Note that this article is written with Walks in mind, however the majority of the concepts below work exactly the same in Coaching.
Key Concepts Covered Below:
What is a Walks "Instance"?
An instance is simply a container for a unique form and set of observers who are granted access to complete that Walk. In KickUp, you may have multiple Walks instances for different purposes (e.g. an ELA-specific Walk and a General Instructional Walk).
A leader would need to set up each of the following configurations for any instance that is utilized.
1. A Form:
Every Walks instance is associated with a particular form that needs to be published before the form can be completed. More on form building here.
2. Observers and Rosters:
In order for an individual to complete a particular walk, they must be added to that instance as an "observer" and given access to a "roster."
A roster is a list of individuals about whom an observer may submit a Walk. When an observer visits their homepage and clicks on a Walk, they will see this list of names. For example, a roster may include all teachers in the district, or may be limited to a set of individuals. A roster can be dynamic -- e.g. observers can have a roster that displays all teachers at a given school, even as new hires are made.
In some cases, you may choose to set up rosters for each observer. In other cases, you may allow observers to set up their own rosters.
For more information on how these options work, view one of these articles:
General: How Roster Management Works
Specific to Managing Rosters yourself: Managing rosters
Specific to delegating roster management
Managing rosters as a Lead and as a coach/observer
3. Instance-Level Settings:
When setting up or editing an instance, you can configure several settings to meet your needs.
"Roster management" settings - who is able to add observers and edit rosters
"Form/Group" settings - whether you want to enable group submissions
"Sharing" settings - whether you want to share the form information submitted with the person about whom it is submitted (e.g. the teacher being coached)
"Anonymous" settings - when anonymous submissions are enabled, the checkboxes in this tab determine which demographic attributes will be shown by default to users when they are completing an anonymous submission.
See other articles for more information on instance-level configurations: