Evaluations

Understand the concept of evaluation

Open Administration > Evaluation > Evaluations

An evaluation in Syfadis is

1. A Back-Office Evaluation sheet, with Front-Office and Back-Office publication.

2. A Front office catalogue of evaluations.

3. Evaluation sessions with an evaluator (trainer).

4. There are three ways to register for an evaluation in Syfadis:

• Self-service registration for an evaluation for the employee or manager,

• Front Office registration via registration requests on a Catalog evaluation,

• Back-Office registration on a trial session.

The employee evaluation should not be confused with an end-of-training evaluation.

The process of creating scorecards and managing the evaluation is similar to the process of creating and managing training courses.

Search for an evaluation quiz

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The Evaluation tab appears on the screen with the evaluation information.

Create an evaluation quiz

Open Administration > Evaluation > Evaluations

Procedure

1. Click New.

2. Fill in the required fields on the form.

3. Click Save.

4. Click on the Design tab and refer to the chapter: Managing Quizzes to build the quiz.

Additional Information

Within an evaluation, a quiz can only be taken once. When the user is finished, the evaluation disappears from the list of registrations. This is the reason why we recommend using the quiz option, one answer per question is mandatory for evaluations.

Any quizzes and questions created through evaluation are stored in the Studio, in the Asset Library, and in the Question Library.

Edit an evaluation quiz

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The Evaluation tab appears on the screen with the evaluation information.

4. Click the Design tab.

5. Once you've made the change, click Save.

• A confirmation message appears.

Additional Information

If you change the content of the quiz in evaluation and this quiz is used in the Learning module, the changes made will impact the training (after the module is released) and the evaluation.

Don't forget to put the quiz into production. Any learner who has not started their evaluation will benefit from the update. However, any learner who has started it will remain on the previous version of the quiz.

Create an evaluation session

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The evaluation tab appears on the screen with the evaluation information.

4. Click on the Sessions tab.

5. Click New.

6. Fill in the required fields and click Save.  The information to be completed on the evaluation session form is at least: the name of the evaluation session, the registration method and the start date of the session. Don't forget to change the reviewer if you're not the one marking the reviews.

The Registration Mode field allows you to distinguish between sessions used for registrations made in the back office, those carried out in self-service and those made via registration requests.

Verification

A confirmation message appears on the screen.

Additional Information

If no self-service registration mode session exists when a learner clicks the Self-Service button from the catalogue, a self-service registration modality session will be created automatically by the platform.

Or

1. Open Administration > Evaluation > Evaluations

2. Click New.

3. Fill in the required fields and click Save.

Search for an evaluation session

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The evaluation tab appears on the screen with the evaluation information.

4. Click on the Sessions tab.

The Session tab appears on the screen with information about the evaluation session(s).

Or

• Open Administration > Evaluation > Evaluations

Procedure

• Select the desired evaluation session from the list, then click the See the evaluation button.

• The Session tab appears on the screen with information about the evaluation session(s).

View or edit the evaluation session sheet

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The evaluation tab appears on the screen with the evaluation information.

4. Click on the Sessions tab.

5. The Session tab appears on the screen with information about the evaluation session(s).

6. Select the desired evaluation session from the list, then click the See the evaluation button.

7. Edit the desired data and click Save.

Verification

A confirmation message appears on the screen. 

Or:

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired evaluation session from the list, then click the See the evaluation button.

2. The Session tab appears on the screen with information about the evaluation session.

3. Edit the desired data and click Save.

Verification

A confirmation message appears on the screen.

Delete a trial session

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The evaluation tab appears on the screen with the evaluation information.

4. Click on the Sessions tab. The Session tab appears on the screen with information about the evaluation session(s).

5. Select the desired evaluation session from the list, then click on the Recycle can icon.

Verification

A confirmation message appears on the screen.

Or: 

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired evaluation session from the list, then click the See the evaluation button.

2. The Session tab appears on the screen with information about the evaluation session.

3. Select the desired evaluation session from the list, then click on the trash can icon. A confirmation message appears on the screen.

Additional Information

By deleting an evaluation session, the registrations for the session are permanently deleted (physical deletion without the possibility of restoring the registrations).

Search for an evaluation session registration

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The evaluation tab appears on the screen with the evaluation information.

