Summary

[updated 4/5/18 dmr]

The Annual Evaluation Summary is a table which allows the Evaluatee or Evaluator to quickly and efficiently review and/or modify criteria ratings.

Additionally, for Washington State districts mainly, the Summary is where the Evaluator fills in the Evaluatee's Final Evaluation for the year to utilize district range calculations and Washington state based calculations.

The summary page itself can be seen by both the Evaluator and Evaluatee, however only when a task has been shared will any information regarding it be seen on the Summary. 

Summary Display Views [top of page]

The standard display of the Summary is a matrix, with rows showing the criteria and 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. 

To see criterion detail:

1. Click the down arrow to the left of a criterion name
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2. This displays all the criterion attached, rating selection, and links to open the Evidence view.
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From here there are two ways to view evidence (see Adding Evidence - article coming soon to learn how):

1. Click the Evidence link on a main/overall criterion (ex: Criterion 1)
   • This will display rating options, any files, charts, notes associated to the main/overall criterion AND all of the criterion components (1.1, 1.2, etc)
2. Click the Evidence link on a criterion component (ex: Criterion 1.1, 1.2, etc)
   • This will display rating options, any files, charts, notes associated to the selected criterion component for that current year.

Setting Comprehensive vs. Focused [top of page]

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

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

If a criteria needs to be marked as focused:

1. On a criterion row, click the corner triangle that is grey to turn it blue
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2. Repeat all those to be included, including the Student Growth components
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To change the view to only display focused & required criterion:

1. Click the gear/settings icon
2. Check the 'Show only focused & required criteria'

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

Final Evaluation Criterion Ratings [top of page]

To add or change a performance level rating, click the box of the criterion & task to choose a value from the menu. From the dropdown choose the appropriate rating.

When selected the color corresponds to a level, which can be customized per district. Typical is: green = Distinguished/4, blue = Proficient/3, yellow = Basic/2, and red = Unsatisfactory/1.

When all the components of an overall/main criterion are given a performance level rating, a suggestion will appear. This suggestion is based on a range that is customizable by the district per Position.

The Evaluator has the choice to:

• accept the suggestion, it will be come the selected rating for that criterion
• dismiss (or ignore) the suggestion and the select their own rating for that criterion.

Entering Final Criterion Notes [top of page]

In the Final column there is a Notes box to add final notes for each criterion. Click the page icon "Final Notes" box for that criterion. Click save once you've typed in your notes.

They then display on the Evidence screen along with the notes from the evaluations throughout the year.

Final Summative Ratings (WA State) [top of page]

Per Washington State requirements (see below) if a user is Comprehensive or Focused, the summary will provide suggestions for the necessary areas.

From minutes input on individual Observations done through the year, they are totaled here to show Total Minutes Observing.

Washington State/TPEP Supporting Documentation on Comprehensive Vs. Focus:

Comprehensive: 

The Preliminary Summative Rating, Student Growth Impact, and/or Final Summative Rating based on previously selected performance levels for each criterion. It will also determine the need for a Student Growth Inquiry and/or Plan of Improvement. 

As performance level selections are made in the Final column for Criterion 1-8, in the Preliminary Summative Rating area (if displayed) the ratings will start adding up and this number will be shown.

As performance level selections are made in the Final column for sub-criterion designated Student Growth, in the Student Growth Impact area (if displayed) the ratings will start adding up and this number will be shown.

The summary allows for an Evaluator to override any suggestion, and to Accept or Dismiss each suggestion individually. 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.

Focused:

If an Evalautee's Focus is marked correctly (visit: marking focus), 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.

Entering Final Summative Notes [top of page]

Below the the rows & 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 and it will open a notebox. Once notes are entered, click save.

Sharing / Marking Complete  [top of page]

When the Evaluator is finished with the Final Evaluation click the gear icon and select:

• ‘Share w/ Evaluatee?’ - to share prior to 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.

Printing the Summary [top of page]

Click the gear icon and choose Print Evaluation Summary. On the pop-up that appears, choose which parts of the Summary page to include. Use the Toggle All to select all or deselect all

TIP: To print only the 'main criterion' of the Final Evaluation and any notes associated, deselect all and leave only 'Show Final Notes' selected. The Final Summative section will be included on the print.

Once the desired selections are made, click Download PDF. When the report is ready, a notification will appear in the application and an email will be sent to the user.

Click the Click here link to download the PDF report.

Video [top of page]

Evaluations Demonstration Video - 09 - Evaluator View: Annual Summary from School Data Solutions on Vimeo.