Article: Managing Evaluations

Send customized evaluations to your members and view their completion status.

View Evaluation Completion by Rotation

Step 1:

To view evaluations sent to members on a specific rotation, start by clicking the "Rotation" tab from your home page.

Step 2:

Locate the rotation, then click the "Evaluations" (clipboard) icon under the "Actions" column. If the icon is highlighted in blue, an evaluation will send for that rotation.

Step 3:

Click the "View" button to view the evaluation entry status per member.

Evaluation Reporting

Step 1:

From your homepage, click the "Evaluations" tab or the "More" tab and select ""Evaluations" from the dropdown.

Step 2:

Under the "Actions" column, click "Preview" to view a preview of the evaluation. Click the "Reports" icon to view reports on completed evaluation entries.

Step 3:

When viewing evaluation reports, you have the option to view the "Member List" to see those who have received evaluations, as well as their completion status.

The "Results Report" allows you to filter completed evaluations, provides cumulative results, and allows you to view individual or combined evaluation entries.

"Export" your results into a spreadsheet by clicking the "Download CSV" button.