> ## 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

> Tutorials & Step-by-Step Walkthroughs

## Tutorials & Operational Walkthroughs

This section provides practical, step-by-step guides for completing and managing your school's Orthodox Self-Evaluation Form (SEF).

***

### Tutorial 1: Establishing Religious Context & Inspection Trajectory

Articulate your school's religious foundation, Rabbinic/ecclesiastical guidance, and progress against previous inspection recommendations.

**1. Navigate to Context Statements**

In the Orthodox SEF hub (`/sef`), click **Context Statements** (`/context`) in the top navigation bar.

**2. Create and Sequence Contextual Statements**

Click **Add Context**. In the modal:

* Enter a descriptive **Title** (e.g., *Religious Foundation & Ethos*, *Rabbinic Guidance & Community Partnerships*, *Pupil Demographics & Pastoral Context*).
* Draft concise narrative statements explaining your educational philosophy and religious standards.
* Click **Save**. Use the drag handles (`fa-bars`) to reorder statements into a logical introductory sequence.

**3. Navigate to Priorities & Previous Inspection Trajectory**

Return to the SEF hub and click **Priorities** (`/priorities`) in the top navigation bar.

**4. Record Inspection Recommendations and Actions Taken**

Click **Add Priority**. In the modal:

* Enter the specific recommendation from your previous inspection report.
* Document the strategic **Actions Taken** by the school to address this area.
* Record verified **Impact** demonstrating measurable progress across religious and secular studies.
* Align ongoing priorities with your current School Development Plan.

**5. Export Standalone Priority Report**

Click **Print Priorities** to generate a clean, standalone PDF summary of previous inspection recommendations for governors and trustees.

***

### Tutorial 2: Conducting Domain Evaluations & Drafting Five-Part Summaries

Area Owners synthesise evidence and formulate high-level strategic narratives across the five core evaluation headings.

**1. Open the Domain Workspace**

In `/sef`, locate your assigned inspection domain (e.g., *Religious Life and Ethos* or *Religious Studies / Kodesh*) and click on the domain title or select **View** from the action dropdown menu.

**2. Draft the Five Evaluative Text Sections**

Click the edit icon (`fa-pencil`) next to each section header:

* **Summary**: Synthesise religious distinctiveness and overall effectiveness in this domain.
* **Actions Taken**: Outline key strategic initiatives implemented since the last inspection report.
* **Impact of Actions**: Detail verified improvements in student knowledge, spiritual development, or community engagement resulting from those actions.
* **Strengths**: Highlight distinctive areas of religious life, teaching excellence, or character development.
* **Areas for Development**: Define targeted improvement goals that feed directly into the School Development Plan.

**3. Assign Holistic Evaluative Judgement**

Click the action dropdown menu (`...`) in the top right of the area card and select **Update**. Choose the appropriate overall rating (*Exceptional*, *Strong*, *Expected standard*, or *Needs attention*) and click **Save**.

**4. Engage in Asynchronous Leadership Discussions**

Click the comments icon in the breadcrumb bar to open the slide-over discussion drawer. Exchange notes and feedback with religious leads and governors.

***

### Tutorial 3: Evaluating Granular Criteria & Hyperlinking Evidence

Item Owners review individual criteria descriptors, evaluate implementation security, and provide substantiated commentary with hyperlinks to school evidence repositories.

**1. Locate Assigned Criteria**

In the criteria table on the area page (`/sef/{area}`), locate the criteria descriptors assigned to your subject, department, or pastoral remit.

**2. Update Evaluative Status & Commentary**

Click the edit icon (`fa-pencil`) on the criterion row. In the slide-over modal:

* **Status**: Select the evaluation rating that reflects current practice:
  * *Exceptional*: Exemplary practice embedded across the school.
  * *Secure*: Robustly embedded with consistent supporting evidence.
  * *Insecure*: Developing practice where evidence is inconsistent.
  * *Weak*: Urgent developmental priority requiring intervention.
* **Comment**: Record evaluative commentary explaining how the judgement was reached.

