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Donna Currie

NCEES Product Manager

donna.currie@dpi.nc.gov

NCEES: Managing your Local PD Office and Transfer Credit Manager

go.ncdpi.gov/NCEESPD

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Session Description

This hands-on session will cover in depth how to manage a local NCEES PSU PD Office within NCEES. Learn how to create all types of Learning Opportunities and award CEUs to your staff. This session will also cover the Attendance Mobile App, PD Playlists, and Transfer Credit Manager to allow staff to submit credit earned outside of NCEES for approval.

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Target Audience: NCEES PD Office Administrators, NCEES District Administrators and Transfer Credit Manager Administrators

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Agenda

  • Welcome and Introductions
  • Professional Development
  • Creating Learning Opportunities
  • Mobile App
  • PD Playlist
  • Resources
  • Questions

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Welcome and Introductions

Who is in the room?

  • Name
  • PSU
  • Role in NCEES

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Professional Development

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What PD Opportunities are in NCEES?

Transfer credit manager

District Level PD for Professional Development Days

State Level Mandates

Observation Light Bulb

Regional PD

Online NCDPI PD Modules

School Level Book Studies as Year long course

Professional Development Plan goal growth

PLCs

District Department led PD

True Differentiated PD

C

E

E

N

S

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PD Tab > Course Search Channel

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PD Tab > Courses Aligned to Standards Channel

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PD Tab > Focus Area Aligned Courses Channel

Expand or Hide List

Subjects will list more aligned courses.

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Other Focus Areas are newer - but may have courses aligned too.

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Start Here: Professional Development > Course > Recommend

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Course Search Listings > Start or Register

“Start” a Self-Paced Learning Opportunity.

“Register” for an Instructor Led Learning Opportunity.

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Recommended Learning Opportunity

  • Evaluators can now add a “Recommended Learning Opportunity” in all teacher plan types.
  • Navigation > open a staff plan (Comprehensive, Standard, Abbreviated or Late Hire) > Open “Recommended Learning Opportunities”.

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Light Bulb Moments

Lightbulb Help Guide to Start, Recommend or Require PD

NCEES NAVIGATION

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> My Evaluation tab

> Current Evaluation

> Open Evaluation

> Open Observation Rubric

> View Standards/Elements

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Find Standard Aligned PD in your Observation Rubric

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Light Bulb Moments �show on �Standards �and �Elements �in the Observation

Activity

Observation Rubric - Connect to PDP Goals

Click the light bulb to view standard aligned courses. This is helpful if you are looking for growth opportunities to meet PDP Goals.

It’s Not About the Rating it’s about the GROWTH

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How much Credit do I have?

Light Bulb Moments - Observation Standards

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Light Bulb Moments

Evaluator or Observer can �Recommend or Require

Anyone can register/start a course from here

Shows on staff’s My Courses with administrator’s name

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Participant view of a Course

Navigate in NCEES to Professional Development

Search Course 25956

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  • Let’s Go to NCEES
  • Click Professional Learning
  • Find the Course
  • Explore the Course Details
  • Register

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Creating Learning Opportunities

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EFFECTIVE Immediately

Teachers are no longer required to earn DLCs to renew their license.

Districts will have to decide locally what to do about DLCs that are currently on transcripts.

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PD: Plan a Learning Opportunity

  • NAME OF THE LEARNING OPPORTUNITY
  • DESCRIPTION OVERVIEW & PURPOSE
  • TARGET AUDIENCE FOR THIS LEARNING OPPORTUNITY?
  • EDUCATION STANDARDS / FOCUS AREA ALIGNMENTS
  • ENTER CREDIT HOURS = CEUs (formula is 1 hour =.1 CEU)

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  • CREDIT TYPE (Literacy, Academic Subject Area, General, Leadership)
  • TYPE AND LOCATION OF LEARNING OPPORTUNITY
  • MAXIMUM NUMBER OF PARTICIPANTS
  • INSTRUCTOR LED (if Instructor Led list start and end dates/times
    • SELF-PACED - at this time only a DPI option
  • RESOURCES NEEDED FOR LEARNING OPPORTUNITY

Professional Development Plan a Learning Opportunity

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The PD Office

NCEES NAVIGATION

> System Administration

> Applications

> Course Administration

NCEES VOCABULARY

Courses are called “Learning Opportunities” in NCEES.

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PD Office - Roles

  • PD Office Administrator: This is an office-level role with access to administer PD functions for the assigned office only. Functions include creating and managing courses without approval, verifying certificates, managing recurring dates, and managing office-level roles.
  • Course Requester - This is an office-level role responsible for creating courses and corresponding sections. If an approval process is enforced, a submission by a Course Requester is sent to the Course Reviewer / Approver.
  • Final Approver - This is an office-level role responsible for the final review of submitted courses and sections. This role has the ability to give final approval so the course becomes visible in the catalog. This role also has the ability to return the course to the Course Requester if changes need to be made.

