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Configuring an evaluation method

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To add a new evaluation method, click on the new button on the main toolbar. To edit the data of a method, select it in the list of records and click on the edit button.

 

On the screen that the system will open, enter an ID # and a name for the evaluation method. The Type field indicated the evaluation type (in this case, "Quantitative").

 

metodo_avaliacao_portfolio

 

Save the record. At this point, the following tabs will be available to be configured:

hmtoggle_arrow1Quantitative
hmtoggle_arrow1Result
hmtoggle_arrow1Description

 

After performing all necessary configurations, save the record again.