**3. Insert Hyperlinks to External Evidence**

Substantiate evaluations by hyperlinking directly to external cloud repositories (e.g., Google Drive, SharePoint, OneDrive):

```markdown theme={null}
Religious curriculum maps, prayer schedules, and student project portfolios:
[View Kodesh Curriculum Progression](https://sharepoint.example.com/kodesh-curriculum)
```

**4. Save and Verify Progress Bar Update**

Click **Save Changes**. The area progress bar immediately recalculates to reflect the updated criterion rating.

***

### Tutorial 4: Managing Notification Noise & Update Pausing

When conducting intensive review cycles or making extensive multi-item updates, Area Owners and Managers can temporarily pause email notifications to avoid inbox clutter.

> [!NOTE]
>
> By default, updating an inspection item automatically dispatches an email notification to both the Item Owner and the Area Owner.

**1. Pause Notifications on a Single Area**

In the main Orthodox SEF table (`/sef`), open the action dropdown menu (`...`) on the target area row and select **Pause Updates**. A paused icon (`fa-pause`) appears next to the area title.

**2. Pause Notifications in Bulk Across Multiple Areas**

Select multiple areas using the table checkboxes. In the bulk actions toolbar at the top of the table, select **Pause Updates**.

**3. Conduct Intensive Drafting Sessions**

Perform all necessary criteria updates, rating changes, and narrative edits without sending automated email alerts to colleagues.

**4. Resume Notifications**

Once the editing session is complete, return to `/sef` and select **Resume Updates** from the row menu or bulk toolbar to re-enable real-time notification alerts.

***

### Tutorial 5: Generating Dedicated Inspection Summaries & Custom Dossiers

Generate publication-ready PDF documents tailored for inspection teams, trustees, and governors.

**1. Open the Print Dossier Modal**

Click **Print** in the top navigation bar of the Orthodox SEF hub (`/sef`) or within any individual area workspace (`/sef/{area}`).

**2. Select Official Inspection Format or Custom Elements**

Configure the export modal by selecting your intended format:

* **Print for Inspection (Official Summary)**: Compiles an official summary incorporating your primary context statements and area narrative summaries specifically formatted for inspectors.
* **Print Context**: Includes introductory demographic and religious ethos statements.
* **Print Priorities**: Includes previous inspection recommendations and current responses.
* **Print Summary**: Includes the executive overview for each inspection domain.
* **Print Actions & Impact**: Includes detailed actions taken, verified impact, strengths, and development priorities.
* **Print Evaluation Detail**: Includes granular item-level criteria, status ratings, and evidence commentary.

**3. Generate and Download PDF**

Click **Generate PDF**. The system compiles a formatted, branded inspection document ready for immediate printing or digital distribution.

***

### Tutorial 6: Delegated Administration & Federation Synchronisation

Orthodox SEF Managers configure local inspection areas, manage criteria applicability, and oversee federation synchronisation.

**1. Access the Administration Console**

Click **Manage** in the Orthodox SEF hub header (or navigate to `/admin/areas`).

**2. Create or Customise Inspection Areas**

* Click **New Area** to create bespoke school-specific evaluation domains.
* Use the dropdown menu to **Archive** unused areas or **Restore** previously archived domains.

**3. Configure Area Criteria (`/admin/area/\{area\}`)**

Click into an area's administrative view:

* **Toggle Active State**: Deactivate criteria that do not apply to your specific school phase.
* **Bulk Assign Item Owners**: Select multiple criteria using checkboxes and allocate a designated lead teacher or coordinator.

**4. Review Multi-Academy Trust Synchronisation**

Centrally deployed framework areas and criteria display a locked badge (`isSynced`). While core wording is centrally locked to ensure cross-trust alignment, local leaders retain full control over local evaluations, narratives, and evidence links.

***

## Next Steps

> [card] [Return to Overview](https://docs.cleverschool.systems/sef-orthodox/overview.md)
>
> Review the high-level value proposition and framework summary.

> [card] [Conceptual Model](https://docs.cleverschool.systems/sef-orthodox/introduction.md)
>
> Explore data models, rating scales, and user permission matrices.


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