KB HOME |

1 | Admin's Playlist

Discover how to get the most value from this award-winning system. 

1:30


Dive into the platform’s main interface, your command center for navigating and managing PD activities.

4:50


Learn how to provide open-ended feedback to your teachers, and align it your framework.

4:13


Learn how to provide graded feedback forms to your teachers

3:01


Learn how to track your participant’s self-reflection progress

4:11


Understand the Self-Awareness Summary to interpret group dynamics & needs effectively.

2:37


Learn to oversee individual learning plans and assign resources, tailoring PD to each participant’s needs.

2:17


Use the Learning Alignment graph to see individual dynamics & create effective coaching groups.

1:57


Leverage heatmaps for a vivid visualization of collective strengths and areas for growth, guiding the formation of Learning Groups.

2:16


Explore the vast Learning Library, a treasure trove of resources to support targeted learning objectives.

10:00


Match teachers to coaches and mentors, bring everyone, personalize learning further and measure impact.

2:21


Organize and review your participants' uploads (e.g., as part of the assignment, or to suggest a resource for your Learning Library.

1 | Top 10 Admin Portal Playlist + Settings

Getting Started

If you are reading this, you likely have an AdminPortal for your school or district.

As background, 2gnoMe /to-know-me/ is a comprehensive reflection, feedback and personalized professional learning platform for teachers. It unifies teachers, support admins and all parts of their PD experience in one place, aligned to your Framework. The system includes 100s of curated resources, with data-informed insights to ensure a comprehensive and streamlined approach that supports each learner's growth.

This Knowledge Base

This section of your Knowledge Base is for Admins, and it explains how to support your teachers through the AdminPortal part of this platform. 


Participants have their own KnowledgeBase section. KnowledgeBase for Teachers describes the portal for each participating adult learner.

AdminPortal Overview​​​


Admin Video: 
Getting Started (3:52)


Your AdminPortal keeps it all together in one place, saving hours of time and coordination for you and your teachers. With built-in role-based access:
  1. A principal would only see his or her teachers.

  2. PLC leaders can customize learning for their group.

  3. Mentors and coaches stay organized with 1:1 personal connections.


Depending of your level of access, your portal includes these main sections:

  1. Get key real-time insights in one place from the Dashboard section.

  2. View self-reflection progress and send reminders in the Summary section.

  3. Add, invite and manage participants in the Participants section.
  4. Explore group results for each Domain and Component in the Results section.

  5. Review individual learning plans and send reminders in the Learning section.

  6. Add, edit and manage resources in the Resources section.
  7. Capture observations and feedback in the Feedback section.

Track participants' progress towards your program goal in the PDUs section.
 

 ❤❤❤ Rollout Templates
  1. For teachers, everything starts with their portal dashboard, which is the only place teachers have to bookmark because the system syncs up all other prof learning details behind the scenes and in real time. Each teacher has their own KB for Teachers that covers all parts of their portal.

  2. For admins such as yourself (e.g., principals, mentors, coaches), this KB for Admins includes section-by-section answers and short videos.

For initial rollout, we suggest taking 3-5 minutes to review the first exercise in this section. These exercises give the trainer an easier pathway to focus the conversation towards specific parts of the Framework and associated professional learning opportunities.:

  1. Deepen teachers' understanding of the Framework.
  2. Having your teachers explore personalized learning resources and activities aligned to the Framework.
  3. Having your teachers reflect about practice in context to the Framework.
 ❤❤❤ Frequent Questions

The last Section 8 in this Knowledge Base has next-level answers to your frequent questions: 

  1. How do I invite teachers and administrators to their portal?
  2. How do I bring them back to their portal?
  3. How do I create competency-based mentor and coaching groups?
  4. How do I create pre- and post-observations?
  5. How Do I create portfolio assignments?
  6. How do I add my own resources + competency-based assignments?
  7. How do I view and modify individual Learning Plans?
  8. How do I create program goal and track progress against this goal? 

Click here to see answers

 

Email Invitations, Reminders and Notifications

On the AdminPortal, you can send emails to participants to:

  • Invite them to the platform
  • Remind them to complete a resource or self-reflection
  • Congratulate them on completing a resource of self-reflection
  • Suggest resources for them to complete

By default, your portal will have email templates you can use. You can view and customize these in the Email Templates Settings.

