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Admin Rights - Create an Evaluation

Written by John Eger

Applicable for Evaluations, only for users who have rights to start and create evaluations. For ex. District Admin, District Personnel


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1. Click the Green Start button in the bottom left side menu.

2. Select the "Evaluation" tab.

3. Find the evaluation type you want to add.

4. Click the dropdown menu to add a Primary User on the Evaluation.

The Primary User is the person who is being evaluated (i.e. who the evaluation is being created for).

5. Search and select the person being evaluated.

6. Click "Add User" to assign Secondary Users.

Secondary Users are the evaluators.

7. Use the dropdown menus to select the evaluator's Role, and search and select the name of evaluator.

8. Continue adding Users until all evaluators have been added.

9. If Applicable, you can select different versions of the evaluation under the Settings option.

The Settings, or Workflow Versions, are variations of the evaluation based on things like contract level, due dates, number of evaluators, etc. Available versions are dependent on the school, district, state, and evaluation type, so they will be different for every evaluation.

10. Click "Start"

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