1. EOY Evaluations and Reports
BloomBoard Training
Preparing Learner Accounts for EOY Evaluations

2. Processes Vary
Please remember that different states and districts have different EOY evaluation processes. These slides and the information presented in the webinar reflect a range of processes. Your view and selections available to you will likely vary from the information shown in training, but the basic actions of selecting, assigning and modifying will be consistent across organizations.

3. Presentation Sequence
OALs choose whether to assign classifications or evaluators first.
There is no prescribed sequence.
Navigate to user management tools
Assign learners to Classifications
and then modify assignments
Assign learners to Evaluators

4. Navigate to Bulk User Tools
Manage users > Can assign classifications and observers to learners on an individual basis, but inefficient
Click Manage & create multiple users

5. Assign Learners’ Classifications
Apply rubric filter to refine user list, if desired
When you assign a learner classification, you ensure the learner receives the appropriate EOY evaluation.
Classifications are related to user roles and they determine which evaluation components are used for the learner and how they're weighted.
Choose EOY Classifications from menu
Exclamation point symbols – one or more users do not have EOY classifications
Learners without EOY classifications display in pane
Can see there are over 1000 users without classifications in this organization
Can use filters to choose users to scale the list to users with the profile
Will look more comprehensively at filters later.
For now, will apply the Rubric filter, which can help to narrow your list to users with a similar role in the organization.
Choose the rubric and click Close.

6. Assign Learners’ Classifications
Select users
Once your list is filtered to the appropriate users, you can begin to select users to assign a classification to in bulk .
Again, we’ll spend a little more time on the filters a bit later – want to get an overview of the process here.
Click the users you want to assign a classification to. As you click, your selections accumulate – you don’t need to press any keys on the keyboard.
To deselect a user, just click the tile again.
If you want to select all the users on the screen, click the Select All link.
You can also Deselect All.
Once users are selected, open the “Select an end of year classification” menu.

7. Assign Learners’ Classifications
Assign users to classification
To assign users, select a classification from the menu and click Save.
Assigned users are removed from the display.
A banner displays indicating # of classifications made.

8. Assign Learners’ Classifications
What is the No end of year evaluation needed classification?
Some states and districts have an alternating year evaluation cycle for certain school personnel. If your organization evaluates personnel every other year, you will see a classification named No end of year evaluation needed and should assign it to users who are not being evaluated this year.
Note: Only Org Admins in alternating year evaluation cycle districts see the No end of year evaluation needed classification.
To assign users, select a classification from the menu and click Save.
Assigned users are removed from the display.
A banner displays indicating # of classifications made.

9. Change Learners’ Classification(s)
Scroll down to modify user assignments and
change a user classification.

10. Change Learners’ Classification(s)
Select the users whose classifications need to be modified.

11. Change Classifications - Locked
Warning: EOY evaluation work/data is deleted

12. Assigning Evaluators FIRST:
Learners MUST have a learner-observer relationship with the EOY Evaluator.
You must assign learners to their proper evaluators.
Learners who have only one observer are automatically assigned to that observer, but that is the only assumption the system makes about evaluator assignments.
There are 3 scenarios you may need to address when assigning evaluators.
Learners with multiple observers
Learners with no observer
Learners with an one observer

13. Assigning Evaluators Evaluator assignment scenarios
Learners with multiple observers - select the appropriate evaluator from a menu or assign via upload. If the correct evaluator is not in the menu, you must create a learner-observer relationship.
Learners with no observer - establish a learner- observer relationship first and then choose from the menu or assign via upload.
Learners with one observer (evaluator) – select from menu or use auto-assign.
You must assign learners to their proper evaluators.
Learners who have only one observer are automatically assigned to that observer, but that is the only assumption the system makes about evaluator assignments.
There are 3 scenarios you may need to address when assigning evaluators.
Learners with multiple observers
Learners with no observer
Learners with an one observer

14. Assign Evaluators to Learners
Open EOY evaluator assignments
EOY evaluator assignments are in the same menu as the other Update Existing Users tools.
Exclamation point icon displays when any user(s) need an evaluator assignment.
Only users who DO NOT have an evaluator assignment display in the selection pane (users with multiple observers or with NO observers)
Notice the Filter tools – consistent with what we saw before. And the Search field.
There’s a different link here – Download unassigned learners – which downloads a .csv / spreadsheet of all your unassigned learners.????

15. Assign Evaluators to Learners
Individually assign evaluators
First create a learner-observer relationship with intended evaluator
Learners with multiple observers – assign an evaluator in the selection pane by clicking Select an evaluator and choosing an evaluator.
Assignments made here save automatically, so once you assign an evaluator the learner is removed from the pane. 
Note that users who do not have learner-observer relationships do not have a selection, because there is no observer to choose from.
You need to establish a relationship for the learner. You can do that here in the bulk user management tools (or in the users individual profile – not as efficient).

16. Assign Evaluators to Learners
Create a .csv (.xlsx or .xls) for upload

17. Assign Evaluators to Learners
Upload the .csv (.xlsx or .xls)

18. Assign Evaluators to Learners
.CSV (.xlsx or .xls) uploads error report
for evaluator has not been entered. (*) Invalid Address. (*) Did not find active users with this .
Not able to create record. Error: No Coach Trainee relationships exist to add.
You can fix errors directly on the spreadsheet and upload again!

19. Assign Evaluators to Learners
All learners with a solo observer are assigned
Auto-assign solo observers
Assigns solo observer to learners automatically. Learners will be removed from the unassigned pane.

20. Modifying Evaluator Assignments
Modify existing evaluator assignments
Change a learner’s existing evaluator assignment in the View and modify existing learner assignments pane.
Assigned learners are grouped by their evaluator.
Choose an evaluator to see his or her assigned learners in the left column
learners
evaluator

21. Modifying Evaluator Assignments
Modify locked evaluator assignments
Change a learner’s existing evaluator assignment in the View and modify existing learner assignments pane.
Assigned learners are grouped by their evaluator.
Choose an evaluator to see his or her assigned learners in the left column

22. Support for BloomBoard
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