BOSS Tip Sheet for Team Leaders

BOSS Tip Sheet for Team Leaders
Link
Communicating
with your team
Independent
Review
Key Factor
Consolidation
Access the BOSS system at http://tn.networkforexcellence.org/
Tip: Bookmark this link to make BOSS easier to access.
• Only Administrators and Team Leaders can post notifications in BOSS.
• Administrators can post to all Examiners; Team Leaders can only post
notifications to their team members.
• The team leader is the only person on a team who can see all of the
team members’ Independent Review scorebooks.
• The team leader can review the graphical representation of scores in
Independent Review.
One of the changes in transitioning to BOSS is the process around consolidating
key factors for your team’s scorebook. In the past, this step was completed prior
to beginning Independent Review. However, in the BOSS system, key factors are
not consolidated until the team moves to the Consensus stage. See below for
step-by-step instructions for the BOSS process:
1. Tell examiners to start independent review right away by reading the
application from cover to cover, identifying key factors and inputting
them in BOSS. Tip: establish a due date for this step to ensure that
everyone is getting started.
2. After developing their individual lists of key factors, examiners should
begin independent review of all 17 Criteria items, using their own master
list of key factors.
3. When the team leader moves the team from Independent Review to
Consensus Review, the team leader’s key factors automatically become
the master list of key factors in the consensus scorebook.
Before
Consensus
• Team members should mark their IR worksheets as completed before
you can move the team to consensus. If a team member has not
completed this step and you are unable to get in contact with him or
her, you may move them on to consensus; however they will no longer
have access to their IR scorebook.
• The team leader is the only person who can move the team to
consensus and make/change team assignments.
• When the Team is moved to Consensus, the IR scorebooks are locked

and no further edits can be made to them.
Move Team to
Consensus
When you are in the Consensus process within BOSS, use your mouse to hover
over the various icons to become familiar with their functionality
• On the “Overview” tab, at the bottom of the screen, press “Begin
Consensus Review.” Assign a lead and back-up for each item. Note that
you will need to know your team members’ usernames in order to do this
(TN00000). TNCPE will provide the usernames.
• When you have finished assigning item leads and back-ups, press
“continue to consensus review.” You will then be asked to log in again
to complete the transition to the next phase.
• This also generates an email to all team members.
Key Factors for
Consensus
• On the “key factors” tab, the team leader’s key factors will appear. Use
the “IR Input” icon (3 sheets of paper) to view other team members’ key
factor lists.
• You can use the “invite feedback” button on the KF screen to allow other
team members to comment on the team leader’s key factors. Make
appropriate edits.
• You may ask the Scorebook Editor (SBE) to assist with this step, but it
may be a bit clumsy – the simplest approach may be for you to share
your userid and password with the Scorebook Editor so he or she can
sign in as you.
• Ultimately the team leader’s edited list of key factors becomes the
master list of key factors for Consensus Review.
Viewing IR
Inputs
• The Key Themes populate over to Consensus so your team will use them
just as you did during Independent Review.
• Within each item, view team members’ independent review inputs by
clicking on the “IR Input” icon (3 sheets of paper) in the upper-right hand
corner. A new pane will appear on the bottom half of the screen
containing all IR inputs for that item.
• You can sort your teammates strength and OFI observations for your
assigned items by examiner; ++/--; or item reference. We suggest
sorting by item reference – just click on the Item ref header.
• You have the ability to print out all comments – please note that if you
select “print” you will print just the item you are in; if you select “print
all” it will print all pages of all categories.

• Although IR scores can be viewed in BOSS, they will not print.
Inviting
Feedback
Managing
Roles/
Reassigning
Items
After
Consensus
Edits
Site Visit
Review
• Item leads can invite feedback from their back up by using the “Invite
Feedback” button on the right of the screen.
• When a back-up responds with comments, his/her comments will be
entered into a box on the left side of the screen. Please note that there
are limits as to how much the box will contain.
From the “Overview” tab, press “Manage Team Roles” in the upper right-hand
corner. Reassign roles as necessary, then select “Update.”
Note that you may need to change the “zoom” of the screen down to 75% in
order to see the “update” button.
Mark all items “complete” on Scorebook Progress Tab. You will have to “check”
each item individually and then press “mark complete.”
Let Sue know when you have completed the Consensus Stage. She will save a
copy of the Consensus scorebook on the TNCPE system.
• Your team will continue working in the BOSS Consensus scorebook to
finalize comments during and after site visit. This will become the basis
for the Final Feedback Report for the applicant.
• TNCPE’s version of BOSS does not support site visit issue worksheets, so
please use the Microsoft word SVI worksheets that were introduced in
examiner training.
• Complete the word version of the “Score Summary Worksheet”
(available on the TNCPE website) after site visit. BOSS does not yet
support this worksheet.
After Site Visit
Edits
Mark Scorebook Final on the Scorebook Progress Tab.
Export the Scorebook to Word and run spell check. Make corrections.
Let Sue know your scorebook is complete.

BOSS Screen Shots for Team Leaders
Team Leader will move the team to
Consensus after IR work is finished.

Team Leader will make assignments using the assignment
wizard and will then continue to Consensus Review.

When the Team is moved to Consensus, the IR scorebooks
are locked and no further edits can be made to them. The
Team Leader will need to log out and then back in to
complete the transaction. An email will be sent to all
team members.

Team Leader can change/update roles as needed

The Team Leader’s Key Factors will automatically be
made available at Consensus.

Click on the IR Inputs icon to view all team members’
information. Information can be sorted in most columns by
clicking on the column title. IR inputs for the item can be
printed and, new this year, ALL IR INPUTS can be printed in
Word!

Item Leads can invite feedback from their backup
and all team members.
Click to toggle between inviting and suspending

Team members can add feedback in the panel.
NEW FEATURES: Feedback can be printed in Word.
Ability to Sort and Filter Feedback

Score Summary automatically calculates subtotals and totals for Process and
Results. The Process and Results Scoring Bands will automatically populate
based on the subtotals for each band. Team Leaders can override the scoring
band by clicking on the edit icon, based on the 2011 scoring band descriptors
(found on the Examiner Resource Center).