Modern Look and Feel
Redesigned Main Menu
The new main menu screen is designed to give quick access to the most popular areas that an observer would most often use. The main menu is divided into four main areas:
Note: the exact options you see will depend on your permissions and your school’s setup.
· Views: this tab shows recent activity for each of your Views
· Overview: this tab shows a configurable dashboard screen. Dashboards must first be setup in order to display here.
· Reports: this tab provides access to the reports menu
· Manage Walkthroughs: this button provides quick access to the Manage Walkthroughs screen where you can create walkthroughs without using Views and Categories.
Views tab
A view represents a set of categories and templates that together make a compressive workflow for a specific initiative or purpose. Each rectangle shown on this screen represents an individual view configured for your school.
Click the MANAGE link below any View name to open that view and access walkthrough records.
Click NEW below any View name to quickly start a new walkthrough.
To read a description of the view, hover your mouse cursor over the view name.
Click REPORT or LINK below any View name to access the report or the URL link that has customized for the view. (These labels will only display if they have been setup for a particular view.)
Overview tab
The overview screen provides you with a dashboard to review the progress of your evaluations and growth initiatives. Dashboards are built for each school or district by your system administrator. Once one or more dashboards are setup and shared with you, you can select them using the Select Dashboard dropdown menu provided.
The dashboard elements are all based on the specific elements that comprise your walkthrough forms. Data from multiple forms or even multiple Views can all be aggregated onto a single dashboard if that is appropriate for your school.
To change to a different dashboard set: select an option from the “Select Dashboard” dropdown.
Reports tab
The reports tab is a redesign of the Report Menu screen. From here you can run reports to analyze your walkthrough data. The Report Menu is divided into three sections:
· Standard Reports
· Custom Reports
· Saved Reports
Report Menu with Standard Reports section expanded
Report Menu when all three sections are collapsed
To expand a section of the report menu click
To close a section of the report menu click
To watch a tutorial video about a certain report click the icon
To run a report click on the report description tile and select the appropriate report parameters from the parameter screen that displays. Then click to run the report.
To close the report parameter screen click Done or the X in the upper-right corner.
Custom Reports and Saved Reports
Both Custom and Saved Reports will vary by customer and even user. Custom reports must be setup in the Build > Report Set area of the application and they allow you to aggregate element data from multiple form templates and from multiple categories and views.
Saved Reports can be created by first running any Standard Report and then going to the “Save Report” section above the report output and providing a name for the saved report and clicking “Save Report”.
You can than choose to select the checkbox “Make the users select the data range and site” before clicking “Save Report”. This will allow the user to select a school site and date range each time the report is run. Thereby, making the report more dynamic. If this checkbox is not selected then this saved report will be locked into always pulling data for the same school and date range.
New Modern Toolbar
The new toolbar provides some important navigation features while maintain a compact, clean footprint.
Click the Hamburger icon in the top-left to access the main navigation menu. From here you can access nearly all parts of the eWalk system to which you have permissions.
Click Left Arrow button to exit the current screen and return to a previous page. This replaces the function of the “Done” button previous used in eWalk to exit the current screen.
Click the Profile dropdown icon on the top-right will show your currently selected User Profile which consists of a Role and Site combination such as “Principal – Cable Beach High School”. You may also access other useful functions such as Logout, User Settings or Help links from the Profile dropdown.
To change your currently selected user profile:
1. Click the profile dropdown
2. Click Change Profile.
3. Your available profiles are organized by Role Type. For example, all sites where you have the “Admin” role will be listed together followed by all sites where you have a “Teacher” role
4. To navigate out of the Switch Profile menu you can click the < icon or simply click anywhere outside of the profile dropdown menu.
Default Views
Some schools choose not to create their own Views and instead use the system’s Default Views. If your are using custom views that are specific to your school or district it is usually advisable to disable the Default Views to avoid confusion.
To disable default views click the Hamburger icon, select Settings, then select Disable default Views.
To enable Default Views click the Hamburger icon, select Settings, then select Enable Default Views.
To access the Build options (such as to create new templates) click the Hamburger icon , select Build, then select Templates (or whatever item type you wish to create)
Manage Walkthroughs screen
The Manage Walkthrough screen offers a quick and convenient way to view all walkthrough data across all template types. Though the screen has a new style all major functionality has been retained.
Click the + New button to create a new walkthrough form.
Click the name of any existing walkthrough row to view the details of that form.
Click the + New button to create a new walkthrough form.
Click the name of any existing walkthrough row to view the details of that form.
Column Header Settings & Filters
The options available on each column have been expanded. When you click the Filter icon to the right of any column label you will have the following options:
· Sort Ascending or Descending – change the order of rows displayed
· Columns – hide or show additional columns in the grid
· Filter – narrow down the rows of data to find specific records
To filter the grid data:
1) Click the Expanding icon in the column you wish to filter by.
2) Click the dropdown to change to the appropriate operator (‘contains’, ‘begins with’, ‘equal to’, etc.).
3) Enter your text into the search field and click “Apply Filter”.
4) The grid data will reload and only display the rows that match your search criteria.
