Evaluations Tab

You must have the default Administrator role or a custom role that includes the following permissions to use the Evaluations tab:

  • Quality > Evaluations > Full Control
  • Evaluation Forms > Full Control
  • The Evaluations tab shows records of current and past evaluations with various status indicators. Ribbon bar button commands are offered to view Recent Evaluations, search for, create new, view, modify, delete, activate or deactivate existing evaluations. There are also buttons to email evaluations and to print or export a .pdf or .xls version of an evaluation.