Board Member Checklist ☑️

Selecting the Superintendent & the School Year

•  When you first log in, you will be on the Dashboard.  Be sure to have the Superintendent selected and the correct year from the dropdown menus -
  
  
  
  

Beginning the Evaluation

• The first Step will be available to edit, will be the “Board Review and Evaluation of the Superintendent”.
  
  
• When you click on this step, to begin your Evaluation of the Superintendent, please click the Green Plus button to the right of your name -
  
  
  
• You can read more on this step here -

Completing the Evaluation

• When you get to the “Overall Evaluation” page there is nothing more to do.  So on the "Overall Evaluation" page, if you have filled out the entire evaluation, you are done and can click on the "Board Review" in the upper left-hand corner.
  
  
  • • • However, if you need to add in any Comments or Shared Documents, this is the section to do that.  Also, this is the only spot where the Save button must be pressed.  You can read more about uploading Evidence here -
        
        

Viewing the Superintendent's Comments & Evidence

• You can view the Superintendent's comments & evidence by clicking on this icon -
  
  
  
  
• Read more by clicking here.
  
  

Completing the Evaluation

• To confirm that you have completed your Evaluation, you can click “Board Review” in the upper left-hand corner.  This screen will show your progress of the evaluation:
  
  
  
  
  • If you are wondering why your evaluation is less than 100% complete, you can read more about that here:
    How can I identify the missing information required to complete the evaluation?
    

Do I have to complete the Evaluation in one session?

• No, you can resume the Evaluation at any time by clicking on this button -
  
  
  
• Read more here:
  How do I start/continue the evaluation of the Superintendent?

User Manual

Last and certainly not least, there is a full User Guide for Board Members, which can be accessed by clicking here.

If you require further assistance, please get in touch with the Helpdesk

[e-mail] or 1-844-312-3825