📝 Summary Evaluation Form

Easily review notes, evidence, and performance levels attached to the criterion. Create and view the Final/Summative Evaluation for the Evaluatee. It utilizes the district range calculations and Washington state-based calculations.

Summary Display Views

Both the Evaluator and the Evaluatee can view the Summary page. However, only when a task has been shared will any information regarding it be seen in the Summary for the Evaluatee. 

The standard display of the summary is a matrix, with rows showing the criteria and columns displaying the tasks (Self Evaluations and Evaluations/Observations). There is also a column for a Final Evaluation and an area for suggestions on each of the criteria.

Go directly to the Summary Tab.

Summary Options - Gear Icon Print Preview/Print Evaluation Summary/Mid-Year Evaluation Summary - a pop-up window that generates a PDF Mark Final Complete? - adds green task checkmark, makes read-only, shares task data, and sends an email to Evaluatee Share w/Evaluatee? - Share in advance all Final data on the Summary as read-only. The evaluatee is unable to see the Final Column or suggestions without it. Allow Commentary - This will share the final evaluation and provide the Evaluatee a box for their comments. Evaluated Position Reference - link to supporting documentation. View Options (persist per user) Show only focused and required criteria - display only criteria with red or blue checkmarks.

Ensure the position level accurately matches how the Evaluatee is being evaluated. This ensures that the Final Evaluation/Summary provides the correct calculation options when the school year rolls from one year to the next, and the Evaluatee is systematically promoted to the next position level. (This is a district configuration setting.)  If you require additional assistance, please contact support@schooldata.net.

To see the criterion detail, click the caret to the left of a criterion name.

This displays all the criteria attached, rating selection, and links to open the evidence view.

From here, there are two ways to view the Evidence. (Example: Criterion 1)

1. Click the Evidence link on a main/overall criterion. This will display rating options, any file charts, and notes associated with the main/overall criterion, as well as all the criterion components (1.1, 1.2, etc.).

2. Click the Evidence link on a criterion component (1.1, 1.2, etc.)  This will display rating options, any associated files, charts, and notes for the selected criterion component in the current year.

Helpful Resource: Adding Evidence 

A red corner to the right of the criterion means a criterion is required. These are pre-set up with the Evaluatee’s Position Level.

A blue corner to the right of the criterion means the criteria is Focused. These are set by either the Evaluator or Evaluatee.

Helpful Resource: Comprehensive vs. Focus: Marking/Displaying Focus Criteria 

The summary also contains access to an Evaluated Position Reference link, which opens in a new window when clicked. This can also be accessed by clicking the gear icon at the top of the summary.

Rating the Final Evaluation

To add or change a Performance Level Rating, click on an empty box under the Final/Summary Evaluation column, and select a performance level in the drop-down that appears. When selected, the color corresponds to a level, which can be customized per district. Typically it is green = Distinguished/4, blue = Proficient/3, Yellow = Basic/2, and red = Unsatisfactory/1. Repeat this for each criterion component related to the Criterion currently being rated.  

This process can also be applied when reviewing evidence. When completed, click Done to exit.

(OPTIONAL). Click the paper icon to the right of the performance level rating. Enter any final criterion notes desired for the selected criterion in the pop-up box, then click Save. Repeat this for any other criterion for which notes are needed. These notes will be displayed on the printout using the 'Show Final Notes' option.

As performance level selections are made in the Final column for Criteria 1-8, in the Preliminary Summative Rating area (if displayed), the ratings will start to add up, and this total will be displayed.

As performance level selections are made in the Final column for the Sub-Criterion designated Student Growth in the Student Growth Impact area (if displayed), the ratings will start to add up, and this total will be displayed.

A Suggestion will appear when all the overall/main criterion components have been assigned a performance level rating. This suggestion is based on a range that can be customized by the district per position.

The Evaluator has the choice:

• Accept the suggestion. It will become the selected rating for that criterion/domain. NOTE: Suggestions for the main criterion/domain are based on a customizable range per criterion for the district. 
• Dismiss (or ignore) the suggestion and select their rating for that criterion/domain.

Accepting or Dismissing one suggestion does not affect the other suggestions. However, the educator can select the Accept All Suggestions button. 

Once the Preliminary Summative Rating and Student Growth Impact selections are made, the Final Summative Rating suggestion is made.

If an Evalautee's Focus is marked correctly, the Preliminary Summative Rating and Student Growth Impact areas will not display.

If the district has been using Evaluations for one or more years and the Evaluatee was at the district, the Evaluatee's 'Most Recent Comprehensive Final Summative Rating' will display.

Minutes input on individual Observations done throughout the year are totaled here to show Total Minutes Observed.

Entering Final Summative Notes 

Below the rows and columns and to the left of the Final Summative section, there is an Evaluator Notes box where the Evaluator can add final summative notes.

Click the pencil icon to open a note box. Once notes are entered, click Save.

Printing, Marking Complete

Click the gear icon and select Print Evaluation Summary.  

The pop-up that appears allows the Evaluator to determine how much or how little of the summary to include. When selections are made, click Download PDF.

TIP:

• To print only the Main Criterion of the Final/Summative Evaluation and notes associated, deselect ALL, but leave Show Final Notes. 
• To include Sub-Criterion, also select Show Criterion Components.  
• To include only Focused Criteria, select Show Only Focused/Required Criteria.

Inside the application, a notification will provide a way to download a PDF, and an email will be sent.  

Click the gear icon and select:

• Share with Evaluatee? To share before marking complete. The Evaluatee will be sent an email.
• Mark Final Complete? To share and mark complete. Marking complete makes the task read-only, and the Evaluatee will be sent an email.

• Summary Evaluation Form.pdf900 KB