You can send emails on the Participants page, the Summary page, the Learning Summary and the PDUs page.

To send invites, use Participants.

To send resources, re invite participants or a custom email, use Summary, Learning Summary or PDUs.


You can re-invite participants, remind them about incomplete activities in the MyLearning Plan, or send a custom email:

  1. Go to the Summary
  2. Select participant(s)
  3. To send resources, select Email Resources
  4. To re invite participants to complete a domain, select Reinvite
  5. To send a custom email, select Custom Email

To send invites:

  1. Go to Participants
  2. Select participant(s)
  3. At the bottom of the page, click Email X new user(s)
  4. Click Save
Refer Peers 

A referral is the highest form of flattery. At 2gnoMe, we try to earn your flattery every day. And you can pay it forward to your peers and Education leadership to get:

  • Positive karmic energy (it works!) and
  • 10 free licenses for your school and for your referral, too! ($600 value each).

 

2 | Group Results Overview

Your Dashboard


Admin Video: 
Dashboard (1:30)
 

 


This is a summary view across your participants, consisting of 4 views:

 

 

  1. The Self-Awareness Summary compares the Self-Perception, Actions, and Observations results. You can toggle and switch the Framework domain in the dropdown menu. Click anywhere on the image to be redirected straight into the Results page for more context and tools.
  2. The Learning Alignment chart helps identify internal skill leaders and those who need support, and match participants together for mentorship and coaching. Use the dropdown menu to select the domain, then click anywhere on the image to be redirected into the Group Details page to create mentors, mentees and Coaching Groups.
  3. The Self-Reflections Heatmap shows the distribution of your participants' self-reflection results across this Framework. Click anywhere on the image to be redirected into the detail page where you can create Learning Groups for each group of participants.
  4. The Summative Feedback Heatmap shows the distribution of your admin-level feedback across this Framework. Click anywhere on the image to be redirected into the detail page where you can create Learning Groups for each group of participants.

 

Self-Reflections: Progress Summary


Admin Video: 
Progress Summary (3:01) 

 


The Progress Summary is available on the Summary page of your portal.



On the progress summary you can:

  1. View Self-Reflection progress for all participants
  2. Send reminders, notifications, and messages

How do I see my participant’s self-reflection progress?

  1. Navigate to the Summary page
  2. Under the progress column, you can see how many self-reflections your participants have done.
  3. Alternatively you can look at the circles on the right hand side
    1. Fully Colored: Participant has completed the self-reflection for this domain.
    2. Partially Colored: Participant has started the self-reflection for this domain.
    3. No Color (or Grey): Participant has not started the self-reflection for this domain.


 
Self-Reflections: Group Results


Admin Video: Self-Reflection Group Results (4:11) 
 


The Self-Awareness Summary is a view on the Results page and the Dashboard.

It shows you bar graphs that compare the Self-Perception, Actions, and Observations results from your participants. You can compare different samples of participants, based on the Team Tags you have inputted.

Note: You can compare up to 10 different samples.

​​​​​​
Here is a breakdown of each indicator:

  • Self-Perception: How you perceive your own practice, based on the self-reflection survey.
  • Actions: What you actually do, also based on the self-reflection survey.
  • Observations: 360-degree feedback from peers whose opinion matters to you.

To compare results across different groups of participants:

  1. 1. Hover on Results
  2. 2. Select a domain in your teaching framework
  3. 3. Navigate to Group Results
  1. 4. On the right hand side, under Group 1, create a sample with your team tags
  2. 5. Under Group 2, create another sample with your team tags
  3. 6. If needed, you add click + to add more groups
  4. 7. Then, hover your mouse over the bar graphs to reveal sample average and ranges
  5. 8. You can review average results for each sample group.
Learning Alignment


Admin Video: Learning Alignment to Create Skills-Based Pairings (2:17)


The Learning Alignment graph is on the Results page and also on your Dashboard. It shows a lined distribution graph with participants' results relative to a mean.



