How do I plan and schedule future monitoring?

In a similar way to how Standard Objectives and Standards can be set up; we can set up Standard Monitoring Forms to automatically pull into new reviews. This is useful if your organisation has a schedule of quality assurance Monitoring Forms, staff survey forms, staff wellbeing forms, 160 feedback forms or indeed any other type of Monitoring Forms/survey/questionnaire.

First, we will look at editing the existing Standard Observation and Monitoring Forms form (if appropriate):

1. From the left-hand contents menu select Settings
2. From the Review dropdown select Monitoring
3. Select Standard Monitoring from the menu on the left-hand side
4. Select the edit pencil to check any existing Standard Monitoring Forms are set up as you require
5. Update or remove any Standard Monitoring Forms which need editing or removing for the new review cycle

Next, we will look at adding new Standard Observation and Monitoring Forms for the new review:

1. From the left-hand contents menu select Settings
2. From the Review dropdown select Monitoring
3. Select Standard Monitoring from the menu on the left-hand side
4. Click the + icon to add a new Standard Observation

Notice you can set the Standard Observation to be added without a date or to be performed within a date range or performed on a specific date. For example, if your establishment requires teaching staff to be observed three times a year, once each term, the from and to dates can be set to the term dates. The Standard Observation needs to be based on one of the active Observation Forms in your system, and these should be listed in the text box dropdown list.

1. Enter a title such as 'Autumn Term Observation'
2. Set to run between two dates, such as the start and end dates of the Autumn Term
3. Select an appropriate observation form from the dropdown list
4. Click the Add button to add the Standard Observation

The use of standard Monitoring Forms will require greater management of the system as Staff will need to understand the time scales for Monitoring Forms involved and forms appearing needing completion. In a similar way to Standard Objectives and Standards, if you now start a review for a staff member with the same Staff Member Type as that of the Observation Form, the Standard Observation should display in the new review.