Record staff PD plan reviews

Create a record for each staff development plan review. For example, Massachusetts PD Professional Development plans are reviewed in a five-year cycle of license renewal. Each plan has an initial review, a two-year review, a four-year review, and a final review for re-certification of the staff member.

The record contains the name of the administrator who conducted the review, the date, the current milestone (such as four-year review), and its current status.

To record performance reviews:

1. Log on to the Personnel or Staff view.
2. Do one of the following:
   • In the Staff view, click the My Info tab, then the PD Plans side-tab.
   • In the Personnel view, click the PD Plans tab, then the Reviews side-tab.

3. Select the plan you want to enter a review for, and click Reviews.
4. On the Options menu, click Add. The New PD Plan Review page appears.
5. At the Reviewer name field, to select the person who performed the review (such as an administrator or department head), begin typing the name and select the one you want, or click to select a value from a pick list.
6. Type or click to select the date of the review.
7. At the Milestone field, select one of the following to indicate which milestone this review was for:
   • Final
   • Four year
   • Initial
   • Two year

8. At the Status field, select the current status of the plan review.
9. Click Save.