Evaluation plan

Prerequisites:

Optional:

▪Process (SE Process)

▪Category (SE Action plan)

▪Process activity (SE Process)

▪Survey template (SE Survey)

Use this menu to create all plans through which the evaluations conducted with the employees through the system will be configured.

	Click on this button to create an evaluation plan. See more details about this operation in the Adding an evaluation plan section.
	Click on this button to edit a selected evaluation plan in the list of records.
	Click on this button to delete record the evaluation plan selected in the list of records. To effectively delete it, it is necessary to confirm the request made by the system.
	Click on the arrow next to this button 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 search for the parameters that may be used in the configuration of new reports.
	Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.
	Click on this button to add a new evaluation plan from the copy of a plan already created in the system. See how to perform this operation in the Copying an evaluation plan section.