SuperEval Initial Setup Instructions For AI Functionality

Thank you for your interest in SuperEval’s new AI feature release! We are beyond excited to bring this feature to you, as we believe it will enable districts to better allocate their time to the reflective process as well as provide you with better deliverables throughout the evaluation to guide discussions and ensure that the process remains focused on professional development and the district’s goals for the year.  
 
To begin using the new AI feature set, the Superintendent or District Manager for your district will need to complete this brief setup process. It will require having a PDF or word document of your district’s strategic plan. If your district does not prepare a strategic plan document, we recommend you contact your Client Success Manager to discuss alternative options that you can use. 

1. To begin the setup, log into SuperEval and visit your Dashboard. Click the AI button in the top right corner of the screen:
   
2. Click and drag your strategic plan document into the upload section, or click this box and select your file from the upload window:
3. After a few moments, a confirmation window will appear. Press Okay to continue:
4. Review the goals and priorities that are scraped from the document, to ensure it was properly extracted. As there is no standardized formatting for these documents, there is often a need to adjust this information. Be sure to expand each section and check all entries, as this information is important to the results that your users will generate on their evaluations across the entire district.  
5. If you wish to add a goal or priority that is not part of your Strategic Plan document, you can use the +ADD NEW TOP LEVEL GOAL button in the top right corner of the screen, to create a blank goal. You may add a description for the goal by typing in the field provided. You may also add a priority for the goal and include a description of it. Lastly, you can reorder the goals and/or associated priorities or add new priorities by clicking the Options button and making the desired choice. 
   
6. Click on c. ORG TEMPLATE at the top of the screen to advance to the next step, where you will define the goal template that all employees at your district will use (including the superintendent).  If you are satisfied with the provided default template, there is no action you need to take on this screen. Alternatively, you may modify the template however you wish. 
   

This concludes the DISTRICT-WIDE setup of AI features in SuperEval. d. JOB DESCRIPTION is a user-level setup feature, and information on how to define your job description can be found within the user guide that applies to your position. 

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If you require further assistance, please contact the Help Desk or call 1-844-312-3825.