📋 EVALUATOR: Task List Overview and Options (Connect)

Here, you will learn how to manage an Evalutee's tasks.

Tasks may be assigned to the Evaluator or the Evaluatee for completion. A task list is pre-populated at the beginning of the year, depending on the Evaluatee’s position level (e.g., Comprehensive, Focus Year 1, etc.). Each task has a due date set by the district. 

1. Start by navigating to 'My Evaluatees' in the left navigation menu.
   • The 'My Evaluatees' list is also accessible on the left navigation menu under 'Summary'. 
2. Click the arrow to reveal the list of evaluatees assigned to you for management. 
3. Click the name of the Evaluatee you want to manage.
4. You will default to the ​​Manage Evaluation Year page and see a data table for that Evaluatee's tasks.

5. Click the Add Task button in the top right to add a task.
6. Click the magnifying glass in the Task Column to view the task page.

7. Once a task is complete, click the "Incomplete" button in the upper-right corner of the task page. A popover window will appear.
8. Select 'Yes' or 'No' from the dropdown menu for 'Send Email'.
9. Click Save. The Incomplete button will now be changed to Completed, making it read-only, and sharing the task data, while also sending an email.
10. To return to an incomplete task or edit it again, click the Completed button. It will return to incomplete, and you may now edit again. Upon completing it again, another email will be sent, and the date will be updated to the current completion date.

11. Click the magnifying glass in the Observation column to view the Perform Evaluation Task page.
12. The Status column indicates whether a task is complete, optional, or late.

13. Click the Row Actions gear and choose one of the following:
    • Delete: This will remove the task. This option is only available on tasks you add and can edit. A popover window will appear: “Are you sure you would like to delete this task? This cannot be undone.” Click 'Yes' or 'No' to return to the data table.
    • Import Task Info: This process copies any text that matches the fields on the current task from the task identified in the pop-up list and replaces the text on the current task where Import Task Info was clicked. Click the Task field, select the checkbox to the left of the chosen task to import it. And click Save.

Adding a Task

1. Click the Add Task button in the top right to add a task.
2. The Reference Data section will be automatically populated.

3. Click the magnifying glass in the Task Template field and click the checkmark to the left of the chosen task.
4. By default, the Earliest Allowable Completion Date is populated with the day before today, allowing it to be marked as complete at any time. If you do not want the task marked as complete until a certain day, select that date here.
5. Click the Due Date field and choose the date the task is due. The due date not only indicates when a task is due but also determines the order in which tasks are listed.
6. Select Yes or No from the Is this task required? Field.  
   • By selecting Yes, the task will be reflected in the late task total once the due date has passed, and it cannot be deleted. 
   • By selecting 'No', the task will not be reflected in the late task list, and anyone who can edit the task can delete it.
7. Click Save. The task has been added, and you can continue to edit it if necessary.

Evaluator: To Add A Task To Multiple Evaluatees Simultaneously

1. To simultaneously add a task to multiple evaluatees, click Summary in the left navigation menu. 
2. You will default to the My Evaluatees tab of the Evaluator Dashboard.
3. Select the checkbox at the top left of one or more Evaluatees or click the Select All checkbox at the top.
4. Click the Selected Gear in the top left and choose Add Task.
5. Complete is similar to adding a task above.

The Task's Current Status 

	A required task is added at the beginning of the year. It cannot be deleted.
	The task is optional.
	Past Due Required Task
	The task has been marked complete.
	The task is incomplete and may be edited.
	Displays for either the Evaluator or the Evaluatee. The item has been marked complete or is only for the Evaluatee to enter data.
	Due date
	Notify the Evaluator or the Evalutee of the change.
	Displays when either the Evaluator or Evaluatee has shared an Evaluation type task.
	Notepad is not shared.
	Notepad is shared.

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