To check for and/or remove filters:
1) The “Reset All Filters” button will show a small number in a red circle if any filters are currently active. If any filters are active, then there may be walkthrough records that exist but are currently not displaying in the grid below.
2) To quickly remove all filters, click the “Reset All Filters” button.
3) If you only wanted to remove a certain filter (not all) you could click the icon on a specific column header that has a filter in effect and click the “Filter” option and then click “Clear Filter”.
Example shows the filter on the “Site” is only show records for Cable Beach High School
To show or hide specific grid columns:
1) Click the Expanding icon in any column.
2) Click “Columns” from the dropdown menu and the options of available columns will display.
3) Select the checkbox for any columns that you want to display. Deselect the checkboxes for any columns that you would like to hide.
Please Note: If there are other columns you would like added to the grid beyond those you see in the “Columns” dropdown, you must edit the View definition by going to Build > Views from the menu.
To sort by a column:
1) Click on a column header label until you see the Up or Down arrow icon display.
2) You could also click the Expanding icon in a column and select either Sort Ascending or Sort Descending.
To Reorder Columns:
1) Click a column header and drag it to a new location in the column headers row.
2) When the icon to the left of the column name becomes a + you may release the column.
To Export the Walkthrough Grid:
1) Click the “Export” button at the top-right.
2) A file will download to your browser.
To delete walkthroughs:
1) Click the checkbox to the left of any walkthroughs you would like to delete.
2) The “Delete Selected” button will show a number in a red circle to reflect the number of items you have selected for deletion.
3) Click “Delete Selected” and then click “Ok” to verify your intent to delete the items.
Manage Views Screen
The Manage Views screen organizes forms and templates into logical groups of Views and Categories. A View functions as a unit of organization for all the templates and forms necessary for a specific purpose or workflow. A school district might have one view for “Teacher Evaluations”, a second view for “Principal Evaluations” and a third view called “Peer Coaching”.
As in the previous design, there are 4 tabs that are available in the Manage Views:
· List by Category
· Record of Activities
· Scheduler
· Report
Views and Categories Dropdowns
Available Views, which were previously displayed across the top of the screen, are now available for selection from a dropdown menu.
Previous interface style – Views across the top
New Modern interface – Views available in a dropdown at the top-left
View dropdown organized by divider tags
The options listed in the Views dropdown are identified with small tags. The tag will identify the different types of views in the system:
Observer: Denotes views that you create or view about other individuals.
Subject: Denotes a view showing data about you. (this tag may have another label for your specific school.)
Default Views: are those created automatically by the system (turn these off/on from the eWalk menu > Settings > ‘Enable Default Views’)
Full Screen Mode for the Grid
To expand the detail grid to Full Screen mode, click the Left Arrow icon in the top-left.
To exit Full Screen mode click the Right Arrow icon in the top-left.
Full Screen mode allows you more screen space so you can easily see all columns in your details grid. The View, Category, and Site will still be visible, but you must collapse the grid with the icon to select a new View, Category, or School Site.
Column Header Settings & Filters
The options available on each column have been expanded. When you click the Filter icon to the right of any column label you will have the following options:
· Sort Ascending or Descending – change the order of rows displayed
· Columns – hide or show additional columns in the grid
· Filter – narrow down the rows of data to find specific records
View Detail for a Staff Member
Hover your mouse cursor over any staff name on the left to view details and access the View Details link. Click View Details to see all walkthrough records for just that individual.
List By Category tab
The List by Categories tab displays form records for one View Category at a time. You can view details about a specific staff member by clicking on their name in the grid or view form details by clicking on the walkthrough name.
The Subject Detail screen
This screen will display all records for the currently selected individual. This allows you to see a staff member’s walkthrough history across all categories within the same view.
To open the detail screen you may either:
· Click on the staff member name from the grid on the right
· Hover over any Staff name on the left and then click View Details on the tool-tip that displays.
To view a different staff member once the detail screen is open, simply click a different staff name from the list of members on the left.
To exit the subject detail screen click the Left Arrow arrow icon to the left of their name.
To view off-site walkthroughs select the checkbox labeled “Display offsite observations”. These are walkthroughs that were done at schools other than the currently selected school.
Record of Activities tab
The Record of Activities tab shows all forms and walkthroughs grouped by staff member and broken down by category and period. For schools that configure a workflow for a View (from Build > Views > Workflow button) this screen will provide some additional features such as showing a warning for any overdue documents.
A user can review existing walkthrough forms by clicking on the form name. A user can also create a new form by clicking the -optional- or -required- links under each category header.
Scheduler tab
The Scheduler screen allows users to see upcoming walkthroughs in a calendar or agenda style format. A user can also create and schedule a new walkthrough by double-clicking a date on the calendar.
Report tab
This tab provides a space for data analytics related to the View. There are two main ways this screen is used:
· A specific report from the Report Menu can be displayed here
or
· For those customer using a Workflow, this screen will show the chart and table below allowing user to track completion percentages of their evaluations.
To see a list of individuals missing required forms, click the triangle icon next to each category name. Any person listed beneath that category is missing one or more required forms in that category.
After expanding the Learning Plan category
