Assign and Track District Assigned Professional Development

Assign and Track District Assigned Professional Development

Using Professional Development for District Assigned Professional Development. This can be done in any way that makes sense for the district. However, this is a way that we feel would be best practice. 

Create The PD Offerings

First you need to create the District Offered Professional Development in Teacher Vitae

  1. Login to Teacher Vitae

  2. Hover over More

  3. Click Admin

  1. Hover over Manage PD+

  2. Click Manage Course Catalog

  1. Click Add Course

  1. A creation Wizard will open complete the tabs:

    1. General Info:

      1. Title

Add the name of the course

    1. Credit Type

Select the appropriate Credit Type from the dropdown

      1. Credits

If the course is credit bearing select the number of credits

      1. Meets Certification Requirements

If the course meets Certification Requirements check the box. NOTE: Checking this box will automatically add the course to the My Certificate Page

      1. Delivery Type

Select the appropriate Delivery Type from the dropdown

      1. Audience Type

Select the appropriate Audience Type from the dropdown

      1. Education Levels

Select the appropriate Education Levels from the dropdown

      1. Subjects

Select the appropriate Subject from the dropdown

      1. Tags 

Add tags if applicable

      1. Active 

Check Active

      1. Is Mandatory

Check Is Mandatory if applicable

    1. Provider

      1. Provider

Enter the Provider’s name

      1. Provider Registration URL

Enter the URL for the registration page

    1. Provider Course URL

If the content is delivered via computer enter the course URL

      1. Provider Content URL

If the provider offers additional content enter content URL

      1. Instructor

Enter the instructors name

      1. Min Enrollments

Choose the minimum number of attendees 

      1. Max Enrollments

Choose the maximum number of attendees 

      1. Cost

Enter the cost

      1. Hours

Enter the hours

    1. Summery

      1. Complete the Summary in the provided field with a maximum of 512 characters

    1. Description

      1. Complete the Description in the provided field 

    1. Course Image

      1. Add an image (optional)

      2. See image below on how to use the tools for uploading and altering an image

  1. Click Save Changes

The image can now be found in the District Offerings page of teacher Vitae’s Professional Development section.

  1. Click Home

  2. Click My Professional Development

  3. Click District Offerings

  4. Search for your newly created PD

NOTE: Creating a course doesn’t make it available. A course must have a session before a course is accessible. Our next step is create course sessions.

Create Course Sessions

NOTE: To create course sessions there must first be a course created. If you have not already created a course go back to the beginning of this document and start there.


To create a session starting from the home page:

  1. Hover over More

  2. Click Admin

  1. Hover over Manage PD+

  2. Click Manage Course Catalog

  1. Find the course you would like to add a session to

  2. Click Sessions

  1. Click Add Session

  1. Complete the Tabs

    1. General Info

      1. Active

Check this box to make the session active/accessible

    1. Start Date

Enter the start date of the session

      1. End Date

Enter the end date of the session

      1. Registration Deadline

Enter the deadline to register for the session

      1. Min Enrollments

Enter the minimum number of enrollment (This can be edited but it will be prefilled from the creation of the course)

      1. Max Enrollments

Enter the maximum number of enrollment (This can be edited but it will be prefilled from the creation of the course)

      1. Cost

Enter the cost of the course (This can be edited but it will be prefilled from the creation of the course)

      1. Hours

Enter the total hours of the session (This can be edited but it will be prefilled from the creation of the course) 

      1. Instructor

Enter the instructor of the course (This can be edited but it will be prefilled from the creation of the course)

      1. Provider Registration URL

Enter the URL used to register for the course (This can be edited but it will be prefilled from the creation of the course)

      1. Provider Course URL

Enter the URL used to get to the course (This can be edited but it will be prefilled from the creation of the course)

      1. Provider Content URL

Enter the URL for additional content for the course. If applicable (This can be edited but it will be prefilled from the creation of the course)

    1. Notes

      1. Add any necessary notes about the session

  1. Click Save Changes

  1. Follow the 5-9 to add additional sessions

NOTE: Multiple sessions can be created for a single course.

Create a Form

Currently the best way to assign Professional Development to staff is to create a Form, Add that Form to a Package and Assign the Package to the staff. 


NOTE: The following outlines the best way to setup a Form for this purpose and not how to create a form. To learn how to create a form see Create a Form in our Solutions.


The form can contain all district required courses in one form.

Create the following prompts and questions

  1. New Question Group

    1. Please complete the following online course:

  2. Smart text widget

    1.  Name of the course

  3. Single Response Question

    1. Have you completed this course?

Please leave any feedback on the course in the comments below

    1. Yes

    2. Comments

    3. Attachments

  1. Repete 1-3 for all additional courses

  2. Add evaluatee to the Finalized Document section 

The form will look like the following image.

Now add this form to a staff package for assignment. 

Assign the Form

To assign Professional Development to multiple staff of a common type (teachers, para pro’s, coaches etc) add the form to a package and assign the Package to all staff of that type. This is an overview of how to create a package to learn how to create a Package see Create a Package in our Solutions.

  1. Create a package 

  2. Click +Add Package 

OR

  1. Click Edit to add the Form to an existing Package

  1. Complete the tabs:

    1. General 

      1. Name

Name the Package

    1. Evaluation Year

Select the School Year

      1. Package Type

Select the type of Package

      1. Active

Click the Active button to make the Package active/accessible

    1. Forms

      1. Click +Add Form

      1. Click dropdown arrow for Form 

      2. Select the Form 

      3. Click dropdown arrow for Evaluation Period

      4. Select Period

      5. Select Due Date

    1. Click Continue

  1. Click Save Changes

  1. Navigate to the homepage

  2. Hover Over More

  3. Click Manage Evaluation Assignments

  1. Click Manage Package Assignments

  2. Select the correct Year

  3. Select the correct Organization/School

  4. Click +Manage Package

    1. Click the dropdown for Name

    1. Select the Package

    2. Click Next

    1. Select Reviewers (Optional)

    2. Click Next

    1. Check the checkbox next to all staff that will be added to the Package

    2. Click Next

    1. Click Submit

All Selected staff have been assigned Professional Development

Track Progress

To see how many courses have been completed at the school level

  1. Click Reports

  2. Click Evaluation Detail

  1. Select School Year

  2. Select Evaluation Period

  3. Select the Evaluation/PD Form

  4. Select School/s

  5. Click Generate Report

To see who has Finalized, Completed, In Progress or Not Started the Professional Development 

  1. Click Reports

  2. Click Evaluation Progress

  1. Select the school Year

  2. Select Periods

  3. Find the correct Form

  4. The bar graph shows the four statuses 

  1. Hovering over the different colors will display summary information

  1. Clicking the different colors will give more detailed information

  1. Clicking the bar graph on the individual colors again will give you detailed information about that color by staff member

From here details can be found on who has done what and how much.



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