Sections
1. Evaluations are made up of groups of tasks called sections.
Section Titles:
2. View the summary of all task statuses in a section.
Progress bar:
3. Collapse or expand a section.
Click the up/down arrow.
4. Each task has a
Title
Person assigned
Due date (if applicable)
Completion status
5. Task Title
6. Person Assigned to task.
7. Due Date
8. Completion Status
Documents
9. A document is linked to each task.
Click the task to access the document.
10. Some Fields are completed by others and will show a dash until they fill it out
11. Some fields are editable by you
12. To complete a task, submit the document.
Click the "Submit" button. (Top right)
Task filters & toggles
13. View all tasks.
Click the "All Tasks" filter.
14. View only your tasks.
Click the "My Tasks" filter.
15. View tasks due in the next three days.
Click the "Due Soon" filter.
16. View incomplete tasks past their due date.
Click the "Past Due" filter.
17. Hide or show completed tasks.
Click the "Show Completed" toggle.
18. Collapse or expand sections.
Click the "Collapse All" toggle.
19. Review team and access user profiles.
Hover initials to see evaluation team roles. Click initials to access their profile.
