Where it usually breaks
And how to keep it from happening.
- A timed-out approval is assumed done and the review never counts.
- Exceptions build up until reporting time.
- Teacher Performance Mgmt
- Process
- Operation reconciliation
Operation reconciliation
From failed or needs-review receipts to verified results.
Step by step
-
Collect the exceptions Operations Analyst
Reconciliation reads receipts not yet completed.
- Exception list built
- Updates Operation receipts
-
Check the request Operations Analyst
The operations analyst compares each receipt with the request's saved events, reviews and decisions.
- Effects verified
- Updates Ticket events, Observation reviews, Review decisions
-
Complete or keep Operations Analyst
A receipt is completed only when its effect is found; otherwise it stays with its reason.
- Receipts completed or kept
- Updates Operation receipts
-
Resolve the rest Operations Analyst or Observation Coordinator
The analyst has the action re-recorded under the same key or escalates it.
- Action re-recorded or escalated
- Updates Operation receipts
Who does what
Roles and permissions- Operations Analyst
- , Observation Coordinator.
Set up Teacher Performance Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.