4. Click on the Registrations tab.

Verification

The learner or groups registered in the evaluation session appear in the list.

For each learner, the platform displays the start and end date of registration.

Additional Information

A user's or group's registration start date is the same as their evaluation access dates. If the session has not started, it is the same as the session start date.

If the session has started, this is the date on which the user is registered.

The default registration end date is the session end date.

Or:

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired evaluation session from the list, then click the See the evaluation button.

2. The Session tab appears on the screen with information about the evaluation session.

3. Select the desired evaluation session from the list, then click View Session.

4. Click on the Registrations tab.

Register a learner for a back-office evaluation session

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The Session tab appears on the screen with information about the evaluation session.

4. Click on the Registrations tab.

5. Click on the Register button.

6. A window appears to select the learners to register.

7. Choose from the search criteria:

   • The name of the learner to be registered

   • The number of the learner to be registered

8. Click the Search button and a list of learners matching the search criteria appears.

9. Select from the list the user(s) to register for the session, then click on the Validate button.

The registration page appears with the registrants.

Verification

A confirmation message will also appear.

Or

1. Open Administration > Evaluation > Evaluations

2. Select the desired evaluation session from the list, then click View Session.

3. Click on the Registrations tab.

4. Click on the Register button.

   • A window appears to select the learners to register.

5. Choose from the search criteria:

   • The name of the learner to be registered

   • The number of the learner to be registered

6. Click the Search button and a list of learners matching the search criteria appears.

7. Select from the list the user(s) to register for the session, then click on the Validate button.

Verification

The registration page appears with the registrants.

A confirmation message will also appear.

Register a group for a back-office evaluation session

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The Session tab appears on the screen with information about the evaluation session.

4. Click on the Registrations tab.

5. Click on the Register button. A window appears to select the learners to register.

6. Choose from the search criteria:

   • If you want to view the results as a flat list of groups without a tree, then choose to check List.

   • If you want to visualise the results in the form of a tree structure in order to visualise the group – subgroup dependencies: in this case, choose to check:  Tree. 

7. Specify in the drop-down list the type of group you wish to register: structure, institution, project, etc.

8. Click on the Search button

9. Select the group(s) to register for the session, then click on the Submit button.

Verification

• The registration page appears with the registrants.

• A confirmation message will also appear.

Additional Information

Beware of group registrations for evaluation sessions, because the batch computer processing (also called batch processing) refreshes these registrations every night depending on the closing date of the registrations (field of the evaluation session sheet) and the movements at the group level.

If a group is registered in a trial session that has passed its start date (the session has begun), then if a new member is added to that group:

• If the closing date on the evaluation session form has been filled in and has not passed, then the new member is automatically registered for the evaluation session.

• If the closing date on the session form has been filled in and has passed, then the new member is not registered for the evaluation session.

Edit an evaluation session registration

Open Administration > Evaluation > Evaluations

Procedure

1. Select the desired search criteria on the search page, then click the Search button.

2. Select the desired evaluation from the list, then click the See the evaluation button.

3. The Session tab appears on the screen with information about the evaluation session.

4. Click on the Registrations tab.

5. Click on the Register button to view the registrants for this evaluation session. The user registered in the trial session appears in the list.

Delete a registration

1. Select the learner from the list.

2. Click the Delete button.

3. A pop-up appears, confirm by clicking Ok.

   • A confirmation message appears on the screen.

   • The learner disappears from the list of registrants.

Change a trial session user(s)

1. Select the user(s) from the list.

2. Click on the Change Session button.

3. A confirmation message appears on the screen.

4. The user(s) disappears from the list of registrants.

Change view

1. Click the Change View button.

2. A new list of learners appears without distinguishing between individual and group registrations: all registered users are listed in alphabetical order.

3. Click the Change View button again to return to the default list of individual and group registrations.

4. To change the registration start and/or end dates for a user(s), or a group (after the registration closing date only): 

5. Select the user(s) or group from the list.

6. Click on the Edit Dates button. A window will open asking you for the new dates to assign to this user(s) or group (which appears as a list in the new window).

7. Fill in the dates and click on the Submit button.

   • The window closes and the list of registrants refreshes.

   • A confirmation message appears on the screen.

   • The user(s) concerned are left with new registration dates (registration start and end dates columns).