There is a Learning Alignment graph for each Framework domain, to:

  1. View results relative to a mean or internal baseline benchmark.
  2. Identify internal skill leaders (e.g., participants above the mean).
  3. Identify participants who need support in this part of the Framework (e.g., below the mean).
  4. Create peer to peer mentorship and coaching groups based on these insights and other available Team Tags (e.g., the same school)
Create Skills-Based Mentor and Coaching Groups 

To identify skill leaders in a particular domain, go to the Learning Alignment graph on your Dashboard.

  1. Navigate to your Dashboard
  2. Find the Learning Alignment graph
  3. Click the drop down to toggle between domains
  4. Scroll down to see a table of all your participant’s Action results
  5. Skill leaders will be at the top of this table.



To create a new Coaching Group leader,
  1. Click Advance to Coach next to a participant's name.
To match another participant to a Coaching Group,
  1. Click Match to Coach.

 
How to Use Heatmaps


Admin Video: Using Heatmaps (1:57)
 


A heatmap is a graphical representation of data where colors are used to indicate the magnitude of values, making it easier to identify patterns and variations. Use heatmaps to identify the groups of participants who are excelling or underperforming in your framework’s components.


With Heatmaps you can:

  • Recognize patterns and variations in the Actions and Feedback results
  • See which components your participants collectively excel or underperform in
  • Create learning groups based on your participants' results
  • See how many people have completed a domain

The AdminPortal has two heatmaps:

  1. Self-Reflection Heatmap: This heatmap is based on Actions results that participants will receive after their self-reflection. This can be found on the Dashboard or the Results page.
  2. Summative Feedback Heatmap: This heatmap is based on the Feedback results that participants will receive after their administrator submits their Summative Feedback. This can be found on the Dashboard or the Feedback page.
You can access your Heatmaps on your Dashboard or the Results page.


Creating Learning Groups with Heatmaps

The heatmap data can be utilized to create learning groups based on participants' results. These groups can be formed to encourage collaboration, knowledge sharing, and skill development among participants who have similar strengths and weaknesses.

To create a Learning Group via Heatmaps:

  1. Go to your Heatmap (via Dashboard).
  2. Hover on a color for a selected component to view participants.
  3. Select Create learning group.
  4. Provide a name and description.
  5. Click Save.
  6. Note: Your Learning Group has been created, but does not have an assigned owner.
  7. To assign a Learning Group owner, go to Settings > Learning Groups.
View Individual Results 


Admin Video: View Individual Results (1:54) 
 


From the Results page, the Participant Results view details more granular data and insights for each Domain or Component of your Framework.



This includes:

  • Self-Reflection date
  • Self-Perception result
  • Actions result
  • Observations result, if enabled
  • Feedback result, if enabled
  • Ability to rank and sort results, based on the Self-reflection and Awareness results.

To filter detailed participant results by Learning and Coaching group(s)

  1. Hover on Results.
  2. Select a Framework domain.
  3. Go to Group Assignments
  4. Select a Learning Group or a Coaching Group from the drop down.
  5. You should see the individual results for each participant in that Learning or Coaching Group.
Saved Views & Bookmarks


Admin Video: Saved Views & Bookmarks (2:32) 
 


Saved Views allows you to save iterations of the Self-Awareness Summary.



For example, if you wish to have a custom graph that compares first year teachers vs. the rest, you can create this graph on Group Results and save it into your Saved Views.


To create a Saved View:

  1. Hover on Results
  2. Select a Domain in your teaching framework
  3. Go to Group Results (AKA Self-Awareness Summary)
  4. Configure a graph with the team tags on the right for Group 1, Group 2 etc.
  5. Once you’re happy with your bar graph, click the blue disk button on the top right of the page.
  6. You can now view this custom graph in the Saved Views tab on the Results page.

Bookmarks allow you to share the Self-Awareness Summary outside of your portal.



To create a Bookmark:

  1. Hover on Results
  2. Select a Domain in your teaching framework
  3. Go to Group Results (AKA Self-Awareness Summary)
  4. Configure a graph with the team tags on the right for Group 1, Group 2 etc.
  5. Once you’re happy with your bar graph, click the gray pin on the top right of the page.
  6. Provide a title, slug, background color, group names and description
    1. Note: A slug is the user-friendly, descriptive part of a URL that identifies a specific page or resource on a website. For example, the slug of www.2gno.me/knowledgebase/ is “/knowledgebase/”
  7. Click Save
  8. You can now view the bookmark in the Bookmarks tab and you can share it with the link in your URL.
 