NOTE: if assigning a Course Requester role there �must also be an assigned Final Approver role.

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The Help Guides

PSU PD Office Create a Learning Opportunity v4 092021

NCDPI NCEES QRD-PD-Settings v01 03252019(2).pdf

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Instructor Led/Self-Paced

3 Parts

Create the CEU Shell

Set the Settings

Create a Section

2 Parts

Create the CEU Shell

Set the Settings

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Instructor Led/Self-Paced Menu Options

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Professional Learning Powerschool Help

When searching Help from Powerschool. There may be a few features we don’t have.

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System�Course Creation Help

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Course Details Field Notes

Other Course Details important to note:

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Provider - You will NOT be able to change the course provider selection once your course has been saved. Choose carefully whether the provider will be Moodle or Non-Moodle. Most Courses at this time are Non-Moodle

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Do not require section start and end times - Select to make a section available online at any time; class times will not be required when creating sections for this course.�

To save your work while completing the form, click Save Draft. A course title and required fields must be entered to save a draft. Caution: You have 60 minutes from the time you access this page until you save before the page is reset, and any information entered is lost. For longer forms, we recommend entering content in the required fields first, save the form, then continue filling out the optional fields.

PS Help for Fields

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Let’s Go NCEES and Create a Course!

If you have a PD Office and have PD Office Access Rights You Can Login to Your Instance of NCEES

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System Administration > Applications: Course Administration > Create New Learning Opportunity

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Who is your PD NCEES Contacts at your PSU?

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  • If changes need to be made, email the corrected information to:

Home_Base@dpi.nc.gov

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Create Instructor Led Course

* Asterisks

denote required fields.

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Create Instructor Led Course (cont.)

* Asterisks

denote required fields.

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Create Instructor Led Course (cont.)

When a course survey is selected participants must complete the survey to access their completion certificate in My Transcript.

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Create Sections

NCEES NAVIGATION

> System Administration

> Applications : �Course Administration

> Open Course

  • Manage Learning Opportunities
  • Search Home Page

> Scroll Down to Sections

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Create Instructor Led Section(s)

Create Course Sections

Every instructor-led course and PLC is required to have at least one section. �(Participants enroll in sections.)

> Click New Section button.

Note: A section cannot be added to a course saved as a draft.�

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PS Help for �Section Fields

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Create Instructor Led Section(s)

  • Start Date - Select the first meeting date for this section. This determines the default first date when defining specific class times.
  • End Date - Select the section's last meeting date. This determines the default end date when defining recurring class times.
  • Start Time - Select the section's beginning meeting time. This determines the default start time when adding specific class times.
  • End Time - Select the section's ending meeting time. This determines the default end time when adding specific class times.
  • Release Section Now - Select to make the section available in the catalog immediately.
    • Or Release Section At - Select the date and time to make the section available in the catalog.

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Additional Section Settings

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Additional Settings: Instructors

Manage:

Instructors

Class Times

Roster

Course

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Additional Settings: Class Times

Manage:

Instructors

Class Times

Roster

Course

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Note: Class times are required to create a sign-­in sheet and to support the feature that prevents participants from enrolling in sections with conflicting meeting times.

Classtimes are also needed to use the Mobile App for taking Attendance.

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Navigate to Settings

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Set Locations

Set for District level

Set for School

level

If you do not want your course to be visible in a PD Search, don’t set a location.

Location must be set to appear in catalog.

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Set Required, Recommended, or Restricted Demographics

Target Required or Recommended or Restricted Demographics

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> Enable the Role

> Click the Role Title to drill down parameters

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Set Linked Resources

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Align Focus Areas

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Align Standards

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Additional Settings: Roster

Manage:

Instructors

Class Times

Roster

Course

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Mobile App

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Unified Talent Mobile App Now Available!

Registration Code for NCEES

Mobile App Guides

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PD Playlists

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PD Playlists

Professional Development Playlist feature. This allows Playlist Moderators to create playlists of PLCs, online or in-person professional development for their staff, and target playlists based on staff members’ teaching profiles. In addition, they can require or recommend specific professional development opportunities in the playlists and track participation by individuals.

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Playlist Status Dashboard

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PD Playlist Creation Guide

Primary Audience: District Administrator, PD Playlist Moderator, PD Playlist Curator, PD Playlist Credit Approver

Purpose of Document: This guide outlines the steps for accessing and utilizing Professional Development (PD) Playlist PD Playlist Roles: These roles support the creation, management, and operation of PD playlists.�

• PD Playlist Moderator - This role is responsible for creating and managing PD playlists. Functions include adding participants and courses, managing notifications, and moderating the discussion.

