How to Manage CQIP Status Features

Step
1

Navigate to the School Folder page for the school.

Here you will find your school information and CQI plan components. Click either the green “Create New CQI Plan” button OR the green “Document Goals Met” button.

Step
2

In this new window, there will be eight goal-setting areas in the tool. Click an area of goal setting to see the goal statements included in that area.

Notice that there are columns titled “Support Status,” “Independent Practice Updates,” and “Comments” in this view. After you update these fields, your updates will display here.

Step
3

Click on the hyperlinked goal item that you would like to update. A pop-up window will pop up on your screen.

On the assign goals pop-up window, there is a section for “Manage Status,” where next to each staff member there are fields to update the Support Status, Independent Practice Updates, or Comments.

Note: Notice in the upper right corner there are options to toggle between different views of staff members. You can update the Support Status Flag, Independent Practice Updates, and Comments for staff on each of these views.

Step
4

Independent Practice Update

The Independent Practice Update field allows mentors to track quality characteristics or demonstrations of skill that result from activities outside of the CQIP goal-setting process. For example, mentors might use this feature when it’s helpful to track quality as captured by site assessments (“Met” indicators or high scores). Or, it might be used when there is evidence provided to mentors for goal statements that are not currently set as goals.

The field is set up as a date picker and dates are recorded at the target-level.

Use of this field is optional for mentors.

To document independent practice updates, click into that field next to a staff member and select the date that the staff member demonstrated that skill or quality item.

Note: If you are in the Document Goals Met view, you will not be able to update the Independent Practice Update field for any staff who have a goal actively set.

Step
5

Updating Support Status

The Support Status Flag is an optional feature that can be used as a quick visual reminder about the status of each goal statement. Mentors may find the support status flag helpful when:

• Analysis of assessment data yields many areas for improvement, too many to set as goals within a single CQIP
  • “Support needed” flag can indicate goals that need future support but are not prioritized for current goal-setting
• “Not Needed” can also be used when assessment results indicate no need for support

Support status is specified at the target-level.

You can update the Support Status for any user at any time to indicate that that target “Needs Support” or Support is “Not Needed.”

Note that the field will change automatically upon using certain functions:

• Support Status is by default blank for all staff.
• When you set a goal for a staff, the Support Status will automatically default to “Needs Support.”
• When you meet a goal for a staff, or document an Independent Practice Update, the Support Status will automatically default to “Not Needed.”
• You may manually adjust these default status functions at any time.

Step
6

Comments

The comments field allows mentors to record text comments for individual goal statements at the target-level. Use of this field is optional for mentors. Comments can be recorded to help mentors track the reasons/evidence for specific decisions, such as:

• Why a goal has been set (low scores, staff interest, etc.)
• Why a goal is being recorded as met (notes about evidence observed or reviewed)
• Why a goal is not met/being carried forward

To add a comment, click into that field next to any target and start typing a comment.

Step
7

When you have completed logging data for a goal statement, click the “Submit” button at the bottom.

Step
8

You are now returned to the main window with the eight categories of goals.

Any update that you made in the pop-up window will now appear in one of the three columns next to that goal: “Support Status,” “Independent Practice Updates,” and “Comments.”

Note: If any one user has a Support Status of “Needs Support,” then that is what will appear in the main view (even in cases where other targets have “Not Needed” as the support status).

Step
9

Click on the “See Comments” link next to the goal item.

Step
10

A pop-up window will appear. You can view any comments made for any staff for this goal.

Click Close to exit the pop-up window.

This document was last modified on: September 28, 2022