My evaluations

The My evaluation report shows evaluations for responses provided by the signed on user only and is available for Supervisors and above only, by default.  It is accessible from Home>My evaluations.  This report is suitable for use by Regular staff but, because many customers will not want their Regular users to see it, if you want your Regular users to see this report, you will need to Grant them access to it in the Functions tab of their signon.

It shows the evaluation  rating, and comment if one was provided, in the selected date range for the signed on staff member.  Default sort order is the date and time of arrival of the evaluation with the most recent at the top but the report will remember your favourite sort order.

The “With comments only” tick box allows this report to be restricted to only evaluations where both a rating and a comment were provided.  When this box is unticked this report shows ALL evaluations received in the selected period, whether or not a comment was provided – important if you want to follow up on poor ratings even if an explanatory comment has not been provided.

In the top right of the screen are some Export options.  Clicking an Export option produces an Excel spreadsheet containing additional information such as the client contact details (if your System administrator has not denied that Function).

NOTE that some evaluation comments and “ratings” will arrive as text in imported emails.  To obtain best value from this report, it is important to train the staff who receive these notes about question updates or reopens that are actually evaluation comments, to copy and paste those comments into the Evaluation comment function using the [Client options] link in the Details tab for that Question, so they will appear in this report!  When the comment arrives as a reply email, the system can provide a Record as evaluation function option, in the Answer menu list, for reapplying that update as an evaluation.

For information about how these evaluation ratings and comments are provided see Client evaluation of the response.