Essential First Tasks

When you first access the platform, completing these essential setup tasks will help you get the most from your professional development experience.

Join Your Organization

Your first step is connecting to your school or district organization:

1. Check your email for an invitation from your administrator
2. Click the invitation link to activate your account
3. Complete your profile information including your role and contact details
4. Verify your organization appears correctly in your account settings

If you haven't received an invitation, contact your school's administrator or technology coordinator.

Accept Product Assignments

Your administrator may assign specific learning content or observation roles to you:

1. Navigate to your dashboard after logging in
2. Look for the Required Content tab if you have Learn module access
3. Review any assigned courses, assessments, or learning paths
4. Note completion deadlines and priority items
5. Click View to see detailed assignments

Role requirement: Content assignments are managed by system_administrator or organization_administrator roles.

Set Up Your Learning Preferences

Customize your learning experience for better engagement:

1. Access your profile settings from the top navigation
2. Configure notification preferences for:
   • Assignment reminders
   • Due date alerts
   • Progress updates
   • Observation schedules
3. Set your preferred learning pace and session length
4. Choose content delivery preferences

Understanding Your Dashboard

Your main dashboard provides access to all platform features through organized tabs:

Learn Module Tabs

If your organization has activated the Learn module, you'll see:

• Required Content - Mandatory training assignments
• Continue Content - Previously started courses and materials
• Content Libraries - Available resource collections
• Learning Paths - Structured learning sequences
• Individual Content - Self-directed learning options

Observe Module Tab

If your organization uses classroom observations, the Observations tab shows:

• My Observations - Records of your classroom visits (for observable role)
• My Conducted Observations - Observations you've completed (for observer role)
• All Observations - Organization-wide activity (for organization_administrator role)

Explore Available Content and Resources

Familiarize yourself with your learning options:

1. Click through each available tab on your dashboard
2. Review content libraries relevant to your role and grade level
3. Explore learning paths designed for your professional development goals
4. Bookmark frequently used resources
5. Check for mobile access options if available

Set Up Transcripts and Certifications

Track your professional development progress:

1. Locate your transcript section in the Learn module
2. Review credit-earning opportunities
3. Understand certification requirements for your role
4. Set up automatic transcript updates if available
5. Note any state reporting or compliance requirements

Note: Transcript and certification features vary by organization configuration.

Observation Setup (If Applicable)

If you have observer or observable roles:

1. Review your observation schedule regularly
2. Understand the observation forms your organization uses
3. Familiarize yourself with the observation process
4. Set up mobile access for classroom observations
5. Test any required observation tools or apps

Role requirement: Observation features require observer, observable, or organization_administrator roles.

Next Steps

After completing these initial tasks:

• Bookmark your dashboard for easy daily access
• Set up regular times for professional development activities
• Connect with colleagues also using the platform
• Schedule any required training sessions
• Review organization-specific guidelines and expectations

Your administrator can provide additional guidance on organization-specific features and requirements.