Purpose Statement

The My Evaluations List allows users to view and manage evaluations where they are assigned as a candidate, listed as an evaluator, or included as an additional signatory.

This list view helps users quickly identify evaluations requiring action, review evaluation details, locate missing signatures, and access available evaluation actions based on their assigned permissions.

Background Information

The My Evaluations List is located under Evaluations > My Evaluations.

Users may see evaluations in this list when they are connected to the evaluation in one of the following roles:

• Assignee/Candidate: The user is assigned to complete or participate in the evaluation.
• Evaluator: The user is responsible for evaluating the candidate.
• Signatory: The user has been added as an additional signature on the evaluation.

Available options in the list view may vary by user role and permissions.

Required Permissions

Access to the My Evaluations List and related actions is permission-dependent.

Administrators should review the agency’s Training/Evaluations permissions in First Due and assign access based on the user’s role and responsibilities.

Video

Step-by-Step Guide

Navigate to My Evaluations

• Select Evaluations from the main navigation menu.
• Select My Evaluations.
• The My Evaluations List will open.

Review the Evaluation View Options

• At the top of the page, users can select different views to narrow the list of evaluations.
• All Evaluations displays all evaluations available to the user based on their permissions.
• My Assignments displays evaluations where the user is assigned as the candidate.
• Evaluations displays evaluations where the user is listed as an evaluator.
• Missing Signature displays evaluations that are missing a required signature.

Use Saved Views, Search, and Filters

• Use Saved Views to access previously configured views.
• Use the Search field to search within the current list view.
• Use Filters to narrow results based on available filter options.

Start a Spot Evaluation

• If enabled and permitted, select Start a Spot Evaluation from the top of the page.
• This allows the user to begin a spot evaluation directly from the My Evaluations List.
• For a detailed review of this process, see the related article on Assigning an Evaluation.

Review the My Role Column

• Use the My Role column to understand the user’s relationship to each evaluation.
• Assignee displays when the user is the candidate assigned to the evaluation.
• Evaluator displays when the user is listed as an evaluator.
• Signatory displays when the user has been included as an additional signature on the evaluation.

Use Available Actions

• The Actions column displays the actions available to the user for each evaluation.
• Depending on permissions, users may be able to:
  1. Print the evaluation overview.
  2. Sign the evaluation.
  3. Start the evaluation.
  4. View evaluation details.
  5. Delete the evaluation.
• Available actions may vary based on the user’s permissions, role in the evaluation, and the evaluation’s current status.

Best Practices

• Review the My Role column before taking action on an evaluation.
• Use My Assignments to quickly locate evaluations where you are the candidate.
• Use the Evaluations view to locate evaluations where you are responsible for evaluating another user.
• Check the Missing Signature view regularly to identify evaluations that still require signature completion.
• Use saved views and filters to reduce list clutter and quickly find relevant evaluations.
• Do not delete an evaluation unless you are certain it should be removed and your agency’s workflow allows it.
• Confirm user permissions if expected actions, such as signing or starting an evaluation, are not visible.

Troubleshooting & FAQs

Why can’t I see the Start a Spot Evaluation button?

The Start a Spot Evaluation button may only appear if the feature is enabled and the user has the required permissions.

Why don’t I see the same actions as another user?

Actions in the Actions column are permission-dependent. Your available options may differ based on your user role, assigned permissions, and your relationship to the evaluation.

What does Assignee mean in the My Role column?

Assignee means you are the candidate assigned to the evaluation.

What does Evaluator mean in the My Role column?

Evaluator means you have been assigned to evaluate the candidate for that evaluation.

What does Signatory mean in the My Role column?

Signatory means you have been added as an additional required signature on the evaluation.

Why is an evaluation showing in Missing Signature?

The evaluation is missing one or more required signatures. Open the evaluation details or use the available signature action to determine what is needed.

Can I delete an evaluation from My Evaluations?

You may be able to delete an evaluation from the Actions column if your permissions allow it. Follow agency policy before deleting evaluation records.