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REACH > Evaluations

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KEY TOPICS:

  • Add an Evaluation
  • Use the Evaluations list
    • Filter the Evaluations List
    • Quick Link to Source Information
    • View an Evaluation

Evaluate Activities for Effectiveness

Once a entered on the Sources list (and associated with Activities), a recruiting Source may be assessed for effectiveness, using the Evaluations tab. While an Activity may be evaluated with a simple Score from Activities list, the Source may be evaluated here as a whole, based on regulatory and optional criteria.

Add (Perform) an Evaluation

Use the [Add Evaluation] button, which is located above the Evaluations list. On the Evaluation Information menu, select a Source, and Plan Date. This will cause the associated Activities to display for review.

Use the [Add Evaluation] button, which is located above the Evaluations list area, to open the Evaluation menus. First, enter Evaluation Information, including selecting a Source and entering an Evaluation Date.

Quick Tips: For more information on an Activity, click the link provided in the Activity Type column.

Perform an evaluation by Source Name by accessing any active Perform Evaluation link on the Sources tab list.

In addition, a simple Score (from one-half star to five stars) may be provided for an activity when it is added to the Activities list or it is edited there.

Navigate to the Criteria menu, and:

  • (Required) Click the number of stars that indicates your rating for all displayed Criteria. Then enter a Rationale for each Score. As scores are entered, the Average Criteria Score at the top of the menu will be updated to reflect the entries.
  • Click the [Save[ button.
  • The entry will be added to the Evaluations list, at the top. Once an evaluation is added, it can be edited, as described below, or deleted.

The evaluation can also be accessed by locating the Source Name on the Sources list, and clicking the associated [Plan Date], which is provided in the Last Evaluation column.

Use the Evaluations List

The Evaluations list can be sorted by Source name, Average Score, Evaluation Date, and Last Updated. Other tools include:

  • Filter the Evaluations List — A drop-down is available next to the tag line: Show Evaluations for. Select: All or a provided [Source Name].
  • Quick Link to Source Information — Click on a Source Name entry to return to the Sources list and review information on the Source.
  • View an Evaluation — Click on the [Expand] to display the Criteria, Score, and Rationale that were entered when the latest evaluation was performed.