Evaluation Forms page

Roles, that can do this: Unit supervisor, Management and Admin -users (Team leaders and/or Coaches if given rights from Company settings)

The Evaluation Forms page provides a quick overview of all forms within the company. From this page, you can also easily activate or deactivate forms as needed.

Form Page Contents

Creation Date: Displays the form’s creation date and time. (A log of modifications can be found within the form itself.)
Lock Icon: If a lock icon appears next to a form, it means that responses have been submitted, so editing should be done with caution. If the icon is missing, the form has no responses.
Name of the form: Displays the name of the form.
Units: Shows which units the form is restricted to.
Roles: Indicates which roles can complete the form.
Status: Displays whether the form is Active (available for responses) or Deactivated (cannot be filled out).
Actions Button: Provides options for managing the form.

Managing Forms via the Actions Button

Edit – Opens the form for editing.
Show – Allows you to view the form structure. You can also export the form structure to Excel.
Copy – Creates a copy of the form and immediately opens it for editing.
Fill – Opens the form for completion. You must select the evaluatee from the dropdown list.
Passivate – Disables the form, preventing any further responses.
Delete Form – Admin users can permanently delete the form and all its responses from the system.

Viewing Form Structure

You can easily view a form’s structure by selecting Show from the Actions button.
The form structure can be exported to Excel by clicking Open in Excel from this view.

Updated on: 09/02/2025