3 | Resources

Learning Library Overview


Admin Video: Learning Library Overview (2:16)
 


The Learning Library is where you can see all the resources in your portal.



In the Learning Library you can:

  • View all resources
  • Add your own resources
  • Edit the title, type, description and associated PDUs of a resource
  • Make resources inactive
  • Export resources
View, Edit, Delete or Export Existing Resources


Admin Video: Editing, Deleting and Exporting Resources (1:04) 
 


You can view all resources in the Learning Library tab.

To view resources:

  1. Hover on Resources.
  2. Go to the Learning Library.
  3. Search or use the filters to find a resource.
  4. Click the name of the resource to view it.

To edit resources:
  1. Hover on Resources
  2. Go to Learning Library
  3. Search or use filters to find a resource
  4. Click the pencil icon (✏️) on the right-hand side
  5. Edit Type, Title, Description and PDUs, if needed
  6. Click Save


To delete a resource:

  1. Hover on Resources
  2. Go to Learning Library
  3. Locate the resource
  4. Click the Red [X] Button on the right hand side
  5. Press Delete

Export Your Learning Library
You can export a full list of the resources in your Learning Library. This will provide you with a spreadsheet with all the information regarding each resource, such as the title, author, PDUs and links.

  1. Hover on Resources
  2. Go to Learning Library
  3. Click Export Media Items
  4. Save file to your computer
  5. Open file to view the exports

 
Add Custom Resources


Admin Video: Adding Custom Resources and Competency Based PD (4:56) 
 


You can add your own resources in the Learning Library page. Once you add your resource, you must assign it to a competency-based tier. Here's how:

To add resources:

  1. Hover on Resources
  2. Go to Learning Library
  3. Click Add more
  4. Fill in the Resource Type, Title, Description and associated PDUs.
  5. Select a background image
  6. Provide the link of your resource
  7. Click Save

What is a competency-based tier?

A competency-based tier is a score range in which your resource will be suggested to participants. You can create a competency-based tier for any domain or component in your framework.

To assign resource to a competency-based tier:

  1. Decide which score range (out of 10) and which domain your resource should be suggested at.
  2. In Learning Library, go to Competency-Based PD on the left hand side. 
  3. Select the domain on the top right drop down.
  4. Below, if you see a competency-based tier that fits, click Edit.
  5. If you don’t see a competency-based tier that fits, create one by clicking Add New Competency-Based Tier.
  6. Once clicking edit, use the drop down to select your resource
  7. Click Add.
  8. Note: You have now added a resource, and assigned it to a competency-based tier.
Assignments and Meta Sequences 


Admin Video: Assignments & Meta Sequences (5:00) 
 


Assignments

Assignments are tasks or activities you can set up for your participants to complete in conjunction with the resources available on the 2gnoMe platform. They are designed to enhance the learning experience by providing practical applications or deeper reflections on the resources.

You can add an assignment to an existing resource or a resource you have added into the portal.


To add an Assignment to an existing Resource:

  1. Hover on Resources
  2. Go to Learning Library
  3. On the top left, click Add assignment.
  4. For “Media Item”, select which resource
  5. Input a Title, Description, Link and associated PDUs
  6. Select “When Status”
    1. Not Started: Participants receive the assignment before they begin the resource.
    2. In Progress: Participants receive the assignment while they’re working on their resource.
    3. Completed: Participant receives the assignment once they’re completed with their resource.
  7. Click Save
  8. The resource is now paired with your assignment.

Meta Media Items

Meta Media Items are resource sequences you can set up for your participants to complete. They allow participants to engage in a curated series of resources that are connected in theme, content or pedagogy.

Benefits:

  • Sequenced Learning: Arrange resources in a logical order to facilitate progressive learning.
  • Thematic Grouping: Bundle resources on similar topics or themes for a comprehensive learning experience.
  • Efficiency: Instead of selecting individual resources, participants can choose a Meta Media Item to engage with a whole series, saving time and ensuring continuity in learning.

