Purpose Statement

The Evaluation List allows users to view, manage, and complete assigned evaluations in the Evaluations Module. This page helps evaluators and administrators quickly identify evaluations that are not started, in progress, completed, awaiting signatures, or overdue.

The Evaluation List supports efficient tracking of evaluation assignments, signature completion, and evaluation status so departments can maintain accurate training and performance documentation.

Background Information

The Evaluation List is the central location for assigned evaluations. From this page, users with the appropriate access can assign, view, edit, print, sign, and begin evaluations.

Common uses for the Evaluation List include:

• Reviewing assigned evaluations
• Identifying evaluations awaiting signatures
• Locating overdue evaluations
• Beginning an evaluation
• Printing evaluation overviews or completed results
• Reviewing evaluation scoring type and status

Required Permissions

Users must have access to the Evaluations Module and the appropriate evaluation-related permissions based on their role and responsibilities.

Exact permission names may vary by agency configuration. Contact your system administrator to confirm the correct Evaluation permissions are enabled for the user’s role.

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Step-by-Step Guide

Navigate to the Evaluation List

• Select the Evaluations Module from the main navigation menu.
• Select Evaluation List.
• The Evaluation List will display all evaluations assigned to the user or available based on the user’s permissions.

Review the Default Evaluation Filters

• At the top left of the Evaluation List, use the available default filters to quickly review evaluation assignments.
• Select All Evaluations to view the complete list of evaluations available to the user.
• Select Pending Signature to view evaluations that are awaiting signatures.
  • This may include evaluations with a status of Not Started or In Progress.
• Select Overdue to view evaluations that are past their due date and require attention.

Search and Filter the Evaluation List

• Use the Search field at the top right of the page to locate a specific evaluation.
• Use the available Filters to narrow the list by evaluation details such as status, assignment, or other available filter options.
• Review the updated list results.

Open the Actions Menu

• Locate the evaluation you want to review or manage.
• Go to the Actions column.
• Select the left arrow to display the available action icons for that evaluation.

Use the Available Evaluation Actions

1. Select the Print icon to open an evaluation overview.
2. Select the Print Results icon to print the completed evaluation results.
   1. This option is available when the evaluation status is Completed.
3. Select the Pen icon to add a required signature.
4. Select the Play icon to begin the evaluation process.
5. Select the View icon to open administrative-level information about the evaluation type.
6. For more information about evaluation types, review the related articles for the Evaluation Library.

Review the Scoring Type Column

• Use the Scoring Type column to identify how the evaluation is scored.
• Standard Scoring is used when the evaluation is completed using a defined scoring method, such as pass/fail, checklist items, or standard point-based scoring.
• Rubric Scoring is used when performance is measured against defined criteria or rating levels.
• Rubric scoring helps evaluators apply consistent scoring standards across users, skills, or competencies.

Review the Status Column

• Use the Status column to review the current progress of each evaluation.
• Completed means the evaluation has been finished.
• Not Started means the evaluation has been assigned but has not yet begun.
• In Progress means the evaluation has been started but has not been completed.
• Overdue means the evaluation has passed its due date and requires attention.

Best Practices

• Review the Evaluation List regularly to monitor pending and overdue evaluations.

• Use the default filters to quickly identify evaluations that need action, especially evaluations awaiting signatures or past their due date.

• Confirm the correct evaluation before selecting the Play, Signature, or Print icons.

• Use the Scoring Type column to understand how the evaluation should be completed before beginning the evaluation.

• Complete signatures promptly to avoid delays in finalizing evaluation documentation.

• Do not rely only on the full list view. Use search and filters to narrow results when managing a large number of assigned evaluations.

Troubleshooting & FAQs

Why can’t I see the Evaluation List?

You may not have access to the Evaluations Module or the required permissions to view evaluations. Contact your system administrator to verify your user role and permissions.

Why can’t I assign, edit, or sign an evaluation?

Your permissions may only allow you to view evaluations. Additional permissions may be required to assign, edit, complete, or sign evaluations.

Why is the Print Results icon unavailable?

Evaluation results can only be printed when the evaluation has been completed.

Why is an evaluation showing as Pending Signature?

The evaluation requires one or more signatures before it can be finalized. Pending Signature may include evaluations that are Not Started or In Progress.

What does Overdue mean?

An overdue evaluation has passed its assigned due date and should be reviewed or completed as soon as possible.

What is the difference between Standard Scoring and Rubric Scoring?

Standard Scoring uses a defined scoring method such as pass/fail, checklist, or point-based scoring. Rubric Scoring uses specific performance criteria or rating levels to evaluate the user more consistently.

Why can’t I begin an evaluation?

The evaluation may not be assigned to you, may already be completed, or your user role may not have permission to complete evaluations.