The header of the form search can be sorted by the specific column titles: The Rotation, Evaluator, Target, Rotation Dates, Form, and Date Received


NOTE: When completing a sort, the numbers of the left side of each row, will stay associated with that row regardless of a sort. 

Radio Buttons: 

The radio buttons to the left of the row are for personal tracking purposes only. They do not hold any specific meaning within the system. The buttons can be white, green (clicking once), or red (clicking twice).

Sendout Type Letters ("s", "h", and "r"): 

Letters may appear after the radio buttons on the form search results page. These letters indicate what type of sendout the evaluation/assessment is. A key to these letters is included on all form search results.

• "s" indicates a single send meaning an evaluation was sent out using the Bulk/Single Send option.
• "h" indicates the evaluator in that row is the head evaluator for the form
• "r" indicates the form is a releasor form. (This functionality is not yet available)
  

Fwd Link: 

The fwd link allows the form to be sent to a different evaluator/assessor. The fwd function also works for distributers. Distributers will have a list of individuals of whom they need to distribute under the target category.  

1. Click fwd under the current assessor's name.
   
2. A pop up window will appear. In the pop up window, choose the new assessor. Click on the new assessor's name to fwd to them.
3. The new assessor's name will replace the former. In addition, the new assessor will get an email alerting them to the new item in their To Do page.
   NOTE: If a user is serving as a distributor on an evaluation workflow, but is unable to distribute that week, that user or another user with the same permission may forward the distributer list to the user providing coverage. (Example: If coordinators are providing coverage for each other, the forwarding can assist in ensuring all distributions are met).
   
   

"e": 

The "e" link send an individual email reminder to the evaluator/assessor.

1. Click on the "e" next to the evaluator/assessor's name.
2. A pop up menu will appear to confirm the email.
3. Clicking yes, will send the the evaulator/assessor a reminder email. Clicking no will exit the menu and complete no further action.
   
   
   NOTE: There is an option to bulk send emails using the Bulk Email Reminder button. This button will send an email to all those listed under the Form Search Results page who have not completed an evaluation.
   

Edit (Rotation dates):

The edit button beside the rotation dates allow you to change the rotation dates on the form. Changing the date on one form row will only impact the individual form. 

1. Click Edit.
2. A Calendar window will appear. Select the updated dates of the rotation.
   
   
   
3. Then click ok.
4. Editing the rotation dates will impact the header of the form which assessors/evaluators can view.
   

View: 

The view button allows the user to view completed forms. If a form is anonymous, this view may not be available.

Form Status:

Indicates the status of the form.

• Incomplete: Blank check box
  
  
  
• Incomplete and closed: Grayed out blank check box with the word "closed"
  
  
  
• Completed: Marked check box. This box can be clicked to review the contents of completed, non-anonymous forms. 
  

Reopen: 

The reopen button sends the saved evaluation form back to the evaluator's To-Do. The reopen action can only be done before the due date of the evaluation. To reopen forms past the due date. use the form hound. 

Delete: The delete button removes evaluation forms from the evaluator's To-Do. Deleted evaluations using the individual delete method will still show in the form search results and may be undeleted. 

Undelete: The undelete button sends a previously deleted evaluation form back to the evaluator's To Do.