1. DOCUSIGN INSTRUCTIONS UNIVERSITY FACILITATORS
OBSERVATIONS:
CLINICAL FACULTY
FIELD SUPERVISORS
UNIVERSITY FACILITATORS

2. Click the link above to launch the observation form.
Click the link above to launch the observation form.
Once you complete the Signer Information, you’ll need the access code to continue.

3. The document will open in your web browser and you’ll also receive an email.
This is what the looks like.
Click “Review Document” to get started from the .

4. IMPORTANT: If you check “Observation,” you cannot uncheck it
IMPORTANT: If you check “Observation,” you cannot uncheck it. Likewise, with mid-semester and final evaluations. If you need to make changes, you can “decline to sign” and launch a new document. See the final slide for instructions.
Clicking ”Observation” brings up fields for the date, start, and stop times. These are required, along with the observation form as an attachment.

5. Indicate if debriefing or planning occurred. Or both.
Paper clip icons go from yellow to gray once a document is attached.
If you select either the Mid-Semester or the Final Evaluation, you will attach that evaluation form.
If you also selected observation, you will attach 2 documents, one for each paperclip icon. You can attach multiple documents for each paperclip; however, each paperclip requires at least one document.

6. Once you sign, you’ll see an option to download or print your document.
WAIT!
You’ve finished signing, but you still need a signature from the UTeach student.
Upload the observation into Box only when it’s been signed by the student. When that happens, you’ll get an indicating that the document has been signed by everyone.

7. Click to view. The access code is required.
Select “Combined PDF” from the download menu. This is a combination of the observation form, any attachments, and the certificate that logs all of the steps (down to the GPS!).
Please save with the following naming convention: EID_ROLE_DATE_documentslist
EX: als24_UF_ _FocusedContent
In the example, the student’s EID is followed by the role of the observer, then the date – Sep. 17, 2017 – and then the type of documentation. Please be sure to use all EIGHT digits to represent the date MMDDYYYY. See “File Naming Convention” for the Documents Lists.
This naming convention helps us meet TEA reporting requirements. We really appreciate your help!

8. File Naming Convention
Your Role
Observations
Field Supervisors - FS
University Facilitators – UF
Clinical Faculty - CF
Focused Observations
FocusedClassroomEnvironment
FocusedLessonStructure
FocusedImplementation
FocusedContent
Mid and Final Evaluations
Mid
Final
Other Observations
FirstContact
Checklist
Feedback
PLAN
PositiveDelta
SeatingChart
StudentEID_ROLE_DATE_document
EXAMPLE: als24_UF_ _FocusedContent

9. Make a mistake. It’s OK. You can always start over
Make a mistake? It’s OK. You can always start over. Depending on where you are in the process, you’ll see ”Other Actions” as an option at the top right or bottom right of the page.
Select “Decline to Sign” and then “Continue.”
Enter a reason and “Decline to Sign” (again).
Use the link to launch a fresh document.