Purpose Statement
The Evaluations Setup section allows administrators to configure notification preferences, manage Authorities Having Jurisdiction (AHJs), and create custom code types used throughout the Evaluations module. Proper configuration ensures evaluators, trainees, and other stakeholders receive timely notifications and that evaluations can be associated with the appropriate governing standards, certifications, and agency-specific requirements.
Background Information
Before using the Evaluations module, departments should configure their notification settings and establish any applicable AHJs and code types. These configurations provide the foundation for assigning evaluations, tracking compliance with training standards, and organizing evaluation criteria.
The Evaluations Setup area contains three primary configuration sections:
- Notifications
- AHJs (Authorities Having Jurisdiction)
- Custom Code Types
Important Note:
Evaluation Groups are configured separately from Notifications, AHJs, and Custom Code Types. To learn how to create and manage Evaluation Groups, please refer to the Evaluations Setup: Evaluation Groups Knowledge Base article.
Required Permissions
Users should have administrative permissions that provide access to:
- Evaluations Module
- Evaluations Setup
- Notification Configuration
- AHJ Management
- Code Type Management
Administrators should verify users have the appropriate Evaluations setup permissions before attempting configuration.
Video
Step-by-Step Guide
Configure Evaluation Notifications
Notifications can be sent when a user is assigned to an evaluation.
Navigate to Evaluations > Setup > Notifications
Enable the Assignment Notification Option
- Toggle on Assigned user(s) to Evaluation.
- Generates a system notification, email, or both whenever a user is assigned to an evaluation.
- Choose how notifications should be delivered:
- System Notification
- Email and System Notification
- Determine whether the assigned user should receive a notification when an evaluation is assigned.
Select Notification Recipients
- Select the add button to the right of the recipient field
- From the modal that opens, select users to receive the global notification.
- This area is generally reserved for Admins and Training Officers as each time an evaluation is assigned, the users selected here will be notified.
Save Notification Configuration
Best Practices
- Configure notification recipients before assigning evaluations.
- Include supervisors, trainers, or FTO personnel in notification groups when appropriate.
- Maintain consistent naming conventions for code types.
- Include detailed descriptions to help users understand the purpose of each code.
Troubleshooting & FAQs
Why are users not receiving evaluation assignment notifications?
Verify that notifications are enabled, recipients have been selected, and the configuration has been saved.
Can notifications be sent through email?
Yes. Notifications can be configured as system notifications only or as both email and system notifications.