Evaluation Templates

Create a new evaluation template

Create an Evaluation Template

Select Evaluations from the Organization menu.

Select the Add Evaluation Template button.

Enter a name for the Evaluation template.

Rating Scales

Optionally add a Rating Scale. 

You can add as many rating scales as needed by continuing to select the Add Rating Scale button.

Select the Delete button if you want to delete any created rating scales.

Questions

Optionally add a Question. 

Question types include:

• Open Ended/Comment allows professionals to enter text into the field.
• Rating Scale uses the rating scale feature.

Continue adding questions and selecting the type for each question, then select Save.

Select the Delete button if you want to delete any created questions.

Modify an Evaluation Template

To edit or delete an evaluation template, select the row action icon next to the name of the evaluation and select either edit or delete.

Preview the Template

You can also preview an evaluation template to see the evaluation from a professional's perspective.