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Location: Management  Evaluation planning
Prerequisites:
▪Evaluation plan ▪Configured employee profile (SE administration)
Optional:
Overview:
Through this menu, the teams responsible for the planning and evaluation plan may plan their execution. In the first quadrant of this menu, the system displays the search filters, which allow you to find the desired training more easily. In the second quadrant are presented the evaluation plans available for planning (those whose last execution cycle is closed, in planning or its execution has not been started), while in the third quadrant, the system displays the execution cycle of the evaluation plan selected in the second quadrant that has the "Planning" or "Start" status.
Specific buttons:
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Click on this button in the second quadrant to view the data of the evaluation plan selected in the list of records.
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Click on the arrow next to this button in the second quadrant to export the list of records displayed on the main screen to an Excel file, configure a new report, or associate an existing report, or to search the parameters that can be used in setting up new reports.
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Click on this button, located in the third quadrant, to add an execution cycle of the evaluation plan selected in the second quadrant. This button will not be enabled if the evaluation plan has a cycle in planning or to be started. See more details in the Adding an evaluation plan cycle section.
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Click on this button, located in the third quadrant, to edit the planning data of the evaluation plan cycle selected in the list of records. This button will only be enabled if the status of the execution cycle is "Planning".
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Click on this button, located in the third quadrant, to view the data of the cycle planning selected in the list of records. This button will only be enabled if the status of the execution cycle is "Start".
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Click on this button, located in the third quadrant, to delete the cycle planning selected in the second quadrant.
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Click on this button, located in the third quadrant, to close the planning of the cycle selected in the list of records and send it to the next configured step. See further details in the Finishing planning section.
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Use the "Search filters" to easily retrieve records based on specific information.
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