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Note: By default, evaluations are set to pull in only observations that have been finalized prior to the start date of the evaluation and only those observations that do not already belong on a previously-started evaluation. For mid-year evaluations that will need to pull in observations began after the mid-year evaluation was started, it is best to select a custom date range that will encompass all needed observations (this may mean future dating the end-date of the range).
** Unfortunately, the date range cannot be edited after the evaluation is begun, so be sure to set your dates with consideration!
Step | Description | Screenshot |
---|---|---|
1 | Log into your Pivot evaluator account and access your "Dashboard" | |
2 | Select "Start Evaluation" | |
3 | Select staff member and rubric. For step 3, utilize the dropdown to select "Select a Custom Date Range" | |
4 | By default, the end date of the range will be the current date. You can place your cursor in the text box to manipulate the dates and "future date" if needed. | |
5 | Select Begin. | |
6 | Once in the evaluation, you may select the "Summary" tab to verify your date range. | |
7 | You may also select the "Previous Observations" tab to view all observations that have been pulled in within the custom date range. If the evaluation is left un-finalized, observations finalized after the start date of the evaluation but within the custom date range will continue to populate into the evaluation. |
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