Search by Name

Filters the list to show processes with names that contain the search criteria you entered in the field.

2

Filters

Select a framework or status by which to filter the process list.

3

Date Range

Select a date range to filter the process list to specific start and end dates.

4

Reset Filters

Clears all filters.

5

Build New Process

Selecting the button opens the Build New Process modal, where you can name the new process and set the Process Type, Framework, and start and end dates. Visiting Building a New Process for more information.

6

Process List

Displays a list of processes based on your current filter selections. Columns include:

• Process Name – The name of the professional process, which you can click on to edit and update information about the process.

• Process Type – The type of professional process, such as an evaluation process.

• Framework – The framework assigned to the professional process.

• Start Date – The first day the process becomes available to use and for reporting.

• End Date – The last day the process is available to use and for reporting.

• Status – The current state of the process, which can be any of the following:

  • Active

  • Dates Required

  • Standby

• Actions – You can take the following actions with a process:

  • Delete () – Permanently removes a process after confirmation.

1

Performance Score Settings ()

Opens a modal that allows you to choose an observation or summative document and set your weighted scoring formula for custom reporting.

2

Delete ()

Permanently deletes the process, along with all its associated steps and tasks, upon user confirmation.

3

Autosave Indicator ()

Consistently updates its icon as a user makes changes to the process, indicating whether their work has been automatically saved or not.

4

Close

Closes the current process and redirects users to the Process Management screen.

5

Process Information

Displays the process information the user set during process creation, which includes:

• Process Name

• Process Type

• Framework

• Start Date

• End Date

6

Edit Process ()

Opens a modal that lets you edit or set the process name (formerly called Appraisee Type), process type, framework, start date, and end date.

7

Collapse All / Expand All

Collapses or expands all tasks within all steps.

8

Step Title

Allows the user to name a step in a process.

9

Collapse Step / Expand Step

Collapses or expands all tasks within a single step.

10

More ()

Opens additional actions, such as:

• Delete Step – Permanently deletes a single step and its associated tasks after user confirmation.

11

Task Title

Allows the user to name a task within a step.

12

Task Due Date

Allows the user to set a due date for the task in MM/DD/YYYY format or by selecting the Calendar icon () and choosing a date.

13

Delete Task ()

Permanently deletes a single task in a step after user confirmation.

14

Drag and Drop Task ()

Permits the user to reorder tasks within a step by dragging and dropping them.

15

Select Forms / Select Goals

Presents forms or goals to choose from for the associated task.

Selecting Forms opens a drop-down menu that lets users choose a reflection, walkthrough, observation, evaluation, summative, or intervention form.

Selecting Goals opens a drop-down menu that lets users choose between a professional growth goal and a student growth goal.

16

Number Required

Sets the number of selected forms or goals required to complete the task.

17

Add Task

Adds a new task to the current step.

18

Add Step

Adds a new step to the current process.