Web: Create Evaluations from Templates

There are two ways to create an evaluation using templates on the web:

Option 1: Use on Template Tab

1

Navigate to the Template tab

Go to the Template tab and locate the template you wish to use. Click the “Create evaluation using this template” button.

2

Review and customize the evaluation

Once the evaluation is generated, you can review the details from the template:

  • Evaluation details:
  • Instructions:
  • Questions:

Make any necessary change if necessary.


Option 2: Use on Evaluation Tab

1

Navigate to the evaluation tab

Go to the Evaluation tab and click the ”+ New Evaluation” button.

2

Choose the way of evaluation generation

You will be presented with two options. Select Choose a template and select the template you want to use.

3

Review and customize the evaluation if necessary

After selecting a template, the evaluation will be generated based on the template. You can review the following sections:

  • Evaluation details:
  • Instructions:
  • Questions:

Modify any details as needed for your specific requirements.