To add a Meta Media Item:

  1. Hover on Resources
  2. Go to Learning Library
  3. On the top left, click Add meta media item
  4. Provide a Title, PDUs, Description.
  5. With the “Included Media Items” drop down, select which resources you want to group together.
  6. If you have an assignment, click “Has assignment” and fill out the assignment form.
  7. Click Save

 
[Report] Use of Resources


Admin Video: Use of Resources (2:20) 


 

The Use of Resources tab allows you to see which resources participants are studying. You can view which resources are the most popular and how many have been completed in a certain time-frame.


How do I see how many people have viewed a certain resource?

To see how many people have completed a resource, go to Use of Resources

Follow these steps:

  1. Hover on Resources
  2. Go to Use of Resources
  3. Find a resource
  4. You should see two numbers formatted like this: X [X]
    1. The first number is the number of unique views
    2. The second number is the total number of views

 


How do I see how many resources have been viewed by my participants?

To see how many resources have been completed by your participants, go to the Use of Resources tab.

Follow these steps:

  1. Hover on Resources
  2. Go to Use of Resources
  3. Click the + next to Period 1 or Period 2

 

 

  1. Input any date range
  2. Click Apply
  3. You should see two numbers formatted like this: X [X]
  4. The first number is the number of unique views
  5. The second number is the number of total views

 


 

4 | Learning

Track Participants' Learning Plans 


Admin Video: Participant Learning (2:37) 


 

In MyPortals, The MyLearning Plan page is where participants keep their assigned and bookmarked resources. You can see which resources your participants have in their MyLearningPlan. This allows you to keep track of which resources your participants are currently using.


To view MyLearning Plans:

  1. Hover on Learning
  2. Click Learning Summary
  3. Click on a participant’s name to reveal their MyLearning Plan
Edit Individual Learning Plans

To assign resources, you have to do this in the Optimized Learning tab from the Learning Page.


 


To assign resources:

  1. Hover on Learning
  2. Click Optimized Learning
  3. Find a participant
  4. Click edit.
  5. Select Resource from the drop-down menu. (Note: Each resource comes from your Learning Library)
  6. Click Add
Remove Resources For Individual Participants

If a resource doesn't align with a participant's needs, you can remove it from their MyLearning Plan.


To remove a resource for an individual participant:

  1. Hover on Learning.
  2. Click Optimized Learning.
  3. Find a participant.
  4. Click edit.
  5. Locate Resource.
  6. Click the Red [x] on the right

To do this for all participants:

  1. Hover on Resources.
  2. Go to the Learning Library.
  3. Locate Resource.
  4. Click the Red [x] on the right-hand side.
 

5 | Observations and Feedback

Feedback Section Overview

The Feedback page is where you can provide observations and feedback for your participants.


The Feedback section of your AdminPortal is to:

  • Capture observations aligned to the Framework component(s)
  • Provide full or partial Formative & Summative Feedback (e.g., evaluation) for each Framework component
  • View Evaluation Heatmap
  • See feedback log
Capture Observations


Admin Video: Observations (3:36)
 


Observations is open-ended feedback provided to participants during the Professional Development process. It aims to support and guide participants in improving their understanding, skills, and performance. All observations can be tagged to the components in your teaching framework.


To capture Observations:

  1. Go to Feedback
  2. Locate the participant you want to provide feedback for.
  3. Click add new in the Observations column.
  4. Type your observation.
  5. Select a component that your feedback aligns to. If there are multiple applicable components, leave empty.
  6. Click Save
  7. If your feedback involves multiple components, click the participant’s name to open the Feedback log.
  8. Locate your recent feedback and click View.
  9. Highlight and tag the applicable domains.
  10. Click apply
Record Feedback


Admin Video: Feedback (4:13)


Feedback is a tool that allows admins to provide close-ended feedback to evaluate a participant. Unlike Observations, Feedback provides the admin with a report card with all their components, allowing feedback to be aligned to specific components instantly. 

Admins can provide Formative or Summative feedback & feedback is shown to participants once submitted.

With Feedback, Admins can :

  • Provide a grade for each component in their teaching framework.
  • Look at aligned observations (with the 🔔 icon).
  • Provide comments for each component (with the 💬 icon).
  • Provide additional aligned observations (with the ➕ icon).




