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SEF Documentation

Stephen Gibson
Stephen Gibson
  • Updated

Agreed School/Team SEF Document

The Agreed School/Team SEF contains all the agreed text and judgements from the Self-Evaluation section. This is the version you would share with key stakeholders, ensuring everyone is looking at the same verified information.

If you want to see all current SEF content, including sections not yet agreed, download the Draft Report.

Visibility:

  • School SEF: Only visible to SLT members.

  • Team SEF: Visible to staff with the Can Agree setting for that team.

To access the agreed report, navigate to the School/Team SEF Dashboard under the Self Evaluation heading.

 

Downloading the Agreed SEF

  1. Click the option to Download Agreed Report.

  2. A pop-up will appear asking which content to include.

  3. As you select options, the thumbnail on the left updates to show how the report will look.

  4. Select the relevant options and click Confirm & Download.

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Note: Only Bite-Sized Questions (BSQs) for the Headteacher (School SEF) or Team Leader (Team SEF) appear on the Agreed SEF report. To include all team member BSQs, download the SEF Evidence Base.

Agreeing Your SEF/Team Review

If some content is missing from the Agreed SEF, it may not have been agreed since your last update.

You can agree content in two ways:

1. Agree All

  • From the Self Evaluation / Team Review Dashboard, click Agree All to approve all sections at once.

2. Agree Section by Section

  • Select the section you want to approve to open the Make a Judgement area.

  • Underneath the text box, you’ll see whether the section has been agreed.

  • Click Agree Grade & Text.

  • Confirm in the pop-up: Yes, Agree Grade & Text or No to keep it as a draft.

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Draft SEF/Team Review Document

The Draft SEF/Team Review contains all entries and judgements, whether published or not.

  • Use the draft to review all information before sharing or agreeing.

  • To view the Draft SEF:

    1. Click Self Evaluation in the main toolbar.

    2. If in teams with active reviews, hover over Self Evaluation, click School, then Draft School SEF Report.

  • When downloading, choose whether to include:

    • BSQs

    • Without BSQs

    • With Targets

  • Confirm, and a PDF download will begin.

To turn a Draft SEF into the Agreed version, follow the Agreeing Your SEF/Team Review steps above.

 

Adding the SEF/Team Review to the Archive

Regularly archiving your SEF provides a snapshot of the document at a specific point in time.

  • Navigate to the SEF Archive (School) or Team Review Archive (Team Review).

  • Click Add Latest School SEF to Archive or Add Latest Review to Archive.

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  • Confirm in the pop-up.

  • The document will appear in your archive (this may take a minute).

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SEF Reports - Evidence Base

The Evidence Base Report shows the complete School/Team SEF:

  • Judgement text

  • Grades

  • BSQs

  • Targets

  • Notes

  • Download via the Self Evaluation Dashboard → Evidence Base Report.

  • Large reports may take time to generate.

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Note: The Headteacher can choose to include/exclude archived users’ answers via Preferences in Settings.

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Evidence Files

The Evidence Files download compiles all attachments linked to your SEF into a single ZIP file.

  • The ZIP is organised into sub-folders for each SEF section.

  • Sections without evidence will not have a folder.

  • Access via Evidence Files (ZIP) on the Self Evaluation Dashboard.

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For guidance on adding attachments, see the How to Create your SEF guide.