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Formative Guide: Best Practices & Common Workflows

Addressing key questions regarding administration and teacher capabilities.

Written by Neta Raz Studnitski
Updated this week

This guide provides clarity on managing assessments, standards, and roles within the Formative platform. It is designed to address key questions regarding administration and teacher capabilities.


1. Assigning & Sharing Common Assessments

Administrators can create "Common Assessments" to maintain control over high-stakes testing. This ensures consistent settings across an entire organization.

  • Sharing via Direct Link: Use the "Copy Share Link" under the "Set permissions and Share" section to provide individual colleagues with a direct path to the assessment. Teachers with this link can assign the assessment to their classes.

  • Adding Collaborators: In the "Share" modal (found in the triple-dot menu), you can add specific teachers by name or email.

    • Assign Only: Teachers can assign but not edit.

  • Edit & Assign: Collaborators can edit the assessment, add others, and send the direct link.

  • Sharing with Teams (Orgs): Use the "Add an Org" button to share with an entire school or department. This automatically posts the assessment to the activities list for all members of that team.

Global Assign Settings

When you tag a formative as a Common Assessment, you can enforce "Global Assign Settings". These allow you to control:

  • Grading Behavior: Define when students see scores, correct answers, and how many retakes (attempts) are allowed.

  • Assessment Windows: Set universal open and close times for all classes to ensure data integrity.

  • Security: Globally require a Lockdown Browser for added security.


2. Standards Management

If standards are not appearing for a teacher, check their account settings:

  • Account Association: Teachers must ensure specific standard sets are added to their Formative My Account and Settings tab.

  • Visibility: If an admin adds standards to a formative but the teacher hasn't enabled those standards in their own profile, they will not see them in the data view.


3. Viewing & Sorting Student Data

The Responses tab offers powerful ways to identify students who need support:

  • Sorting: Click the "First name Z-A" tab to sort by Points (Low-Hi). This provides an immediate visual of students requiring additional help.

  • Grouping: You can toggle the view between Questions and Standards to see performance at a granular or high-level view.


4. Roles and Capabilities

Understanding the distinction between user types helps streamline school-wide management.

Capability

Teachers

Admins

Create & Assign Formatives

Yes

Yes

View Class Data/Co-teacher Data

Yes

Yes

Archive & Restore Classes

Yes

Yes

Team Management (Add/Remove Teachers)

No

Yes

Common Assessments (Global Settings)

No

Yes

Teachers Report (View Org-wide activity)

No

Yes

Team Tracker & Progress Reports

No

Yes


5. Class Management (Archiving)

  • Control: There is currently no "Global Archive" button for admins; archiving is managed at the class level by teachers or admins.

  • Best Practice: For those using Clever or Google Classroom, ensure rosters are updated in those systems to reflect correctly in Formative.


6. Troubleshooting Translation Issues

If students are translating formatives without permission, it is often due to third-party browser extensions (like Google Translate or DeepL).

To use the official Formative Translator:

  1. Enable Accommodation: The teacher must add "Translation" as an accommodation in the student's profile.

  2. Enable Learning Tool: The teacher must toggle on the "Student Translator" in the formative's Assign Settings.

  3. Disable Extensions: If a student can translate but these settings are off, have the student remove or disable translation extensions in their browser.


Teacher Checklist

[ ] Add your required Standards in Account Settings.

[ ] Coordinate with Admins before archiving or restoring classes.

[ ] Review the Global Assign Settings for any Common Assessments you receive

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