Frameworks and Performance Levels can be added to Action Items as evidence to capture related data independently from the rest of the Evidence in a Goal. When you use a Framework and/or Performance Levels as evidence in an Action Item, the Framework Data will only be connected to the Action Item and Goal, and won’t be associated with any of the individual videos associated as Evidence with the Goal.
A Viewer, Reviewer and Goal Owner will be able to look at Framework and Performance Level data associated with individual videos in Huddles that have been added as Evidence to Action Items in a Goal. However, that data will not be associated with the Goal itself. To associate Framework and Performance Level Data with a Goal, add the Framework as Evidence and then complete the steps below.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
- Super Admin
- Account Owner
Steps to accomplish the task:
By default, only Account Owners, Super Admins, and Admins who have been added to a Goal as Collaborators with Evidence or Review Privileges will be allowed to add Frameworks and Performance Levels to an Action Items. If you would like to grant Users access to add Frameworks as Evidence to Goals, the Account Owner can do so in the Privileges section of Goal Settings in Account Settings, or anyone with access to the People Tab can grant the permission for individual users in the Access section for each user.
You will only see the option to add Performance Level data if your framework has associated Performance Levels defined.
To Add Framework/Performance Levels to a Goal:
Click on the Action Item you want to add the Framework/Performance Level data to and click the plus button next to evidence to select Framework.
This will open a popup window with all of the available Frameworks in your account. Select the Framework you wish to use for this Action Item and then click “Use Framework.”
This will only add the Framework to the Action Item. Once you have added it, select the Framework box in your list of Evidence to select framework Standards and Performance Levels.
Clicking on the Framework in your list of Evidence will open the Framework in a new window. To select standards from your framework, click the checkbox next to each standard. When you have selected all the necessary standards, click Done to save. This will make the Framework Data static and save it to your Action Item for others to review.
If you wish to add Performance Levels, click on the standard you want to assign a Performance Level to. This will make the Standard turn Grey and the Performance Level dropdown will appear for that Standard on the right side of the screen. Select the appropriate Performance Level from the dropdown box. You do not need to save once you have selected your Performance Level. However, once you have assigned all of the Performance Levels to Standards you wish, click Done to save the entire page. This will generate an Average Performance Level for the Rubric at the top of the screen, which you can then use as a Measurement Value for the Action Item if you would like.