Evaluations
      Back to home
      1. Knowledge base
      2. Learning Objects
      3. Evaluations

      Create an Evaluation

      Evaluations provide a way to standardize the collection of information about a course or instructor, student or employee performance.

      The steps you'll need to follow to create an evaluation:

      1. Configure Rating Types (separate guide)
      2. How to Add a New Evaluation
      3. Add Questions to an Evaluation
      4. Add an Evaluation to a Course (separate guide)

      To locate Evaluations that already exist in your site or to create a new Evaluation:

      1. Using the Advanced View, click on the Learning Objects Dropdown Box and select Evaluations.
      2. This will bring up the Evaluation List screen which displays Evaluations that were previously added to the system.

      screenshot03_new-1

      How to Add a New Evaluation

      To add a New Evaluation

      1. Click on the New button near the top right of the screen.
      2. This will launch the Evaluation Details screen.
      3. Complete the required fields Entity Type and Evaluation name.
      4. Enter the optional field information.
        The level of detailed entry will vary based on your organizational needs and the specific fields (attributes) shown may vary depending on the Evaluation Entity Type selected. 
      5. When complete, click Save.

      6. The Evaluation is now created, and the system will display the completed Evaluation Details page (You can see the Evaluation Name in the upper left-hand corner) in read- only mode. The Evaluation will also be available in the Evaluation List. 

      Now that the settings for the Evaluation have been configured, questions need to be added to the evaluation. 

      screenshot04_new-1

      Description of Evaluation Fields

      • Entity Type – The type of Evaluation, such as Course, Instructor, and Course & Instructor.
      • Evaluation Name – A name for the evaluation. Follow organizational naming conventions. Best practice recommendations include being consistent and using names that will be easily recognizable in future keyword searches.
      • Header – This would be the text showing at the top of the evaluation.
      • Show Header – Checkbox that if enabled shows the header text at the top of the evaluation. If not selected, no header will show.
      • Show General Comments – A checkbox that if enabled shows a textbox in which the user can enter general comments.
      • Show Exercise Comments – A checkbox that if enabled shows a textbox in which the user can enter data calculations.
      • Show Management Comments – A checkbox that if enabled shows a textbox for manager comments.
      • Show Instructor Comments– A checkbox that if enabled shows a textbox for instructor comments.
      • Show Content Comments– A checkbox that if enabled shows a textbox for content comments.
      • Reminder - Dropdown box that allows association of a reminder with completion of the evaluation. Selection is from an existing set of reminders created in the LMS system.

      Specific to 360 Degree Performance Management Evaluations

      • User Evaluation – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Weight – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Manager Evaluation – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Weight – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Subordinate Evaluation – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Weight – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Peer Evaluation – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Weight – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Compensation – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Merit Based – Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details
      • Manager Rating - Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details.
      • User Rating - Part of the 360 Degree Performance Management Module of the TMS (Talent Management Suite). Please see separate guide for details

      Specific to Course/Instructor Evaluations

      • Course Rating - A selection of checkboxes representing various course ratings created in the ratings type section of the LMS.
      • Instructor Rating - A selection of checkboxes representing various course ratings created in the ratings type section of the LMS (only accessible if an instructor or course & instructor type are selected).

      Specific to Look & Feel

      • Use Template - Allows you to import a template for a customized evaluation “look and feel”.
      • Template Location – The file directory location of the template file. Clicking browse will provide a familiar windows explorer file tree to allow finding location of the template file.
      • Template – A textbox where html code can be manually or auto (see template location) loaded to ensure the evaluation has a custom look and field.

      Add Questions to an Evaluation

      Upon creation of an evaluation or when selecting an evaluation from the Evaluation List, a new section will appear just above the Template text box. This section - Available Evaluation Question - will allow the designer to add specific questions to the evaluation. 

      To add a New Question

      1. Click the New Question button on the right side of the Available Evaluation Question section (about ½ down the Evaluation Details page).
      2. This will bring up the Evaluation Question / Question Details popup page.
      3. Enter the required Question and Entity Type information.
      4. Enter any optional information.
      5. Click the Save button located near the top right of the screen.
      6. The Question has now been created and the system will display the completed Evaluation Details page (You can see the Evaluation Name in the upper left-hand corner) in read / only mode and the question will appear in the Available Evaluation Question Section.

      screenshot06_new

      Question Detail Fields

      • Question*- A text box where the creator can type in the question to be asked of the evaluator (e.g. “How would you rate the instructor’s performance?”) or comments or directions to help the evaluator respond (e.g. “Please enter comments to help make our course better.”)
      • Rating - A text box that will list a single or group of predefined ratings that the creator can populate or remove using the Add / Remove buttons (and associated dialog). Note, ratings added in this section will override defaults created in the previous section and can allow for different answer types in a single evaluation.
      • 'Entity Type*- A dropdown box allowing the creator to select the type of entity to which the evaluation applies. Types may include: Course, Course and Instructor, Instructor (The TMS system also ads Organization Goal, Personal Goal and User).
        Note: When selected various other attributes described in this table may or may not be visible / enabled
      • Question Group – Allows the grouping of questions for both ordering and later reporting purposes.
      • Display Order – the order in which the question will display within the evaluation / question group grouping.
      • Weight- The particular weighting of this question as part of the scoring of all the questions in the evaluation
      • Show Comments – If selected, a comments textbox will be shown in which the user can add comments.
      • Force Comments – if selected, the user MUST enter comments in the comments textbox or an error message will pop up and prevent the user from saving the evaluation.
      • Exclude from calculation- if selected, will exclude this question from the scoring system of the evaluation.
      • Hide Ratings – if selected, will hide the rating types from the user. Often used with comment boxes where no associated rating is needed (e.g. “Please enter comments below”)
      • Multiple Ratings Selection – if selected, will allow the user to choose more than one response from the list of rating types.
      • Min. Score Force Comments – textbox to enter a numeric minimum score where if the user selects a rating type with a value below that score, they will be required to enter comments.
      • Max. Score Force Comments – textbox to enter a numeric maximum score where if the user selects a rating type with a value above that score, they will be required to enter comments.
      • Optional- If selected will allow the user to skip the question and not have to answer it.

      Editing and Deleting Questions

      If you want to edit the question, click on the pencil icon on the right side of the question.

      If you want to Delete the Question, click on the red (X) icon on the left side of the question.

      To add another question, click on the New Question button and follow the steps outlined above. 

      Note: You may also use the Save and New button, when enabled, to save a question and directly set up a new question.

      Repeat the above steps until all questions associated with this evaluation have been entered and saved.

      Previewing the Evaluation

      Saving Questions or the evaluation will take you out of Edit mode.

      Once back on the Evaluations Details screen, you can click the Preview button to see a preview of the Evaluation.

      screenshot05_new

      Now that the Evaluation is configured it can be associated with courses/learning objects across the site.