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Configuring the Performance Dashboard

Nick Huffman
Updated

This article is intended for users who are configuring the individual row groups of the Performance Dashboard. If you're looking for an overview of the purpose and features of the Performance Dashboard, see this article.

What's included in this article

Getting Started

Start by navigating to your System Settings (Config > System Settings) and making sure you have the Performance Dashboard enabled.

Configuring Row Groups

Row groups determine what columns show on the Performance Dashboard and can be configured by navigating to Config > Metadata > Row Groups. From here you can Create a Row Group, name the group and select specific rows from specific forms. Use View Selected button to see what is already part of the row group.

Performance Dashboard Settings

Multiple Performance Dashboards

Ask Yourself: Do I have a need for multiple groups or calculations?

If ON:

  • All settings will be controlled from a new “Configure Performance Dashboards” section under Config

If OFF:

  • All row groups will be included in the dash
  • All settings will be controlled from system settings

Meeting/Exceeding Threshold for Competence

Ask Yourself: Do I have two categories for competence or three?

If ON:

  • Two thresholds are enabled, to allow 3 categories (below, meeting, exceeding)

 

If OFF:

  • Threshold is just below or meeting a particular number
  • This number controls the form report as well

Turn on column to weigh by observation type

Ask Yourself: Do I have specific weighted calculations across different observation types?

If ON:

  • An additional column shows on the dashboard with a weighted average
  • Weights are set via Config > Metadata > Observation Types
  • Weights must add to 100!

If OFF:

  • Columns on the dash show just row groups

Show all school users on the performance dashboard

Ask Yourself: Do I need to see observee data from users other than teachers?

If ON:

  • All school users will show (i.e. teachers, coaches, assistant admins, school admins)

If OFF:

  • Only users in a school’s observation groups will show (i.e. teachers and coaches)

EOY Placement Process

  • These settings were designed for a specific end of year process for one of our clients
  • Thresholds are configured via user types to assign new user types based on weighted average score
  • This is very a niche setting and requires extra configuration (not recommended for most districts)

Turn on individual Performance Reports

Ask Yourself: Does anyone need to see a breakdown of each observee’s data?

If ON:

  • There will be an individual performance report for each user
  • Since teachers can’t see the overall dashboard, this is the easiest way for them to view their own data!
  • Visibility is controlled via user roles/permissions (on by default)
  • These can be accessed from a user profile or from the performance dash

If OFF:

  • There will only be a school/district dashboard, not individual dashboards

User Details and Expectations

Ask Yourself: Do I want competence thresholds and/or user metadata to be visible on the individual dashboard?

Color-coding

Ask Yourself: Do I want to visually code whether a score meets a threshold? Does that align with our school/district culture?

If ON:

  • Color Coding is disabled; everything will just show as plain text without colors

If OFF:

  • Color Coding is on: will show numbers in colors based on score thresholds

Display Settings

Ask Yourself: Do I want to see a summary of how many observees are meeting the threshold? Do I want to average all rows across all row groups equally?

Ask Yourself: Do I need to reference a user’s role in Grow? Do I want a summary of how many scores are in each threshold?

 

Coaching Toggle

Ask Yourself: Do I need to review scores given by each observer, for norming purposes?

  • Shows scores each observer has given (instead of what each teacher has received)
  • Helpful for observer norming, as a supplement to the Form Norming Report

Admins as observers

Ask Yourself: Am I using the coaching toggle? If so, should observations completed by Admins be included?

If ON:

  • Admin users AND coaches will show as observers

If OFF:

  • Only coaches will show as observers

Configuring a Single Dashboard

Note that a single Performance Dashboard is the default setting and “Enable Multiple Performance Dashboards” is off. With this setting, all row groups will be included, settings are all controlled in System Settings, and you'll want to ensure your site has a consistent scoring range (i.e. 1-4) if your school/district is using a single Performance Dashboard across multiple forms.

Configuring Multiple Dashboards

If you're using multiple Performance Dashboards, you'll configure those settings by navigating to Config > Performance Dashboard Setup. Each Individual Performance Dashboard will be configured with its own:

  • Row groups
  • User groups
    • “Require only one category match” = “or” logic instead of “and” logic
  • Competence thresholds and weighting
    • If enabled, weighting is controlled on this page instead of the observation types page

 

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