Searching Evaluations

To search for evaluations, click the Navigation 3 navigation icon. The Evaluations tab displays containing the search criteria bar and the search results table. To perform an evaluation search complete the following steps:

Define the search criteria
Click the Search button. The evaluations satisfying the search criteria are listed.

The Search results table displays containing all the data columns made visible in the Table Options dialog. The data items include:

Column	Description
Icon	An icon indicating the type of evaluation: Final evaluation Draft evaluation Calibration exercise AI generated evaluation
User Name	Name of the user being evaluated
Evaluator	Name of the supervisor performing the evaluation.
Assigned To	Restrict search results to the user or users to whom the workflow state is currently assigned.
Workflow	Name of the workflow being used for the evaluation (empty if not using a workflow)
State	Name of the workflow state the evaluation is currently in (empty if not using a workflow)
Scorecard	Name of the scorecard being used for the evaluation.
Mode	Displays whether the evaluation is in Draft, Final or Calibration mode.
Progress	Displays the progress percentage of Completed if the evaluation is complete.
Score	Displays the score for the evaluation.
Due Date	Displays the due date for the evaluation if one is set (only applies to certain workflow states or calibration jobs)
Created Date	Date the evaluation was created.
Modified Date	Date the evaluation was last modified.
Media Date	Date of the first piece of attached media used in the evaluation.
Notes	Note attached to evaluation.

Column

Description

Icon

An icon indicating the type of evaluation:

Final evaluation
Draft evaluation
Calibration exercise
AI generated evaluation

User Name

Name of the user being evaluated

Evaluator

Name of the supervisor performing the evaluation.

Assigned To

Restrict search results to the user or users to whom the workflow state is currently assigned.

Workflow

Name of the workflow being used for the evaluation (empty if not using a workflow)

State

Name of the workflow state the evaluation is currently in (empty if not using a workflow)

Scorecard

Name of the scorecard being used for the evaluation.

Mode

Displays whether the evaluation is in Draft, Final or Calibration mode.

Progress

Displays the progress percentage of Completed if the evaluation is complete.

Score

Displays the score for the evaluation.

Due Date

Displays the due date for the evaluation if one is set (only applies to certain workflow states or calibration jobs)

Created Date

Date the evaluation was created.

Modified Date

Date the evaluation was last modified.

Media Date

Date of the first piece of attached media used in the evaluation.

Notes

Note attached to evaluation.

Click on an evaluation search result to select it. Left click on a selected search result to bring up the context menu:

The evaluation search results context menu contains the following commands:

View to view the evaluation details.
Edit to edit the evaluation.
Delete to permanently delete the evaluation.

The evaluator is the only individual who has the ability to edit the evaluation by opening an edit evaluation page. If the evaluator is not the currently logged in user, then clicking the View button allows you to view the evaluation by opening an edit evaluation page in read-only mode.