[ARCHIVE] Share an Observation before Finalizing (5D+ Districts)

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StepDescriptionScreenshot
1

*If Sharing is not turned on in your site, have your Pivot District Admin enable it.

Admin Gear>Evaluations >Settings>Allow Observation Sharing>Yes>Update Settings



2

When the observation is ready to be shared:

Review tab> Scroll to the bottom of the page> Click Share> Make sure the box is checked to email the staff member

3

Teachers will receive an email from Pivot indicating an observation has been shared with them.


Teachers can view the observation and respond by clicking:

Evaluations>My Evaluations>Click the View icon to open the observation





To respond:

Click the Feedback Tab>Add your feedback>Make sure the box is checked to email the evaluator>Click Save

The evaluator will then receive an email notification of your response. 




4

Evaluators will be able to easily identify the observations that have been shared from the dashboard or progress report.



New Dashboard:

On the new dashboard, the circle under observation will be half-filled indicating the observation is shared and is not finalized. You can hover over the half-filled circle to see the number of responses. Click on the circle to open the observation to respond to the feedback or finalize the observation. 








Old Dashboard:

Click the edit icon to open the observation to respond to the feedback or finalize the observation.


5

Evaluators can turn off sharing at any time. 

Open the observation>Review Tab>Scroll to the bottom>Unshare