Creating EOY Assignments in Bulk using Bulk Tools

To learn more about how to access the EOY Assignment Tool as well as view an overview of its components, please visit the End of Year Assignments Tool Overview.

Assigning EOY Evaluators in Bulk

EOY evaluators can only be assigned using the bulk tool for learners that only have one observer/learner relationships assigned to them.

1. In the bulk tools, click the Auto-Assign Solo Evaluators button.
   
   
2. Click the blue Save button in the top right corner of the tools.

For learners assigned to multiple observers, the evaluator will need to be assigned using the drop-down menu found in the Assignment Table.  More information can be found here. 

Assigning EOY Classifications in Bulk

EOY classifications can be assigned in bulk for all learners not currently assigned to a classification.

1. In the bulk tools, click Classification Bulk Management.
   
   
   
   
2. When the tool opens, it appears in an empty state until filters are put into place.
   
   
   • Choose the Classification you wish to assign.
     
     
   • Filter learners by rubrics and/or suborgs.  Helpful hint:  You can filter to more than one rubric or suborg at a time if you know they should all be assigned to the same classification.
     
     
     
     
     
3. Choose the learners you wish to assign by using the Select All option or by clicking on individual learner tiles.
   
   
   
   
4. Click the blue Save button.
   
   
5. Click the purple X in the top right corner to exit the tool.

Copying EOY Assignments from the Prior School Year

If your organization has not undergone a lot of staffing changes and the same learners receive an EOY evaluation every year, you can also copy assignments from the prior school year.

Please Note:

• Inactive evaluators will not be included.
  
  
• This copy move will not change the status of all new users of this school year.

You can make additional assignments or modifications using the bulk tools or assignment table as needed.