Evaluations

Create an evaluation

From the Documentation tab:

1.    Click on the “+” and select the “Evaluation” icon
2.    Search for the document title
3.    Select the document
 

Navigate through the table of contents

The table of contents is available by selecting the icon located to the left of the document title. It displays the different sections of the document and makes navigation easier.
 

Details and history

The “Details” tab displays the date/time of the last save, the document status, its signatories, attachments, and the nominal information. When a document is in draft status, a warning message is displayed.

From the "History" tab, you can view the different versions of the document (creation, finalization, correction, or cancellation) And the (i) allows you to close both tabs.

Previewing a document in draft mode 

The preview provides an overview of the information while drafting the document. The data is displayed and updated after saving.

Importing a history

Importing allows you to use finalized observations from another document, whether created by you or another professional. A message appears when opening the document, and clock icons indicate which data can be imported. For optimal use, it is strongly recommended to import the history as soon as the document is opened. After the import, the source name, date, and time of the data will be displayed. Depending on the context of the assessment, the information can be enhanced or deleted

To import:
1.    From the three-dot menu, select "Import History"
2.    Choose the source and the time
3.    Click Import
 

Import a section or an observation

From the three dots located to the right of a section or observation name, it is possible to import only a specific section or data point from the assessment.

Share a section

By clicking the three dots, it is possible to share a section of an unfinished document and make it available for data importation. 
Once shared, an icon will appear to the right of the section title.
 

Add a comment

You can add additional details to a section or observation using the "Comment" feature.
1.    Click on "Comments" from the three-dot menu
2.    Enter the information
3.    Confirm

The comment will appear below the section name and above the observation name.

Non applicable/Non evaluated

From the three-dot menu, you can assign a "Not Applicable" or "Not Evaluated" status to a section or an observation. Once confirmed, it will no longer be possible to enter information.
 

Reset 

This option allows you to remove the display of old values from summary views as well as from future imports.
After resetting, the observation will no longer appear in the summary view or be available for import.
Example: The Transfer Autonomy Level is removed from a form but still appears in the summary view.

Select the three dots, click "Reset", then finalize the document. The initial data entry from the list will be removed from the form, and the summary will be automatically updated.

Reset the value

From the three dots, it is possible to delete the values entered either by observation or by section.

Save and finalize

Saving allows the current draft of the document to be saved and made available for consultation (as a draft). When viewed, a message indicates that the document is not finalized.

A finalized document becomes read-only, and the user can no longer make changes unless a correction is made with justification.

Depending on the configuration, additional authentication with a password may be required when finalizing the document.