To provide Feedback:

  1. Go to Feedback
  2. Locate the participant you want to provide feedback for.
  3. Click add new.
  4. Select Formative or Summative Feedback.
  5. For each component, pick from available options (e.g., Unsatisfactory, Basic, Proficient, Distinguished).
  6. If needed, use the 💬 icon to add comments for each component.
  7. Press Save.
Track & Export Observations and Feedback

The Feedback Log allows you to manage and export previous observations and summative feedback for a participant.


To edit a past Observation or Feedback

  1. Go to Feedback
  2. Locate the participant
  3. Click the name of the participant to reveal the feedback log.
  4. Note: if there are [0] observations or summative feedbacks, there will not be a feedback log available.
  5. Select View on specific feedback and Click Edit.

To export Feedback as PDF:

  1. Go to Feedback
  2. Locate the participant
  3. Click the name of the participant to reveal the feedback log.
  4. Select View on specific feedback
  5. Select Save as PDF.
 

6 | Learning & Coaching Groups

Learning and Coaching Groups Overview

⭐️ The SuperAdmin plays a crucial role in maintaining the integrity of the learning environment. SuperAdmins must ensure that admins only view Participants assigned to the same Learning and Coaching Groups as themselves, upholding the structure and privacy of the admin-level permissions. ⭐️


Admin Video: Learning, Mentor & Coaching Groups (10:00) 


Learning groups (e.g. PLCs) and coaching groups (1:1 or 1:many) foster collaborative learning, personalized support, and targeted professional growth opportunities. For each Learning or Coaching group, you

  • Assign one or more Admin(s)
  • Add custom resources from your Learning Library
  • Track this group's progress.
Create New Learning Group

Learning Groups are used to group participants together for specific courses, specialized supervision or to compare with other groups.


You can create learning groups in the Learning Settings or the Heatmaps.




To create a Learning Group in Learning Settings:

  1. Go to Settings
  2. Click Learning Groups
  3. Click Add Group
  4. Provide a Name and Description
  5. Click Save
  6. Note: You have created a Learning Group, but not added anyone inside yet.

Alternatively, you can create a learning group from the Heatmaps.



To create a Learning Group with the Heatmaps:

  1. Go to the Dashboard
  2. Click onto a Heatmap
  3. Select a component and a color/grade
  4. Hover on the color to reveal list of participants
  5. Scroll down and Click Create Learning Group
  6. Provide a Name and Description
  7. You now have a Learning Group with those participants inside.
Create New Coaching Group (1 to 1)

Coaching Groups can be 1:1 or 1:many pairings between mentors or coaches and their participating learner(s)



To Create a Coaching Group:

  1. Go to Settings
  2. Click Coaching Groups
  3. Click Add Coaching Group
  4. Provide a Name and Description
  5. Click Save

Note: You have created a Coaching Group, but not added anyone inside yet.

Add Participants to Learning or Coaching Group

There are multiple ways to add people to Learning or Coaching Groups. The easiest way is to go to the Learning Summary.




To add people to a Learning or Coaching Group:

  1. Note: If you do not have a Learning or Coaching Group, create one first.
  2. Hover on Learning
  3. Go to Learning Summary
  4. Search or use team tags to filter list, if needed
  5. Tick the names of the participants you want to add
  6. Click Add to Group at the top
  7. Select which Learning or Coaching Group they should be part of
  8. Click Save
Assign Group Leader | Admin

All Learning and Coaching Groups should have a participant leading it. This participant is known as the owner of the group. You can edit this in the Roles & Permissions.




To assign a participant to lead a Learning or Coaching Group:

  1. Go to Participants
  2. Locate a participant
  3. Click the pencil (✏️) on the right hand side.
  4. Select “Admin-Group” for Learning Group or Select “Admin-Mentor” for Coaching Group.
  5. Select which particular Learning or Coaching Group the participant should lead.
  6. Click Save
Assign Resources to a Learning or Coaching Group


To assign resources for a Learning or Coaching Group:

  1. Go to Settings
  2. Go to Learning Groups (or Coaching Groups) under Learning Settings
  3. Locate & Click Learning or Coaching Group
  4. On the drop down menu, click Change next to Assignments
  5. Select which resource you want to assign
  6. Click Add
View Group Results

You can view the progress of the Learning or Coaching Group as a whole or as individual participants within that group.



