This article is for observers and coaches. If you’re an administrator looking to set up scripting notes, see Setting up AI scripting notes.
Scripting notes support three phases of your session:
Before — An AI-generated "Before you walk in" panel summarizes this educator's prior sessions so you walk in already oriented.
During — A timestamped note-taking workspace with AI-suggested framework tags and teacher/student labels.
After — An AI-generated session summary and assisted form response: suggested evidence and draft written responses for each form question, pulled directly from what you scripted.
When scripting notes are enabled on your form, you get a dedicated note-taking workspace alongside the evaluation, coaching, or walkthrough form. This article walks through everything you can do there.
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Getting started
When you open a form with scripting notes enabled, you’ll see two tabs at the top:
Form and Scripting notes. Click Scripting notes to open your note-taking workspace.
You’ll also see an Add notes button on the main form view — click it anytime to jump into scripting without switching tabs first.
Pre-session historical context
When you open a form with scripting enabled and Show past submissions is on, a “Before you walk in” panel surfaces an AI-generated summary of previous sessions with this educator. It includes what the educator was working on during the last visit, any focus areas or commitments from prior sessions, how many visits have been logged and how recently, and patterns across multiple sessions.
This context appears before you begin capturing notes. It’s meant to inform what you look for, not prescribe it. The panel only appears when prior session data exists for this educator.
Capturing notes
Click in the text field at the bottom of the Scripting notes tab.
Type a brief observation — a sentence or two works best.
Press Enter to save the entry and start a new one.
Each entry saves automatically with the current timestamp (e.g., 2:46 PM).
A few things that make capture more useful:
keep entries short and focused — one teacher action, one student response, one transition.
Capture what you see and hear, not your evaluation; save ratings for the form.
Don’t edit while you’re observing. Accuracy matters more than polish.
AI-suggested framework tags
Applies when a framework is enabled on the form.
If a framework is enabled on your instance, AI suggests up to three framework components for each note. Suggestions appear as faded tags on the entry.
To accept a suggestion, click the checkmark — the tag becomes permanent at full opacity.
To reject a suggestion, click the X to remove it.
An entry can have multiple tags. Many moments connect to more than one framework component, and that’s expected.
Manually aligning notes to the framework
To add a tag that AI didn’t suggest, or if AI is not enabled:
Click the Align button on any entry.
Search or scroll the framework sidebar to find the relevant component.
Click Align next to the component — the tag is added immediately.
Teacher/student labels
AI automatically classifies each entry as teacher-led, student-led, or neither. Labels appear as colored badges:
Badge | Meaning |
T (yellow) | Teacher action or language |
S (blue) | Student action or language |
Gray icon | Not classified |
To change a label, click the badge and select from the dropdown (Teacher, Student, or None).
Adjusting timestamps
Timestamps are captured automatically. To correct one:
Click the timestamp on the entry.
A dropdown appears with time options within ±20 minutes of the original.
Select the correct time.
Customizing your view
Click the gear icon at the top of the Scripting notes tab to show or hide:
Suggested framework — AI-suggested tags
Timestamp — the time on each entry
Teacher/student highlights — T/S badges and row color coding
Under Framework, select All to see tags from every available framework, or select a specific one to filter. These preferences save across sessions.
Using notes when filling out the form
Switch to the Form tab at any time to rate or fill out the form. Your notes stay in the Scripting notes tab — switch back and forth as needed.
To copy notes into your form or clipboard:
Click the copy icon on any individual entry to copy that entry’s text.
Use Copy all to copy all notes at once.
Entries copy in this format: 2:46 PM — Student asked clarifying question about the assignment.
For open-text fields, you can also use Assisted Form Response to generate a suggested answer from your notes. See Assisted Form Response in KickUp.
Sharing notes with the educator
By default, your notes are private. To share them:
Toggle Share with [educator name] at the top of the Scripting notes tab.
The educator will be able to view your notes when they access the form.
The toggle is disabled until at least one note exists. You can turn sharing on or off before or after submitting.
AI-generated post-session summary
After you submit a session with notes, the insights panel generates a summary of what you captured. The summary appears in:
The insights panel on the completed form submission
The educator’s profile page, alongside the original notes (if notes were shared with them)
The summary is a short paragraph describing the key moments of the session — what the teacher and students were doing, and any patterns worth noting. A draft feedback message for the educator appears alongside it. Review and edit before sharing; the AI writes a first pass, you keep the final say.
The summary only generates when at least one note was captured during the session.
Assisted Form Response
After your session, switch to the Form tab. Every open-text question has assisted form response support.
Click into a question field.
The Insights Side Bar shows a summary of your scripted evidence relevant to that question — not all your notes, just the ones that connect to what's being asked.
Click Suggest to generate a draft written response in narrative form, based on that evidence.
Insert it into the field, edit it, or ignore it.
Assisted form response works whether or not a framework was enabled on your form. It draws from whatever you scripted — framework tags are not required.
Best practices
During the session. Break observations into shorter entries rather than one long paragraph. Two or three entries capturing distinct moments — a questioning technique, a student response, a transition — produce more accurate AI suggestions than a single multi-part note. Capture evidence, not judgments: “Teacher asked ‘What would happen if we doubled both numbers?’ Three students raised hands” rather than “Teacher asked a good higher-order question.” Timestamp key transitions; you don’t need to timestamp every entry.
Working with AI suggestions. Accept suggestions that are close — reasonable matches are faster than manually tagging everything. Don’t limit yourself to one tag per entry if an observation legitimately connects to multiple components. As tags accumulate, you can see which framework areas have strong evidence and which are light — useful for intentionally looking for evidence in underrepresented areas during the session.
After the session. Switch to the Form tab with your notes in view. Use the evidence you captured to fill in ratings and narrative — this is where the time savings show up most clearly. Review the AI summary before sharing and edit it to match your voice and the educator’s context.
Frequently asked questions
Do I have to use scripting notes?
No. The Scripting notes tab appears when it’s been enabled by your administrator, but you’re not required to use it.
Can the educator see my notes?
Only if you choose to share them. Notes are private by default. Toggle Share with [educator name] to make them visible.
What if AI suggests the wrong framework component?
Reject the suggestion by clicking X, then manually align the entry using the Align button.
Can I edit a note after saving it?
Yes. Click on the text of any entry to edit it inline. Changes save automatically when you click away.
Can I delete a note?
Clear the text of an entry and press Backspace — an empty entry is removed when you exit the field.
Can I use scripting notes without AI suggestions?
Yes. If AI is not enabled for your district, notes still work for timestamped capture and manual alignment. AI-suggested tags simply won’t appear. Note: hiding AI suggestions using the gear icon (framework tags, teacher/student highlights) is a display preference — AI still runs in the background when those are hidden.
Do notes carry over between evaluation steps (Growth)?
Notes are associated with a specific form submission. In a multi-step evaluation, notes are captured at the step where scripting is enabled.
What happens to notes after I submit?
Notes are stored with the submission. If you shared them with the educator, they remain visible on their profile and on the form.
Is scripting notes available for group coaching?
Not currently. Scripting notes is available for one-to-one coaching only. Group coaching support is planned for a future release.
Is there a privacy concern with AI processing my notes?
All AI processing runs through Amazon Bedrock and complies with FERPA and COPPA. No data is used to train AI models or shared with third parties.