Defining Evaluation Search Criteria

The search criteria bar contains all the available search parameters to allow you to view only the evaluations that satisfy the search criteria that you define

Use the

icon to collapse the search criteria bar out of the way, or expand it again if it is hidden.

Click the icons to bring up a dialog to edit each type of search criteria. The following types of search criteria are available for evaluations:

Users to restrict search results by selected users or all users. The user list contains users that have an Agent Evaluation license and are managed by the logged in user. Administrators are presented with all users that have an Agent Evaluation license.
Evaluator to restrict search results by evaluator or all evaluators.

You can use the Department, Location and Status filters or Search box in the User and Evaluator dialogs to restrict the user data displayed.

Workflow to restrict search results by workflow, or all workflows.
Scorecard to restrict search results by scorecard, scorecard category, or all scorecards. Selecting a scorecard category (highlighted in green) will include all scorecards in that category in the search results.

Evaluation Created Date to restrict search results by evaluation created date or all dates. The date criteria has the following options:
- Any to show all evaluations
- Last X Days to enter the number of days of data to display, counting back from today. Enter an integer in the range 0 to 10000, with 0 representing today.
- Range to define start and end dates using the calendar provided.
Evaluation Options contains some additional search filtering options. You can select one or more of the following options:
- Include Incomplete Evaluations if you want to include incomplete evaluations in the search.
- Include Complete Evaluations if you want to include complete evaluations in the search.