> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cleverschool.systems/llms.txt
> Use this file to discover all available pages before exploring further.

# Catholic Self Evaluation

> Conceptual Model, Roles & Operations

> [card] [Getting Started](./getting-started)

> [card] [Tutorials](./tutorials)

> [card] [Workflows](./workflows)

## Introduction

The Catholic Self-Evaluation Form (SEF) module provides Catholic schools, colleges, and Multi-Academy Companies (MACs) with a structured, collaborative platform to evaluate their practice against the national Catholic Schools Inspection (CSI) framework (Section 48). It enables leaders to systematically evaluate Catholic Life and Mission, Religious Education, and Collective Worship.

***

## Conceptual Architecture Model

The Catholic SEF is structured into four core interconnected components:

* **Context Statements (`Context`)**: High-level narrative statements detailing your school's Catholic identity, mission statement, parish partnerships, sacramental life, pupil demographic profile, and diocesan setting.
* **Priorities & Inspection Trajectory (`Priority`)**: Specific records detailing recommendations and areas for improvement identified during the previous diocesan/CSI inspection, documenting institutional actions taken and verified spiritual and academic progress.
* **Catholic Inspection Areas (`SefCatholicArea`)**: Strategic inspection domains evaluating the core pillars of the CSI framework (*Catholic Life and Mission*, *Religious Education*, and *Collective Worship*). Each area carries an assigned **Area Owner**, a collaborative discussion stream, and five structured evaluative text sections (*Summary*, *Actions Taken*, *Impact of Actions*, *Strengths*, and *Areas for Development*).
* **CSI Criteria & Descriptors (`SefCatholicItem`)**: Granular criteria itemising specific inspection expectations and evidence benchmarks. Each item is assigned an **Item Owner**, an evaluative status, and rich commentary referencing liturgical plans, RE pupil work, or external evidence hyperlinks.

```mermaid theme={null}
flowchart TD
    subgraph ContextSection["Catholic Mission & School Context"]
        Context["<b>Catholic Context Statements</b><br/>• School mission statement & Catholic ethos<br/>• Parish, sacramental & diocesan partnerships<br/>• Pupil intake & demographic setting"]
        Priorities["<b>Priorities & Inspection Response</b><br/>• Recommendations from last CSI inspection<br/>• Actions implemented & spiritual/academic progress<br/>• Active School Development Plan priorities"]
    end

    subgraph FrameworkCore["Catholic Schools Inspection (CSI) Framework"]
        Area["<b>CSI Inspection Domain</b><br/>e.g. Catholic Life & Mission • RE • Collective Worship<br/>• Overall Evaluative Rating<br/>• Assigned Area Owner (Leader / Chaplain)<br/>• Five-Heading Evaluative Narrative Summary<br/>• Progress Distribution Spectrum Bar<br/>• Collaborative Leadership Discussion Stream"]
        Item["<b>CSI Criterion / Descriptor</b><br/>• Specific benchmarks & evidence requirements<br/>• Evaluative Rating (Exceptional / Secure / Insecure / Weak)<br/>• Assigned Item Owner<br/>• Evidence Commentary & Artifact Links"]
    end

    Context --> Area
    Priorities --> Area
    Area -->|Contains multiple| Item
```

***

## Evaluative Rating Scales & Visual Indicators

The module provides intuitive colour-coding across areas, criteria items, and dashboard visualisations:

### 1. Area Evaluative Ratings (`SefAreaEnum`)

Each inspection area is assigned an overall holistic evaluation:

| Evaluation Tier | Badge Colour | Description |
| :- | :- | :- |
| **Exceptional** | **Blue** | Outstanding Catholic practice with sustained, transformative impact across the community. |
| **Strong** | **Green** | Catholic mission securely and consistently shapes institutional culture and pupil outcomes. |
| **Expected standard** | **Lime** | Practice securely meets CSI framework benchmarks with clear supporting evidence. |
| **Needs attention** | **Orange** | Specific aspects of provision or practice require targeted development. |
| **Not evaluated** | **Slate / Grey** | Baseline unrated state prior to formal evaluation. |

### 2. Item Criteria Ratings (`SefItemEnum`)

Individual criteria within each inspection area are evaluated by evidence security:

| Status Tier | Badge Colour | Description |
| :- | :- | :- |
| **Exceptional** | **Blue** | Exemplary, sector-leading evidence demonstrating outstanding Catholic distinctiveness. |
| **Secure** | **Green** | Robust evidence confirms this criterion is securely embedded across school life. |
| **Insecure** | **Orange** | Developing practice where evidence or impact is inconsistent. |
| **Weak** | **Red** | Significant shortfall requiring immediate developmental intervention. |
| **Not evaluated** | **Slate / Grey** | Initial unrated state awaiting evaluation. |

### 3. Dashboard Visual Indicators

* **Progress Spectrum Bar**: Visual distribution bar illustrating the proportion of criteria evaluated across each status tier within an area or school-wide.
* **Assigned Criteria Bell (`fa-bells`)**: Indicates that the currently logged-in user holds direct ownership of one or more criteria within that domain.
* **Notification Paused Icon (`fa-pause`)**: Shows that real-time email notifications for updates in this area are temporarily paused to facilitate multi-item drafting.
* **Comments Counter**: Displays the number of active discussion notes logged on an inspection area.

