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Evaluation method

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Location: Configuration arrowrgray Priority arrowrgray Evaluation method

 

Prerequisite:

Criterion

 

Overview:

Through this menu, create all the methods that can be used to determine the priority of the actions and plans included in the system. The methods created here will be associated, later, with the categories.

 

Specific buttons:

new

Click on the arrow located next to this button and select the desired option:

Add: Allows adding a new evaluation method. See more details on how to perform this operation in the Configuring the evaluation method section.

Add new revision: Allows performing a new revision on the evaluation method selected in the list of records. This button is only available if the status of the evaluation method is Released. See more details on how to perform this operation in the Revising an evaluation method section.

edit

Click on this button to edit the evaluation method selected in the list of records.

delete

Click on this button to delete the evaluation method selected in the list of records.

default

Click on this button to release the ongoing revision of the evaluation method that is selected in the list of records. 

report_config

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.

status

Click on this button to enable or 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.

copy

Click on this button to copy the evaluation method selected in the list of records. The start of the performed copy ID # will be "Copy of", facilitating the identification.

 

Use the "Search filters" to easily retrieve records based on specific information.