This process enables a self-monitoring form that staff members can complete independently within the system
Go to My Reports from the drop-down, select Monitoring, and click the Settings icon.
Once the settings page has loaded, select Forms.
Click the Edit Pencil icon next to the form you want to update.
In the form editor, go to the Options tab and tick Self Monitoring.
Next, go to the Roles tab and tick the boxes for each role that should have access to complete the form.
Click Save to apply the changes.
To allow staff to access and add self-monitoring forms:
Go to Settings , and select Staff , then click on Standard User Rights
Edit the relevant rights group
Under the Monitoring section, ensure the following permissions are ticked:
Access Monitoring Section
Add Own Monitoring
Staff must have the Classroom Observer role to complete self-monitoring forms. To check and assign this role:
Go to Users then select Staff Management.
Click the Settings icon on the right-hand side of the screen.
Use the Red X filter to show staff who do not currently have the role.
Look for the eye icon on each staff profile:
Grey eye - Role not enabled
Green eye - Role enabled
To enable the role, drag the green tick onto the staff member’s profile picture, or click the down arrow next to the tick and choose Apply to All.
This will give staff the permissions they need to access and complete self-monitoring forms.