Self-Send Evaluation Setup

Note: the self-send function has its own set parameters for when the form opens and closes. The form will show up in the students' ToDo pages the first day of their rotation and will stay there until 30 days after they have completed their rotation. For more information on the student-interface of this functionality, see this KB. 

To set up a self-send evaluation:

1. Navigate to the "Setup" tab in the Header menu, then "Evaluation Workflow" on the left-side menu. For more instructions on the evaluation workflow process, see this KB. 
   
   
2. Find the rotation you want to set up this form for, and click "Add form".
   
   
   
   
3. Use the same parameters as you would if this form was not self-send, except for the distribution. For the distribution option, make sure schedule matching is NOT checked. Select the option: "There is no distribution required. This is a self send scenario." Then Save the form.
   
   
   
   
4. To finish setting this up, click on the hyperlinked "s" on the right of this specific form. 
   
   
   
   
5. A new tab will open and you will be prompted with: “Allow (evaluators) scheduled into this rotation to send forms to themselves.”
   
   
6. Select "Yes" and close the tab. 
   
   
7. Once you refresh your screen, you can see the "s" is now colored blue. 

Questions and Support