Option Zero:  As if it were just another Observation

Option 1-A:  Relabeling: Copy an Existing Observation Workflow and Change the Label/Name

Copy a Workflow and Relabel It

1. Go to the Evaluations→Setup→Workflows screen.
   
   
2. Identify a workflow to copy and click the right hand side "Copy" button:
   
   
   
   
3. This displays a "Copy Workflow" Dialog:
   
   
   
   
4. Enter a unique code and name for the copied Workflow (Remember that Workflows are specific to Evaluation Category):
   
   
   
   
5.  Click Copy to make to actually copy the Workflow
   
   
6. Locate the copy and click Properties to edit it:
   
   
7. This brings up the Modify Workflow screen:
   
   
   
8. Three fields are critical: 
   1. Select the new Workflow Type (if you created one) in the Workflow Type field.
      
      
   2. Click in the "Observation" radio button.
      
      
   3. Make the Name is the one you want.
      
      
9. Scroll to the bottom and click Save.
   
   
10. Your new Workflow is now ready for use.
    
    

Option 1-B: Relabing and Direct Entry of Domain/Page Group Scores: Copy both an Existing Observation Workflow and an Existing Rubric

Copy a Rubric

1. Go to the Evaluations→Setup→Rubrics screen.
   
   
2. Locate the rubric you want to copy and click the corresponding "Tools" button:
   
   
   
   
3. This brings up a menu of actions:
   
   
   
   
4. Click Copy Rubric.  This brings up the "Copy Rubric" dialog:
   
   
   
   
5. Enter a unique code and a name for the copy, then click Copy.
   
   
   
   
6. This does the copy and brings up the Modify Rubric screen for the copy:
   
   
   
   
7. Check the "Manual Page Scoring" checkbox,
   
   
8. Scroll to the bottom and click Save button.
   
   

Part II: Modify the copy of the Workflow to use the copied Rubric.