Learn how to create a custom evaluation within ApprentiScope.
Note: All programs/occupations, by default, have a pre-set evaluation tied directly to each on-the-job competency. However, this articles discusses Custom Evaluations, which can be created for broader evaluation needs.
Step 1: Navigate to the Evaluations tab
Note: If the Evaluations tab isn't displayed within your Sponsor view, you'll need to enable it within Settings & Permissions
Step 2: Click "Create +" in the top right corner
Step 3: Fill in the General Information Section
Note: Pay special attention to the Frequency and Access boxes, considering how often the evaluation will be used and which users you want to have access to complete the evaluation.
Step 4: Customize the Evaluation Questions
Note: Multiple-Choice and Short Answer Questions are available. Multiple-Choice questions will include a comment box after the answer choices. Multiple-choice responses can be edited by clicking the pencil icon on the far right or deleted by clicking the trash can. Add as many questions as you like.
Step 5: Scroll Back Up and Click Save; The New Evaluation will appear on the Evaluations page.
Step 6: An evaluation can be completed on the Performance Page (on blue navigation bar or under Activities-Performance on the blue navigation bar) OR on the Apprentice Profile Details page *under performance evaluations - new+)
Performance Page
- Click the "CUSTOM" tab at the top of the page.
- Click "Select Evaluation" next to the name of the apprentice for which you need to complete a Custom Evaluation
- Click the evaluation you need to conduct on the "Select an Evaluation" page.
Apprentice - Profile Details Page
- Click the apprentices name to access their profile details page.
- On their Progress tab, Scroll down to "Performance Evaluations" at the bottom of the page and Click NEW+
- Click the evaluation you need to conduct on the "Select an Evaluation" page.
