Evaluation Creation

File 274To open 'Evaluation Management' select 'Management' from the 'Evaluation' option of the 'record' drop-menu.

Note: The 'Evaluation' option will only be displayed on the menu if you have the relevant permissions.

File 275When you first access the 'Evaluation Management' page, the only option open to you is to create a new 'Evaluation' by clicking the 'Create Evaluation' button...

File 276... which opens the 'Evaluation Wizard'.

The first step is to 'Name' your new 'Evaluation' and enter the descriptive text, which explains the function of this particular 'Evaluation'.

File 277The 'Filters' page enables you to either select an existing 'Filter' from a drop-menu or create a new 'Filter' from scratch.

For details on creating filters, please click here.

File 278The next page page enables you to either select an existing 'Questionnaire' from a drop-menu or create a new 'Questionnaire' from scratch.

For details on creating Questionnaires, please click here.

File 279The last page of the 'Evaluation Wizard' covers the creation of an 'Evaluation Run', which is created when the 'Evaluation Wizard' is closed.

File 280When the 'Wizard' closes, the new 'Evaluation' will be listed, awaiting the first 'Run'.

Note: Click here for details on how to run an evaluation.