To add monitoring for a staff member you do not directly manage, you’ll first need to update your user rights.
Go to the Settings tab from the main menu
Select Staff
Once the Staff settings page has loaded, click on Standard User Rights
Find the relevant user group that the staff member belongs to
Click the edit (pencil) icon next to that group
In the Settings section, enable the ‘Access My Reports’ permission
This will allow you to activate additional monitoring permissions
Still within the Edit Standard Rights page, go to the Monitoring tab
Ensure the following permissions are selected:
Add Lesson Monitoring for All Staff
Access Monitoring Overview Grid
Access Monitoring Breakdown
Access Monitoring Overview Charts
Access Monitoring Breakdown Charts
Access Monitoring Question Comments Tab
Go to My Reports
From the dropdown menu, select Monitoring
Here, you will see:
Monitoring you have completed
Monitoring assigned to you
Monitoring for staff you line manage
Monitoring you collaborate on
Click Add Monitoring to create a new entry
The dropdown will display staff with an active review in the current academic year
If a staff member is not listed, their review has either:
Not been started, or
Not yet been agreed
Only forms relevant to the staff member’s role will be available
Once completed:
Click Add to save the form
Or select Run Now to complete it immediately