• PD Playlist Curator - This role has the ability to add or remove participants for the selected PD playlist to which they are assigned. All other functions will be read only.

• PD Playlist Credit Approver - This role is responsible for reviewing and approving PD playlists credit requests. This role has the ability to give final approval so the PD playlist becomes visible in the catalog. This role also has the ability to return the PD playlist to the PD Playlist Moderator if changes need to be made.

• PD Playlist Participant - This role represents the learner. Anyone who has been assigned to a PD playlist will assume the role of PD Playlist Participant. Functions include viewing courses, participating in discussions, and adding fellow participants.

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PD Playlist courses can be Elective or Required - set Rules on what must be completed.

Playlist Requirements

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PD Playlist Roles

PD Playlist Moderator�This role is responsible for creating and managing PD playlists. �

  • adding courses
  • adding participants
  • managing notifications
  • moderating the discussion

NCDPI must set the PSU lead PD Playlist Moderators.

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Request this access in a ServiceNow ticket

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Playlist Moderators do not have to be connected to a local NCEES PD Office.

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PD Playlist Roles

PD Playlist Curator - This role has the ability to add or remove participants for the selected PD playlist to which they are assigned. All other functions will be read only. (The Curator is set by the Moderator)

PD Playlist Credit Approver - This role is responsible for reviewing and approving PD playlists credit requests. This role has the ability to give final approval so the PD playlist becomes visible in the catalog. This role also has the ability to return the PD playlist to the PD Playlist Moderator if changes need to be made. (Role set by NCDPI) At this time no one in North Carolina is using this role.���

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PD Playlist Roles

PD Playlist Participant - This role represents the learner. Anyone who has been assigned to a PD playlist will assume the role of PD Playlist Participant. Functions include

  • viewing courses
  • participating in discussions
  • adding fellow participants (optional). ��

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Create PD Playlist

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PD Playlist Dashboard

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Create PD Playlist

1) Details tab

a) Title can be edited. Enter a description.

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Playlist Details continued

If credit is assigned to the playlist, participants must complete all required courses by the end date in to receive credit.

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To issue a certificate to the PD Playlist participant upon completion of the playlist. This is outside of certificates issued to participant’s Transcript by course completions.

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Who can add participants to a Playlist?

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Add Moderators and Curators

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Adding Materials

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Adding Courses

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PD Playlist Sample Course lists - can include any PD Opportunities that are enabled.

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Add Participants - Dynamically

Note:

Select more than one field at a time to create a multi-faceted dynamic rule.

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Add Participants - Manually

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Enable Discussion Board Topics

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Enable Notifications

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Release the PD Playlist

Note:

The Release button will be disabled if the PD playlist is awaiting approval for credit.

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Playlist Status Dashboard

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Transfer Credit Manager

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About Transfer Credit Manager

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Transfer Credit Manager: My Requests

Teachers, Support Staff and principals can go to Transfer Credit Manager in NCEES and submit credit requests or re-submit requests that were denied. Staff can request credit for a course completed elsewhere be added to their NCEES staff transcript.

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Districts wishing to have staff enter credit requests this way, must open a support ticket to DPI to set rights for someone to be Credit Approver or the requests will sit in limbo.

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Navigating TCM

Transfer Credit Manager for Administrators�Primary Audience: LEA or Charter Professional Development Leads

Purpose of Document: This guide outlines the process for entering and managing staff requests for CEUs to appear on the NCEES staff transcript.�

Transfer Credit Manager Activities:

• Manage Requests – Admins view all submitted, approved, or denied requests. Credit Approvers access credit requests which require approval from this screen. Note: Requests show statewide – Add a location filter when managing requests.

• Manage Bulk Requests – Admins create a credit request for multiple users.

• My Requests – Enabled for staff, staff can request credit for a course or learning opportunity completed elsewhere be added to a staff transcript.

• New Credit Request for Another User – admins enter a credit request for staff.

• Configure Emails – DO NOT USE – DPI USE ONLY. These settings are statewide.

• Approval Request Administration – Admins review the status of requests and approvers. Identify which requests need further attention.

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TCM Roles - How to Get Them

WHO? LEA or Charter Professional Development Leads that have certain NCEES access rights as specified below. NCDPI sets these roles.

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WHAT ROLE?

