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The Evaluations tab in the People Edit Mode allows you to track the evaluations of professionals by matter.
The grid on this tab is read-only. Click New to open a page with data entry fields. Click on a record to open a page to make changes to the selected record.
Fields
Matter Name – The matter for which the person's job performance is being evaluated.
Evaluation Rating – An indication of the person's performance.
Evaluation Date – The date the person's performance was evaluated.
Evaluator – The name of the person evaluating the performance.
Entered by – The user login ID of the person entering the information.
Entered Date – The date the information was entered.
Buttons
New – Click to create an evaluation record for the person.
Delete – Click to remove the selected evaluation record for the person.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.