> ## 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.

# Orthodox Self Evaluation

> Getting Started

> [!NOTE]
>
> Initial module enablement and manager assignment must be performed by an `Administrator`.

## Quick Start

Follow these four steps to enable and launch the Orthodox Self-Evaluation Form for your school:

**1. Enable the Orthodox SEF Module**

Navigate to **Administration** > **Modules** in the main navigation. Locate **Orthodox Self Evaluation** and toggle the module to **Enabled**.

**2. Assign an Orthodox SEF Manager**

In **Administration** > **Staff**, assign the `Orthodox SEF Manager` role to designated leaders (e.g., Headteacher, Principal, Head of Kodesh / Religious Studies, or Deputy Head).

> [!TIP]
>
> Until at least one `Orthodox SEF Manager` is assigned, administrators receive automated alerts reminding them to delegate module leadership.

**3. Open the Orthodox SEF Hub**

Reload the page and select **Orthodox SEF** from the main navigation sidebar (or navigate directly to `/sef`).

**4. Review Framework Areas & Criteria**

Inspect the pre-loaded inspection areas (such as *Religious Life and Ethos*, *Religious Studies*, and *Leadership and Management*). Confirm default criteria reflect your school's ethos and phase.

***

## Further Setup (Manager Guide)

> [!NOTE]
>
> Operational setup, ownership delegation, context statements, and criteria customisation are managed by an `Orthodox SEF Manager` via the **Manage** console (`/admin/areas`).

### 1. Authorising Owners & Viewers

Navigate to **Manage** > **Owners** (`/admin/owners`) and **Viewers** (`/admin/viewers`):

* **Grant Owner Permissions (`sef_orthodox_own`)**: Authorise religious studies leads, secular curriculum coordinators, pastoral heads, and senior leaders to maintain specific inspection domains or criteria items.
* **Grant Viewer Permissions (`sef_orthodox_view`)**: Authorise governors, Rabbinic/ecclesiastical authorities, and trustees who require read-only visibility into the SEF.

### 2. Formulating Context Statements

Navigate to **Context Statements** (`/context`):

* Click **Add Context** to record narrative background statements outlining your school's operating environment and religious foundation.
* Articulate your school's foundational ethos, communal partnerships, pupil demographics, and educational philosophy.
* Use the drag handles (`fa-bars`) to reorder statements into a logical introductory sequence.

### 3. Recording Priorities & Previous Inspection Trajectory

Navigate to **Priorities** (`/priorities`):

* Click **Add Priority** to record development points and recommendations from your most recent inspection report.
* Document concrete actions taken, verified impact across religious and secular studies, and corresponding priorities aligned with your School Development Plan.

### 4. Allocating Area & Criterion Ownership

Distribute evaluative responsibility across your team:

* **Assign Area Owners**: In **Manage** > **Areas** (`/admin/areas`), click the edit icon on an inspection domain (or select multiple areas using table checkboxes and choose **Change Owners**) to allocate domain leadership.
* **Assign Item Owners**: Click into an area's administrative view (`/admin/area/{area}`) to review individual criteria descriptors and assign specific teachers or coordinators.

***

## Staff Workflow & Annual Self-Evaluation Cycle

Once ownership is allocated, staff can complete self-evaluations through an efficient, four-step routine:

**1. Identify Assigned Domains & Criteria**

Staff log in and navigate to `/sef`. Domains containing assigned criteria display a notification bell icon (`fa-bells`) next to the progress bar.

**2. Evaluate Granular Criteria**

Staff click into their assigned area (`/sef/{area}`), review individual criteria, update the evaluative status (*Exceptional*, *Secure*, *Insecure*, *Weak*), and record concise evidence commentary with links to lesson plans and pupil work portfolios.

**3. Draft Five-Part Area Summaries**

The designated Area Owner synthesises evidence and drafts narrative content across the five core headings: *Summary*, *Actions Taken*, *Impact of Actions*, *Strengths*, and *Areas for Development*.

**4. Generate Inspection Pack**

Senior leaders click **Print** to export either the official **Inspection Summary** or the comprehensive self-evaluation dossier for governors and inspection teams.

***

## Next Steps & Guides

> [card] [Tutorials & Step-by-Step Walkthroughs](./tutorials)
>
> Practical walkthroughs for drafting summaries, linking religious evidence, pausing update notifications, and exporting inspection summaries.

> [card] [Conceptual Model & Tour](https://docs.cleverschool.systems/sef-orthodox/introduction.md)
>
> Detailed breakdown of rating scales, visual progress indicators, and roles and permissions.


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