📝 EVALUATOR: Summary Evaluation Form (Connect)

The Summary page presents a matrix view to both the Evaluator and Evaluatee, showing criteria in rows and tasks (Self-Evaluation, Evaluations/Observations) in columns. It also includes a Final Evaluation column and a section for suggestions on each criterion. Information is only visible to the Evaluatee in the Summary once a task has been shared. It utilizes the district range calculations and Washington state-based calculations.

1. Start by navigating to 'My Evaluatees' in the left navigation menu.
2. Click the arrow to reveal the list of evaluatees assigned to you for management.
   • Alternatively, the My Evalutees list is also accessible under Summary on the left navigation menu.
3. Click the name of the Evaluatee you want to manage.
4. You will see the Manage Evaluation Year page, which features several subpages (tabs) across the top.
5. Verify that the Position Level Type and Focused Criterion are correctly selected. This may be found directly under the name at the top of the page. This is important because it will determine how the summative evaluation will work.
6. Click the Summary Tab at the top of the page.

7. Any criterion we will examine will be displayed, along with prior evaluation scores, evidence, and notes for the year.
8. Click the Show only focused & required criteria checkbox in the top left to limit the list to only focused and required criteria.
9. Focused criterion will be marked by a blue triangle astra in the top right corner. Helpful Resources:EVALUATOR: Comprehensive vs. Focus: Marking/Displaying Focus Criteria (Connect)
10. Click the arrow to the left of any Criterion to show further sub-components.
11. To the right of the criterion, click Evidence to expand and view Performance Level Descriptions, Associated Files, Notes, and Key Indicators. Helpful Resources: EVALUATOR: Adding Evidence (Connect)
12. The main or overall criterion (e.g., Criterion 1) will display Performance Level Descriptions, Associated Files, Notes associated with the main criterion, and Key Indicators.
    • The criterion component (e.g., 1.1, 1.2) will display Performance Level Descriptions, Associated Files, and Notes related to the selected criterion component.
    • Click the “x” to close the evidence expansion. 

13. Use the prior evaluation scores, evidence, and notes from the year to fill in the sub-component ratings in the Final Evaluation column. 
14. A suggested overall criterion rating will be generated as each one is filled in. You can accept the suggested overall rating based on the Washington State Logic or dismiss it and enter your rating. Tip: If you choose to give a different rating, it may be helpful to provide a reason for your decision.
    • 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, the colors represent the following levels:
      • Green = Distinguished 4
      • Blue = Proficient 3
      • Yellow = Basic 2
      • Red = Unsatisfactory 1
      • Black = Not Observed 0
    • Click the paper icon to the right of the performance level rating. Enter any final criterion notes desired for the selected criterion in the popover box, then click Save. These notes will be displayed on the printout using the 'Show Final Notes' option.

15. Once you have completed all the components in the final evaluation column, the Preliminary Summative Rating shows a suggested overall rating based on all the overall criterion pieces above.
16. Next, as performance level selections are made in the final column for the sub-criterion designated 'Student Growth Impact,' an overall rating will appear. Choose to Accept or Dismiss as earlier.
17. Lastly, there is the Final Summative Rating, which is based on the Preliminary Summative Rating and the Student Growth Rating. Choose to Accept or Dismiss as earlier.
18. Choose to Accept or Dismiss the toggle Require Plan of Improvement.
19. Minutes input on individual observations done throughout the year are totaled in the Total Minutes Observed field.
20. If an Evaluatee’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.

21. Once all rating selections have been completed, choose to toggle on any of the following toggles:
    • Mark Final Complete? This adds the Completed checkmark, makes the task read-only, shares task data, and sends an email to the Evaluatee.
    • Share with Evaluatee? This shares all Final data on the Summary in advance 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.

22. Below the rows and columns to the left of the Final Summative section, there is an Evaluator Notes box to add final summative notes. Click the arrow to view Evaluator Notes.
23. Click the Pencil icon in the top right, add notes, and click Save when finished.

Printing

1. Start by navigating to 'My Evaluatees' in the left navigation menu.
2. Click the arrow to reveal the list of evaluatees assigned to you for management.
   • Alternatively, the My Evalutees list is also accessible under Summary on the left navigation menu.
3. Click the name of the Evaluatee you want to manage.
4. You will see the Manage Evaluation Year page, which features several subpages (tabs) across the top.
5. Click the Summary Tab at the top of the page.
6. Click the Documents Arrow on the right to choose any supplementary reports you wish to generate from this page. You will be prompted for additional input.

7. Select Evaluations Annual Summative Report.
8. Click the Evaluation School Year field and click the checkbox to the left of the school year.
9. Click the checkbox to the left of the chosen options:
   • Show Only Focused/Required Criteria
   • Show Non-Final Notes
   • Show Commentary
   • Show Charts
   • Show Data Extracts
   • Show Key Indicators
   • Show Evaluations
   • Show Criterion Components
   • Show Final Notes
   • Show Files
   • Show Web Links
   • Show Goals
   • Show Self-Evaluations
10. Click Save. Inside the application, a notification will provide a way to download a PDF, and an email will be sent.

• EVALUATOR_ Summary Evaluation Form (Connect).pdf600 KB