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Web: Create Evaluations from Templates

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

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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.
0_evaluation_from_template_by_button.png
2

Review and customize the evaluation

Once the evaluation is generated, you can review the details from the template:
  • Evaluation details:
    1_evaluation_from_template_evaluation_information.png
  • Instructions:
    2_evaluation_from_template_instructions.png
  • Questions:
    3_evaluation_from_template_questions.png
Make any necessary change if necessary.

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Option 2: Use on Evaluation Tab

1

Navigate to the evaluation tab

Go to the Evaluation tab and click the ”+ New Evaluation” button.
0_eval_from_temp.png
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.
1_2_eval_from_temp_selection.png
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:
1_evaluation_from_template_evaluation_information.png
  • Instructions:
    2_evaluation_from_template_instructions.png
  • Questions:
    3_evaluation_from_template_questions.png
Modify any details as needed for your specific requirements.
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