Add a New Evaluation to the Annual Report

  1. From the Annual Report overview page, open the Evaluation Reports module.
    View all Evaluations button
  2. The Evaluations list appears.
    To add a new Evaluation, click Add Evaluation. Alternatively, edit existing Evaluations by selecting the Edit Icon.
    Add evaluation button and edit saved evaluation
  3. To add an evaluation that has not previously been reported in the system, enter the name of the new evaluation and click Save. 
    Add Evaluation modal
  4. Once a new evaluation is added, the Basic Information section appears.
    A navigation menu is included in the left sidebar. A progress bar and page number are listed at the top of the section to indicate progress.
    Save and Continue
  5. Select the evaluation type on the Design & Summary section. Depending on which options you select, additional pages will populate prompting data related to your Evaluation. 
  6. Once all Evaluation details have been entered, the Mark as Complete section appears. This is the last step in adding a new Evaluation to the system. Click Mark as Complete to save and return to the list of Evaluations.
    Mark Evaluation as Complete
  7. Once all Evaluations have been entered, click Mark as Complete on the module to  return to the Annual Plan Overview. 

    Planned Evaluations Mark as Complete Button

    The Planned Evaluations module is now marked as complete. 
    View all Evaluations button