To see results as a group:

  1. Hover on Results
  2. Select a domain in your teaching framework
  3. Go to Group Results (Self-Awareness Summary)
  4. Under Group 1, Click the Learning Group team tag on the right hand side.
  5. Select your Learning or Coaching Group
  6. Hover your mouse on the bar graph to reveal group averages and ranges.
  7. Note: you can compare different groups by using Group 2, Group 3 etc.


To see individual results within that group:

  1. Hover on Results
  2. Select a domain in your teaching framework
  3. Go to Group Assignments
  4. Select a Learning Group or Coaching Group from the drop down.
  5. You should see the individual results for each participant in that Learning or Coaching Group.
 

7 | Journal & Portfolios

View Participants Portfolio Uploads


Admin Video: Portfolios (2:21)

 


The Portfolio section organizes your participants' uploads (e.g., as part of the assignment, or to suggest a resource for your Learning Library). It is located in the Learning menu.

Download Participant Uploads

You can download your participants' uploads for yourself or to upload in the Learning Library.


To download a participant upload:

  1. Hover on Learning
  2. Go to Portfolio
  3. Click on a participant
  4. To download all files, click Download all [x] files
  5. To download one file, click the name of the upload.
Add Portfolio Resources to Your Learning Library

As participants share their uploads in their Portfolios, administrators who find their resources useful can move them to the Learning Library.

This way, valuable resources can be easily shared with others, facilitating learning and growth for everyone.


To add upload to Learning Library:

  1. Click on a participant and locate a resource
  2. Click Edit on the “Recommended Competencies” column.
  3. Select the domain(s) this resource aligns to
  4. Select a Display type
  5. Click Confirm
Participant upload is now in the Learning Library. You should see a green tick.
Journal

In MyPortals, The Journal page is where you answer self-reflection questions for each component. Unlike the Self-Reflection exercises, these answers require long-form answers and are typically done after completing resources. 

As an Administrator, you can:

  1. View their Journal entries
  2. Edit the Journal questions

Viewing Journal Entries:

  1. Hover on Learning
  2. Go to Journal Topics
  3. You should see a table with the latest journal entries 
  4. Filter by component with the drop down menu, if needed.

To view, edit and disable Journal questions:

  1. Go to Settings
  2. Under Domain-Specific, select Journal Topics and pick a domain.
  3. To add new questions: click the Add new questions hyperlink on the top left.
    1. Note: You can provide a component alignment to each new question in the Trait section.
  4. To disable a set of questions: select the red X button on the right.

8 | Frequent Questions

1. How Do I Invite Teachers and Administrators To Their Portal? 🤔


Admin Video: Adding Participants (3:05)
 


There are two parts to this system: MyPortals is for the participants and AdminPortal is for program administrators. And both participants and their support admin should “speak” the common language of the Framework.

Participants’ Lens

We recommend that every Admin complete at least one self-reflection in order to experience the portal through the participants’ lens and to understand the impact of actions via their AdminPortal on their teachers’ experience.

  1. Start on MyPortals.
  2. Click the Title of your portal.
  3. Select the Domain or Standard
  4. Answer the self-reflection questions, which are aligned to this part of the Framework.

Invite Participants

The Participants section keeps all participants, their roles, team tags and group assignments in one place. If you have a SuperAdmin portal role, then you can add and delete participants, one at a time or in-bulk with a simple excel import. Please contact your SuperAdmin if you need to add more participants to your portal or learning group.





It is possible your portal's SuperAdmin also already invited your participant(s) to their portal. Here is a simple way to check:

  1. Go to the Participants section.
  2. Participants highlighted as yellow have not been invited yet.
Inviting (or Reinviting) Participants:
  1. Navigate to Participants
  2. Select the checkbox next to the name(s) you want to invite. Alternatively, use the top checkbox to select all participants on a page.
  3. Click the Email new user(s) button at the bottom right.
  4. Review the subject line and email content. SuperAdmins can edit these emails.
  5. Click Send.
Each participant will receive a secure link to either validate their profile or proceed to their portal dashboard.

 
2. How Do I Bring Participants Back To Their Portal? 🤔 

Reminder Emails! You can send reminder emails on the Progress Summary and the Learning Summary pages.
 
