Go to Settings, then Review, then Monitoring, and select Monitoring Forms.
Click Add Monitoring Form and then Add to save the new form.
Title - add a title for the monitoring form.
Type - select a type, for example, Learning Walk or Pupil Voice.
Focus - briefly describe what the form is focused on, for example, performance management or development.
Requires Grading - tick to allow overall grading.
Horizontal Grading - tick to set all questions to horizontal grading format.
Staff Restricted - tick to limit which staff can view the form. This enables the Staff Visibility tab.
Confidential - tick to hide the form from the staff being observed.
Self-Monitoring - tick to allow the staff member to act as an observer.
Line Manager - tick with Self-Monitoring to automatically add the line manager as an observer.
Show Teacher Comments - tick to allow staff to give feedback before submission.
Auto Save Form - tick to automatically save the form.
Prompt When Submitting Form - tick to confirm before submission.
Prompt When Closing Form - tick to confirm before closing.
Hide Comments - tick to remove comment boxes from questions.
Display Previous Areas for Development - tick to show previous Areas for Development in the new form.
Tick Sharing? to decide who can view the form. Options include Just My School, Just My MAT, or Share with All Schools.
Before adding questions, ensure the Monitoring Form has been saved.
Go to the Questions tab in the Monitoring Settings page.
Click Add Question.
Enter your question in the text box.
Display the grading for the question horizontally – tick this box to show the grading scale in a horizontal format.
Hide the Question and Judgement header – tick this box to hide the headers at the top of the question.
Allow comments to be provided – tick this box to display a comment box for the question.
Allow this question to be graded – tick this box to enable grading for the question. This will create a new tab where preset grading can be added.
In the Forms tab, select the monitoring form to which you want to add the question.
Go to Monitoring Questions and click Add Monitoring Question. Fill in the details and click Add.
In the Questions tab, click Add Questions to see all questions available in the system.
Tick the boxes for the questions you want to include, then click Add.
Reorder questions by dragging them to the desired position.
Assign staff types to control which staff members can access the form. Tick the roles that should have access.
The Staff Restriction tab will only be visible once the Staff Restricted box is ticked in the Options tab.
This tab allows you to select which staff members or roles can view the monitoring form.