***

## Roles & Permissions Matrix

The module provides role-based access control to maintain confidentiality and foster collaboration:

| Permission / Action | Administrator | Catholic SEF Manager (`sef_catholic_manage`) | Catholic SEF Owner (`sef_catholic_own`) | Catholic SEF Viewer (`sef_catholic_view`) |
| :- | :-: | :-: | :-: | :-: |
| **Enable / Disable Module** | | | | |
| **Appoint Catholic SEF Managers** | | | | |
| **Assign Owners & Viewers Roster** | | | | |
| **Manage Areas & Items (Create/Archive/Delete)** | | | | |
| **Allocate Area & Item Ownership** | | | *Area Owner Only* | |
| **Pause / Resume Notifications** | | | *Assigned Areas* | |
| **Manage Context & Priority Statements** | | | | |
| **Edit Area Summaries (5 Headings)** | | | *Assigned Area* | |
| **Update Item Status & Evidence Commentary** | | | *Assigned Item* | |
| **View SEF Overviews & Detailed Criteria** | | | | |
| **Add Threaded Comments to Areas** | | | | |
| **Export CSI Inspection Summary & Dossiers** | | | | |

***

## Core Screen Tour

### 1. Catholic SEF Hub (`/sef`)

The primary executive dashboard displaying:

* **Global Progress Bar**: Aggregate progress across all CSI inspection criteria.
* **Inspection Areas Table**: Searchable directory listing each Catholic inspection domain, evaluation rating, criteria progress bar, assigned Area Owner, and discussion links.
* **Inspection Print Action**: Instant access to generate the dedicated CSI inspection summary.
* **Bulk Management Actions**: Select multiple areas to pause notifications, resume alerts, or reassign owners.

### 2. Area Detail Workspace (`/sef/{area}`)

The operational workspace for individual Catholic inspection domains:

* **Domain Header**: Displays domain title, overall evaluation pill, Area Owner contact link, and overall progress bar.
* **Five Evaluative Text Sections**: Rich-text cards for *Summary*, *Actions Taken*, *Impact of Actions*, *Strengths*, and *Areas for Development*.
* **Criteria Table**: Lists underlying CSI descriptors, evaluated status, assigned Item Owner, and evidence notes.
* **Collaborative Discussion Panel**: Slide-over drawer for exchanging notes between headteachers, RE leads, chaplains, and parish priests.

### 3. Catholic Context Statements (`/context`)

* Create and sequence narrative statements articulating your school's Catholic mission statement, sacramental life, pupil demographics, parish links, and diocesan partnership.

### 4. Priorities & Previous Inspection Trajectory (`/priorities`)

* Record previous CSI / Section 48 inspection recommendations and development points.
* Document actions taken, verified impact, and ongoing priorities aligned with the School Development Plan.

### 5. Administration Console (`/admin/areas`, `/admin/area/{area}`)

* **Manage Areas (`/admin/areas`)**: Customise or archive inspection areas and reorder domains.
* **Area Item Administration (`/admin/area/{area}`)**: Configure individual criteria descriptors and assign item leads in bulk.
* **Owners & Viewers Directory (`/admin/owners`, `/admin/viewers`)**: Authorise staff and foundation governors.

***

## Diocesan Trust & Multi-Academy Company (MAC) Synchronisation

For Multi-Academy Companies (MACs) and diocesan trusts coordinating inspection self-evaluation across Catholic schools:

* **Centrally Standardised Frameworks**: Central diocesan teams can deploy standard CSI criteria templates across all schools. Synchronised areas display a locked icon (`isSynced`).
* **Diocesan Quality Assurance**: Ensures aligned evaluative standards reflecting diocesan education service benchmarks.
* **Local School Autonomy**: Individual Catholic academies maintain complete autonomy over local context, evidence documentation, and evaluative commentary.

***

## Next Steps

> [card] [Getting Started Guide](./getting-started)
>
> Step-by-step setup instructions for administrators and newly appointed Catholic SEF Managers.

> [card] [Tutorials & Workflows](./tutorials)
>
> Walkthroughs for setting Catholic context, drafting area summaries, evaluating criteria, and exporting inspection summaries.


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