To add a new evaluation method, click on the button on the main toolbar. To edit the data of a method, select it in the list of records and click on the 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").
Save the record. At this point, the following tabs will be available to be configured:
This tab is divided in two sub-tabs:
Criterion
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In this tab, the criteria that will be available for selection during the evaluation must be defined. On the side toolbar, the following buttons are available:
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Click on this button to add a new criterion to the evaluation method. See further details about this operation in the Adding a criterion section.
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Click on this button to edit the data of the criterion selected in the list of records.
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Click on this button to disassociate the criterion selected in the list of records from the evaluation method.
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Operation
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Operation
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Add
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The values of each criterion will be added up.
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Multiply
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The values of each criterion will be multiplied.
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Equation
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A specific equation will be applied to the criteria values. In this case, click on the button displayed next to the Equation field that will be enabled.
On the screen that will be opened, assemble the desired formula. For further details about the formula editor and how to use it, refer to the Formula editor section.
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This tab displays the result options that may be associated during the evaluation. On the side toolbar, the following buttons are available:
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Click on this button to add a result option to the evaluation method. See further details in the "Adding a result" topic below.
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Click on this button to edit the data of the method selected in the list of records.
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Click on this button to delete the result selected in the list of records from the criterion.
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Click on this button to move the result selected in the list of records, up.
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Click on this button to move the result selected in the list of records, down.
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Adding a result
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To add a result option, click on the button on the side toolbar and, on the screen that will be opened, fill out the following fields:
Result data
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Name
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Enter a name for the result option.
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Lower limit
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Enter the initial value for this result option. Thus, when the evaluation reaches this value, this option will be assigned to the result.
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Color
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Select a color to represent the result during the evaluation.
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Description
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Enter important information about the result.
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After that, save the record. Repeat the procedure to add all desired results.
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In this tab, it is possible to record relevant information about the evaluation method.
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After performing all necessary configurations, save the record again.
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