Part 1 got your account set up. Part 2 is about setting it up well, the advanced settings, habits, and reports that turn a live account into a coaching program people actually use.
In this session, we cover:
Metadata: using tags and user types to unlock deeper insights beyond standard reporting
System settings: managing observation widgets, the under-used ones (Running Record, Time in Classroom, Action Items), and building out your Personal Dashboard
Form settings and notifications: standardizing forms across your district and setting score-threshold alerts
Reporting and Advanced Search: getting answers to leadership's questions without building a report from scratch
Have questions or want to talk through your account? Reach out to your Customer Success Manager anytime.