1.
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Select the initiative that will be evaluated from the list of pending records.
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2.
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First of all, click on the  button on the toolbar to display the initiative data screen. Access the Details tab  Evaluation section.
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3.
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In the Quantitative subsection, the criteria set in the evaluation method associated with the initiative type will be displayed with its respective weights. In the Option column, select the desired value that will be attributed to the criterion.
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4.
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After completing all the fields, click on the  button on the side toolbar to save the values. The weight of a criterion will be multiplied by the value of the option selected in the respective column, and the products will be calculated according the configuration set in the evaluation method, so that the final result is obtained.
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5.
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Then, on the initiative data screen toolbar, click on the  button.
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6.
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After that, access the Evaluation Evaluation method section, where the following fields will be displayed:
Evaluation method: This field is filled in by the system with the evaluation method that has been associated with the initiative type and used in its evaluation.
Result: The following fields are filled in by the system based on the result of the calculation performed with the values entered in the Quantitative section:
▪Value: This field displays the final result of the calculation of the values entered in the evaluation. ▪Option: This field displays the result option configured in the evaluation method applied to the value entered in the previous field.
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7.
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Save the record and close the data screen after completing the necessary fields.
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8.
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After evaluating the initiative and selecting it from the list of pending records, click on the  button on the toolbar.
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9.
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At this point, the system will display the closure screen of the initiative evaluation in question. Refer to the Finishing the initiative evaluation section for a detailed description on how to fill in the fields on this screen.
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10.
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After filling in the necessary fields, save the record. At this point the system will notify on the completion of the evaluation.
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11.
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When you click OK, the task will be executed and the initiative will be sent to approval by the due responsible parties. However, when you click Cancel, the initiative will remain pending in the list of records until a member of the evaluation route sends it to approval
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