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Detailed workflow guide

Prepare PMES eSAT, IPCRF, and COT work

PMES eSAT, IPCRF, and COT workflows help teachers organize local notes, evidence references, draft forms, and readiness checks before they decide what to keep.

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Teacher goal

How do I prepare PMES work without turning GuroAssist into a decision system?

Use this guide when this is the task in front of you. Stop if the selected class, learner, role, school year, file, or output does not match.

In-app path

  1. PMES
  2. eSAT, IPCRF, or COT

Get ready

Check the starting point

These are the minimum conditions for the workflow to make sense.

Before you start

Estimated time: About 10–20 minutes

  • Teacher-owned notes or evidence for the chosen PMES task
  • The intended eSAT, IPCRF, or COT workflow
  • The actual exported workbook or file available for teacher review

You should see

The selected PMES workspace shows teacher-owned readiness, missing evidence if any, and review/export actions without rating or approval claims.

Steps

Complete the task in order

Review choice points, save or preview behavior, and any stop condition before continuing.

  1. PMES COT review and export workspace with teacher-owned observation preparation details.View full size
    Captured July 10, 2026.

    Step 1

    Start from the PMES workspace

    Open PMES, confirm the teacher profile and school-year details used by the local workspace, then choose the tab that matches the work: Objective Notes, Evidence Files, COT Observations, eSAT, IPCRF, or Portfolio Review.

  2. 2

    Step 2

    Write objective notes from local evidence

    Use Objective Notes to summarize what the teacher's local evidence shows. Keep notes short, factual, and free of unnecessary learner names, grades, attendance details, or file contents.

  3. 3

    Step 3

    Prepare COT observation drafts

    Use COT Observations to collect observation details and draft support files, including single-observer or inter-observer workflows where enabled.

  4. PMES eSAT review and export screen showing saved ratings and official workbook readiness.View full size
    Sample data only. Review the saved eSAT session before checking official workbook readiness. Captured July 10, 2026.

    Step 4

    Prepare eSAT and IPCRF drafts

    Use eSAT for a local self-assessment session and IPCRF for a local draft rollup. Save and review the local work before checking whether official workbook export is ready.

  5. PMES IPCRF review and export screen distinguishing local draft and verified official workbook actions.View full size
    Sample data only. Local draft and verified workbook export have different readiness requirements. Captured July 10, 2026.

    Step 5

    Distinguish drafts from verified workbook exports

    Export local IPCRF draft creates a teacher-owned draft. Generate official eSAT workbook and Export official IPCRF use verified local workbook templates only after privacy, profile, ratings, and template readiness checks pass.

  6. 6

    Step 6

    Open the actual Excel workbook

    Open every generated XLSX or XLSM file in Excel and check the teacher identity, ratings, objectives, evidence, formulas, protected areas, and filename. For the official IPCRF workbook, choose Enable Content before using the DepEd Start button only when the file came from the verified local template workflow.

  7. 7

    Step 7

    Review the Portfolio Review tab before exporting

    Use readiness messages to catch missing notes, missing files, missing local templates, or incomplete teacher details before generating PMES files.

Review

Check these before relying on the work

These checks cover saved, previewed, generated, and teacher-review states.

  • Teacher profile is complete

    Name, position details, school-year details, and related local fields should match the teacher's intended records.

  • Evidence notes are factual

    Notes should describe the teacher's evidence without copying unnecessary private file contents.

  • Local templates are ready

    Generated files should use the verified local templates or app-supported draft outputs shown as ready.

  • Export type is clear

    Local IPCRF draft stays a draft; official eSAT or IPCRF workbook export requires the verified local template and all displayed readiness checks.

  • Generated file is opened

    Open the actual Excel workbook after export and review populated cells, formulas, prompts, and missing fields before using it outside the app.

Blocked states and recovery

Fix the blocker before continuing

Use the direct recovery action when GuroAssist is waiting for setup, data, access, policy, or file readiness.

  • Teacher details are missing

    Complete the local teacher profile and PMES setup before relying on generated PMES files.

    After recovery: The blocker is no longer shown, and the intended next action is available for teacher review.

    Review generated-file help

  • Evidence is not linked or summarized

    Add the local evidence reference and a short teacher note before generating portfolio or PMES drafts.

    After recovery: The blocker is no longer shown, and the intended next action is available for teacher review.

    Troubleshoot this blocker

  • Template readiness is missing

    If the app marks a workbook or template as blocked, stop and complete the required setup first.

    After recovery: The required template is selected, readable, and shown as ready for this task.

    Review generated-file help

  • Review is incomplete

    Do not treat an exported PMES file as final until the teacher opens the file and checks it.

    After recovery: The blocker is no longer shown, and the intended next action is available for teacher review.

    Review generated-file help

Safety note

PMES eSAT, IPCRF, and COT preparation stays local and teacher-owned. A verified local template can support an official workbook export, but GuroAssist does not rate, approve, certify, or replace the teacher's actual Excel review and school process.

Finish

Verify the result

Do not treat a saved screen or generated filename as proof that the work is ready.

You’re done when

The selected PMES workspace shows teacher-owned readiness, missing evidence if any, and review/export actions without rating or approval claims.

Glossary

Expand the terms used in this guide

Use the plain-language meaning here, then follow the exact label in GuroAssist.

PMES
Performance Management and Evaluation System; GuroAssist supports local teacher preparation, not ratings or approval.
eSAT
Electronic Self-Assessment Tool used as part of local PMES preparation.
IPCRF
Individual Performance Commitment and Review Form; review the actual exported workbook before use.
COT
Classroom Observation Tool; notes and evidence remain teacher-owned preparation records.

Guide details

Guide verification

Use these details to confirm that this guide matches the GuroAssist version and school year you are using.

Verification
Verified with GuroAssist 1.0.0.0
Last reviewed
July 11, 2026
Screenshots
Captured July 10, 2026
Applies to
2026–2027

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Continue only where it helps

Use PMES Toolkit and Portfolio

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Export PMES evidence and portfolio drafts

How do I organize PMES evidence and export a portfolio draft safely?

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