Use PMES Toolkit and Portfolio

Get ready

Check the starting point

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

Steps

Complete the task in order

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

1. View full size

   Step 1

   Open PMES and follow Recommended next step

   Choose PMES in the left navigation and start on Home. Read Recommended next step and Needs attention. Choose Review Evidence Gaps when that is the primary action; it opens the area the app has identified instead of skipping readiness work.

   Expected result: Home shows portfolio-note, linked-file, evidence-gap, COT, eSAT, and IPCRF states without a rating or approval claim.

2. View full size

   Step 2

   Open Checklist and choose an objective that needs work

   Open Checklist. Use All, Needs note, Needs evidence, Ready, or File missing to narrow the list. Read each Readiness label, then choose Add evidence beside the objective that should be completed next.

   Expected result: the checklist names the exact missing note, evidence, or file state for each objective.

3. View full size

   Step 3

   Add the Evidence note and Portfolio annotation

   Open Objective Notes and choose the intended objective. Select Career stage, Rating level, and Evidence type when required. Enter a short factual Evidence note and Portfolio annotation, then choose Save note. Use Finalize note only when the wording and linked evidence are ready for the teacher-owned draft.

   Expected result: the status changes from Not started to a saved or finalized note state; unsaved text is not counted as ready.

4. View full size

   Step 4

   Link a local file from Evidence Files

   Open Evidence Files. Choose the KRA and objective under Add evidence to, then choose Add evidence file and select the teacher-owned local file. Add a concise teacher note where prompted. Use Open or Show in folder to confirm the reference points to the intended file.

   Expected result: Local evidence files lists the filename, objective, evidence type, size, and teacher note; the file is referenced locally and is not uploaded for AI prompts.

5. View full size

   Step 5

   Fix missing or moved evidence before review

   In Evidence Files, look for Evidence file is missing or moved. Choose Locate file to repair the reference, or Remove only when the evidence should no longer be linked. Continue until every file intended for the draft can be opened.

   Expected result: missing-file warnings disappear only after the local reference is repaired or intentionally removed.

6. View full size

   Step 6

   Open Portfolio Review and read Fix before sharing

   Open Portfolio Review. Read Recommended next step, Portfolio notes, Draft notes, Evidence gaps, Missing files, and every Fix before sharing item. Use Open Objective Notes or Open Evidence Files to correct blockers before sharing, even when a local review draft can still be generated.

   Expected result: the screen clearly says Local teacher-owned draft and Not an official DepEd template, with remaining gaps visible.

7. View full size

   Step 7

   Confirm Paid is active before export

   Portfolio review files require Paid. Return to Home and confirm the local workspace is available, then activate or refresh Paid before choosing DOCX review draft, PDF review draft, or PowerPoint review draft. Readiness gaps can remain visible even when generation is available.

   Expected result: Home keeps local readiness gaps visible; Paid controls file generation but does not turn an incomplete portfolio into approved work.

8. View full size

   Step 8

   Generate one local review draft

   On Portfolio Review, choose DOCX review draft, PDF review draft, or a PowerPoint template such as Gold or Green, then choose the matching review-draft button once. These actions create local review files only; they do not submit PMES work or produce a rating.

   Expected result: the generated filename appears under Saved under Local Outputs and is labeled as a non-official draft.

9. View full size

   Step 9

   Open the generated file before sharing

   Choose Open output folder and open the actual generated file. Check every title, objective, note, evidence reference, blank field, page or slide, and draft label. The rendered example is page 2 of the generated PDF, not a dashboard proxy. Return to Objective Notes or Evidence Files and regenerate after corrections.

   Expected result: the actual file opens with readable objective content and local draft wording; any content or layout defect is corrected before sharing.

Finish

Verify the result

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

Glossary

Expand the terms used in this guide

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

AI

Artificial intelligence; optional draft help that still requires teacher review.

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.