To Send Reminder Emails:
1.     Go to the
Summary page (AKA Progress Summary).
2.     Select the participants you want to reinvite (or select all with the topmost square).
3.     On the top-right of the page, click Reinvite.
4.     Edit the re-invitation email, if necessary.
5.     Click Send.

 

3. How Do I Create Competency-Based Mentor and Coaching Groups? 🧑‍🏫

Learning Alignment!
 
With the Learning Alignment graph, you can add participants to Coaching Groups.
 
Coaching groups are small groups of struggling participants and an assigned mentor. Mentors are participants who excel in a particular domain.

The Learning Alignment graph shows how all your participants scored relative to the average, allowing you to identify who is struggling, and who is excelling. This allows you to identify potential mentors and participants who need support.
 
To promote a participant to become a mentor, click Advance.
To assign a participant to a coaching group, click Match.

 

4. How Do I Create Pre- And Post-Observations? 🔍 

Journal Topics!
 
Your participants have a Journal in MyPortals that allows them to provide open-ended answers to your questions. Although the portal already has some pre-loaded questions, you can create consideration blocks full of questions that you want to ask your participants pre and post observation. 

To create a Consideration Block (i.e. a set of questions):

  1. Go to Settings, and click Journal Topics
  2. Select a domain
  3. Click Add new questions hyperlink on the top left
  4. Fill in a name, and select a relevant component (if applicable)
 
To add questions to your Consideration Block:
  1. Click Edit in the Questions Column
  2. Click Add Consideration Question
  3. Write a question in the title and select how you want to order your questions.
  4. Note: All Journal Answers are open-ended.
5. How Do I Create Portfolio Assignments? 📝

Learning Library! 

The Learning Library allows you to pair resources with assignments. Your participants can then upload their work in their Portfolio.

  1. Go to Learning Library
  2. On the top left, click Add assignment.
  3. For “Media Item”, select which resource to pair your assignment to.
  4. Input a Title, Description, Link and associated PDUs. [Be sure to tell the participant exactly what you expect of them!]
  5. Select “When Status”
    1. Not Started: Participants receive the assignment before they begin the resource.
    2. In Progress: Participants receive the assignment while they’re working on their resource.
    3. Completed: Participant receives the assignment once they’re completed with their resource.
  6. Click Save
  7. The resource is now paired with your assignment.
6. How do I add new resources + create competency-based assignments?

Learning Library!
 
The Learning Library allows you to add your own resources and align them to competency-based tiers. If you want your resource to be suggested to participants, you must align them to a competency-based tier.
 
To add a resource:

  1. Go to Learning Library
  2. Click Add more
  3. Fill in the Resource Type, Title, Description and associated PDUs.
  4. Select a background image
  5. Provide the link of your resource
  6. Click Save
  7. Note: You have added a resource, but it is not aligned to any competency-based tier.

 What is a competency-based tier?
A competency-based tier is a score range in which your resource will be suggested to participants. You can create a competency-based tier for any domain or component in your framework.

To align resource to a competency-based tier:
1.     Decide which score range (out of 10) and which domain your resource should be suggested at.
2.     On
Learning Library, Go to Competency-Based PD
3.     Select the domain on the top right drop down.
4.     Below, if you see a competency-based tier that fits, click Edit.
5.     If you don’t see a competency-based tier that fits, create one by clicking Add New Competency-Based Tier.
6.     Once clicking edit, use the drop down to select your resource
7.     Click Add.
8.     Note: You have now added a resource, and assigned it to a competency-based tier.
 

7. How do I view and modify individual Learning Plans? 

To view Individual Learning Plans, go to the Learning Summary.
 
To modify individual Learning Plans, go to 
Optimized Learning.

8. How do I create program goal and track progress against this goal? 

PDUs!
 
The
PDUs page lets you set program goals and track progress.
 
To set a global PDU setting (affecting everyone):
 
1)    To set a goal for all participants:
        a)    Click Goal Settings
        b)    Input PDUs goal
        c)     Click Save
2)    To set a goal for an individual participant:
        a)     Find participant
        b)    Click edit
        c)     Input PDUs goal
        d)    Click Save.

 



 



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