  • Transfer Credit Manager Administrator -- can “Add Request for Another User” and “Manage Bulk Requests”. (Requires any level User Rights in NCEES)

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  • Transfer Credit Approver -- can use “Manage Requests” to approve or deny staff entered “My Requests” (requires Site or District Administrator Admin Type)

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TCM Roles - How to Get Them

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  • How to Request
    • PD Office Administrator or District Administrator
      • TCM Credit Manager Administrator
      • TCM Credit Approver
  • Designated PSU staff that open a ServiceNow Ticket request

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Note: DPI sets a PSU’s first NCEES District Administrator --- that DA can then set other DA rights

Call 919-807-4357(HELP)

Monday - Friday 7:00 AM - 4 PM

To open a help desk ticket access the ServiceNow Web Portal at: � https://ncgov.servicenowservices.com/sp_dpi �(Login with your NCID)�

NOTE: Only District designated staff should enter tickets or call in issues.

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Include: UID of Staff, PD/TCM Role �to Assign, PSU Location

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TCM Activity Email Notifications

Emails that go out after the listed activity:�

  1. Pending Credit Request Submitted - The email sent to credit request administrators when a credit request has been submitted.
  2. Denied Credit Request - The email sent to a credit request submitter when a credit request has been denied.
  3. Approved Credit Request - The email sent to a credit request submitter when a credit request has been approved.
  4. Returned to Pending Credit Request - The email sent to a credit request submitter when a credit request has been returned to pending.

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TCM Credit Requestor View

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TCM Administrator View

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TCM Approver View

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Resources

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NCEES Resource Site & Admins Hub

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bit.ly/ncees-resources

bit.ly/nceeshub

my.ncedcloud.org

enroll

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Help Guides in NCEES

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Upcoming Webinars

Topic/ Title

(click on the title to register)

Lead Presenter(s)

Description

Target Audience

Date

Cami Narron, Donna Currie

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Participants will learn how to create and utilize PD Playlists of courses in the NCEES Catalog. Participants will learn about Transfer Credit Manager to allow staff to submit credit earned outside of NCEES for approval.

Administrators, Professional Development Leads, NCEES DAs, NCEES PD Office Administrators

Thursday,

Feb. 8, 2024

4-5pm

Jennifer Bass,

Cami Narron,

Donna Currie

Participants will gain a better understanding of the End-of-Year process for administrators/principals. Topics to be outlined include reviewing the End-of-Year Principal evaluation process, completing End-of-Year Summary Evaluation. Includes a quick overview of the EOY Teacher/Support Staff plan processes.

Superintendents/Directors (evaluators of Principals) Principals, APs, Evaluators

Thursday Feb. 29, 2024

3pm-4pm

Jennifer Bass,

Cami Narron,

Donna Currie

Participants will gain an understanding of the process for completing the Professional Development Plan End-of-Year Review and EOY Evaluation Processes. Teachers will explore the steps leading to the Summary Evaluation Conference, how to complete the signatures acknowledging the summary evaluation and how to provide a written response and artifacts.

Teachers and Support Staff. Evaluators and Observers of Teachers/Support Staff.

Thursday Feb. 29, 2024

4pm-5pm

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NCEES Communication

NCEES Google Group

NCEES email listserv is to allow NCEES District Administrators to be able to support each other. The purpose page states, “This forum is intended to be driven by YOU, the users of Home Base: NCEES. As the primary users of NCEES we know that you have all come up with your own best practices and processes for using this system. We know that through conversation and discussion, you can learn from other districts and schools to get more ideas of ways you might be successful with the use of the NCEES tool.”

  • Group Managers: Brian Propst, Buncombe County and Patricia Coldren, Lee County
  • URL: https://groups.google.com/d/forum/ncees - please update your bookmarks.
  • Also, if you have a topic, you can send an email to ncees@googlegroups.com

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NCEES Weekly Bulletin

What do we share in the bulletin?

  • Important Dates
  • Upcoming Events
  • Maintenance
  • Webinar Info
  • Updates
  • Issues
  • Support and Tips
  • and more

Send an Email now to home_base@dpi.nc.gov and ask to be added to the NCEES Bulletin email list

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NCEES LEAD List

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Each public school unit has identified a lead person to help with questions around the key components of Home Base.

Please click here to access the contact list to identify lead contacts within each area: PowerSchool, SchoolNet, and NC Educator Evaluation System.

If updates to your PSU contacts are needed, please email home_base@dpi.nc.gov

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Any Questions

Jennifer Bass

NCEES Coordinator

jennifer Bass@dpi.nc.gov

Donna Currie

NCEES Product Manager

donna.currie@dpi.nc.gov

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Designed with accessibility in mind

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  • High color contrast
  • Readable font
  • Clear structure/layout
  • Distinct slide titles
  • Descriptive links
  • Captioned video
  • Effective use of images
  • Checked for accessibility

Learn more about designing accessible digital content.

Contact Donna Murray for additional digital accessibility support and resources.