Use the evaluation member list to view member evaluations and their status. Evaluations can be reset and deleted from the member list.
Step 1:
From your home page, click the "Evaluations" tab.
Step 2:
Locate the evaluation and click the "Reports" button.
Step 3:
At the bottom of the page, click "Member List."
Step 4:
From this table, you can view the status of the evaluation, the date the evaluation was sent, and other specific details about the evaluation.
- Pending means the member has not yet started the evaluation
- Active means the evaluation is currently in progress
- Completed means the member has completed the evaluation
- Expired means the evaluation has expired, and the member did not complete the evaluation
Step 5:
- Use the "View" (eye icon) button to view an evaluation.
- Click the "View PDF" button to download a PDF of the evaluation, including any signatures and comments.
- Click the "Comments" button to view evaluation comments. Click the "Committee Signatures" button to view the signatures of committee members.
- Click the "Reset" button to resend an evaluation. Reset evaluations will be available to the member again the day after you reset them.
- Use the "Delete" button to remove an evaluation.
NOTE: Comments and Committee Signatures are enabled during evaluation setup.