Purpose Statement

Evaluation Types in First Due allow agencies to review, manage, and complete structured evaluations for assigned members. This process helps training staff and evaluators access evaluation details, review checklist items, notify evaluators, print field-ready checklists, and complete or view evaluations from one centralized location.

Background Information

Evaluation Types are managed from the Evaluation Library within the Evaluations area of First Due. From the Evaluation Type view, users can review the configuration and assigned personnel connected to a specific evaluation.

This view provides access to key evaluation information, including:

• General evaluation details
• Checklist items
• Attachments
• Assigned evaluators
• Assigned members
• Evaluation status
• Print, evaluate, and view options

Evaluation Types are commonly used for field evaluations, skills checkoffs, training standards, competency reviews, and other agency-defined assessment workflows.

Required Permissions

Users must have the appropriate Evaluations permissions enabled to access and manage Evaluation Types.

Permission names may vary by agency configuration. If a user cannot access the Evaluation Library, view an Evaluation Type, edit details, or perform evaluations, confirm their role and permissions with an agency administrator.

Video

Step-by-Step Guide

Navigate to the Evaluation Library

• Go to Evaluations.
• Navigate to the Evaluation Library.
• Locate the Evaluation Type that needs to be managed.

Open the Evaluation Type

• In the Evaluation Library, find the desired Evaluation Type.
• Select the View icon.

The Evaluation Type view opens and displays the overall details for that evaluation.

Review or Edit the Evaluation Type

At the top of the Evaluation Type view, users can:

• Select Print to print the evaluation overview.
• Select Edit to make changes to the Evaluation Type.

Use Edit when details such as the description, category, standards, checklist, or assigned users need to be updated.

Review the General Tab

• Select the General tab.
• Review the Evaluation Type details.

The General tab may include information such as:

• Category
• Groups and Subgroups
• Description
• Critical Fails
• Standards
• Authority
• Code Type

Use this tab to confirm that the Evaluation Type is configured correctly before assigning or completing evaluations.

Review the Checklist Tab

• Select the Checklist tab.
• Review the checklist items associated with the Evaluation Type.

The Checklist tab provides an overview of the items evaluators will use when completing the evaluation.

Review Attachments

• Navigate to the attachments area for the Evaluation Type.
• Review any files or supporting documents associated with the evaluation.

Attachments may include reference materials, supporting documentation, forms, or other resources needed during the evaluation process.

Review Assigned Evaluators

• Select the Evaluators tab.
• Review the members assigned as evaluators for the Evaluation Type.
• Select Notify Evaluators to send a notification to the assigned evaluators.

Use this option when evaluators need to be reminded or informed that they are assigned to the Evaluation Type.

Review Assigned Members

• Select the Assigned List tab.
• Review the members assigned to the Evaluation Type.
• Use the search field to search for a member by name.
• Use the available filters to view members based on evaluation status.

This tab helps users monitor who is assigned, who still needs to be evaluated, and which evaluations have been completed.

Use the Action Column

In the Assigned List tab, locate the Action column for an assigned member.

Available actions may include:

1. Select the Print icon to print the checklist for use during field evaluations.
2. Select the Play button to evaluate the assigned member.
3. If the evaluation has already been completed, select the available option to view the completed evaluation.

Best Practices

• Review the General tab before completing evaluations to confirm the Evaluation Type is accurate.
• Confirm that checklist items are complete and clearly written before assigning members.
• Use attachments to provide evaluators with supporting documents or reference materials.
• Notify evaluators after confirming they are correctly assigned.
• Use filters in the Assigned List tab to quickly identify pending or completed evaluations.
• Print checklists when evaluations will be completed in the field or when a paper reference is needed.
• Avoid editing an Evaluation Type without confirming how the changes may affect assigned or completed evaluations.
• Regularly review assigned members to ensure evaluations are completed on time.

Troubleshooting & FAQs

Why can’t I see the Evaluation Library?

You may not have the required Training or Evaluations permissions. Contact your agency administrator to confirm your role has access to the Evaluation Library.

Why can’t I edit an Evaluation Type?

You may have view-only access. Confirm that your permissions allow you to edit or manage Evaluation Types.

What is the purpose of the View icon in the Evaluation Library?

The View icon opens the Evaluation Type details page, where users can review configuration details, checklist items, attachments, evaluators, and assigned members.

Can I notify all evaluators assigned to an Evaluation Type?

Yes. From the Evaluators tab, use the Notify Evaluators button to notify the members assigned as evaluators.

Where can I see which members are assigned to an Evaluation Type?

Assigned members can be viewed from the Assigned List tab.

How do I find a specific assigned member?

Use the search field at the top of the Assigned List tab to search by name. You can also use filters to narrow the list by evaluation status.

How do I print a checklist for a field evaluation?

Go to the Assigned List tab and select the Print icon in the Action column for the assigned member.

How do I start an evaluation for an assigned member?

Go to the Assigned List tab and select the Play button in the Action column for the assigned member.

How do I view a completed evaluation?

If the assigned member’s evaluation has been completed, use the available view option in the Action column to open the completed evaluation.