Diagnostic of Educational Leadership Practice: Business Unit Administrator Instructions

As the Business Unit Administrator (BU Admin), you manage the diagnostics for your business unit (Figure 1). Business units tend to be a school district or principal preparation program but can be any group of participants (school leaders; e.g., principals, heads of schools, and assistant principals). As the BU Admin, you have the responsibility to:

  1. Invite participants
  2. Assign participants their Diagnostic (referred to as “assigning a seat”)
  3. Manage your business unit’s seats
  4. Deactivate or activate your participants
  5. Review your participants’ results

Figure 1: Manage participants

To access this from other pages, click “Administration” in the course tab and select “Manage Participants” (Figure 2).

Figure 2: Accessing “Manage Participants” screen


I. Invite Participants

There are three steps to invite a person to take the Diagnostic of Educational Leadership Practice.

  1. Invite new participants
  2. Verify (or modify) your invitation
  3. Send the invitation email

Step 1. Invite New Participants

To invite school leaders to take the diagnostic, click the action button “Invite New Participants” (Figure 3).

Figure 3: Invite new participants

Step 2. Verify (or Modify) Your Invitation

After clicking the “Invite New Participants” button, select your product (diagnostic) and the screen will show the system-generated email (Figure 4). It can be modified by writing over the system-provided language. Do NOT delete the “Available data field” merge codes displayed as ${…}, e.g., ${linkInvite}.

Figure 4: Invitation email

After modifying and sending the invitation, the message will default to the original language. Although you cannot save your changes, you can modify the language each time.

Step 3. Send the Invitation Email

In the space shown below, you can either:

  • Type each participant’s email address, separating them by comma, semicolon, space, or line break.
  • Cut and paste the list of participant email addresses into the text field (Figure 5).

Figure 5: Invitation invitees

Important: Once your invitation has been sent, the invitee must register and sign in to create their record. Only once the participant’s record is in the system can you assign them a seat. Once a person signs in, they will have access to the interactive tutorial. The default email requests that the invitee notify you once they sign in.


II. Assign Participants Their Diagnostics

After the participant enrolls, you must assign the participant a seat to access the diagnostic. Assigning a participant their seat to take the diagnostic requires the following actions:

  1. Click on “Assign Seats” (Figure 6).
  2. Select your product (Figure 7). (The number of available seats will be displayed.)
  3. Select available users and add using the arrow (Figure 7). (Note: You can only assign a participant a seat after the participant has enrolled. Enrollment includes either establishing an account or logging in via the link in the invitee email.)
  4. Save your selection(s). With this click, the participant has access to the diagnostic. A notification will be automatically generated to each participant alerting them that their seat has been assigned.

Figure 6: Assign seats

Figure 7: Invite users


III. Manage Your Business Unit’s Seats

To see the current status and history for your Business Unit’s seat purchases and usages, click “Seat Status” under “Administration” (Figure 8).

At the bottom of the screen, click the green “Seat Status Report” button to generate a PDF report that includes purchases, assigned seats, and used seats for each Building Ranks product.

Figure 8: Seat status


IV. Deactivate or Activate Your Participants

To deactivate someone from the survey use the “User Screen” under “Administration” (Figure 9).

There are two steps in the process:

  1. Search for the individual either by using the search function or scrolling.
  2. Click on the deactivate link.

Figure 9: Deactivate or activate participants

In addition, this page provides the person’s email address, their role (group affiliation), and their status (active).


V. Review Your Participants’ Results

There are three views to reviewing your participants’ results:

  • Business Unit Analytics—a dynamic and interactive display of your participants with filters and drilldowns (see Diagnostic Analytics Instructions on the Support webpage).
  • Individual Report—the PDF report the participant receives.
  • Group Dimension Score Report—a report of all your participants’ scores by dimension.

To access the “Business Unit Analytics,” simply click on “Data” in the ribbon (Figure 10).

Figure 10: Business Unit analytics

The dashboard will provide you four views, each with filtering and drilldown capability:

  • Group Score Dimension
  • Group Score Task
  • Building Culture Median
  • Leading Learning Median

To access and generate the Individual Report and Group Dimension Score Report, click “Manage Participants” under “Administration” and scroll to the bottom of the page. Click the appropriate button (Figure 11).

Figure 11: Reports


Search Capability

Searches can be made from the “Manage Participants” page and from the “User” screen (Figure 12).

Figure 12: Search and list

Home

Home will activate the product window. Note: All participants will see the Diagnostic of Educational Leadership Interactive Tutorial.

Click the tile to access the product (Figure 13).

Figure 13: Diagnostic of Educational Leadership Practice tile

Support

The support window provides PDF versions of relevant instructions, contact us information, and frequently asked questions (Figure 14).

Figure 14: Support documents