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# How to fill an evaluation?

|| Roles, that can do this: Agents (If given rights), Team leaders, Coaches, Unit supervisors, Company supervisors and Admin -users.

You can start filling an evaluation form from multiple places. The easiest way is to go to **Teams and agents** page and start an evaluation from there. 

|| Every form you start, will be automatically saved every 10 seconds. If you don't want to save the form go to the bottom of the form and select **Empty and delete form**.

![](https://storage.crisp.chat/users/helpdesk/website/-/3/0/1/a/301afad5169b9000/starting-an-evaluation-teams-a_1de9mnv.gif)

### Filling an evaluation form's basic information
* **Evaluee** will show you the persons name your evaluating. If you need to change it, just click the name. 
* **Event date** you can change freely alongside with the time. 
||| Please notice, that the evaluation will go the time period of you choosing! 
* **Dimensions** are the sorting options that you can use to sort results in reporting. If there is a red star next to it, this means the dimension is mandatory to fill. 

### Filling the evaluation part
* The form might have different sections and under each sections there are the evaluation questions and options. 
* Coloring of the evaluation options are Green = Most points, Blue = Second most points, Red = Least points or 0 points.
* If you see i -icon next to the question, take the cursor on top of it and you will see the information behind the question.
* If there is a text field under the question, you can write information on it. 
|| Please notice, that if the agent has logins to QualityDesk, they will see the saved forms and written texts on the form. 
* If you're filling a self-evaluation as an agent, you can use the possible text field to write messages to your team leader. 
* Each evaluation question has points, that will turn into percentage, and maximum percentage an evaluation can have is 100%.
* There might also be **Bypass** -option on the section or in the question. If you select **Bypass** in the section, it will remove the section and the questions under it, away from that evaluation and the points will be removed as well. 
* If you see a red flag next to a question, it means that the question is **Critical**. This means, that if you give a zero from the question, the whole form will be zero, no matter how you evaluate the other questions.
* At the end of the form, there is two text fields: **Comment** and **Feedback**. The **Comment** field is for supervisor-level users to put down their own notes and they are not visible for the agents. The **Feedback** field is to write down a feedback summary. 
|| Please notice, when the Agent is filling a form, he/she will not see a **Comment** field. 

### Saving the form
* At the bottom of the form you will see multiple options to safe the form:
* **Save** will save the form and you're re-directed to a list of users, where you can start a new form for a new user. 
* **Save and fill a new form for this agent** will save the form and reset the form. You can start immediately filling a new form for the same user.
* **Save and send to the evaluee** will save the form and send an email to the user to notify about a new form.
||| Please notice, if the user to whom you're filling a form doesn't have logins to QualityDesk, there is no **Save and send to the evaluee** button.
* **Save incomplete** saves the form as incomplete and no one else will see the form. 
|| When saved incomplete, the form is on the front page **Unfinished forms** box. You can open the from there and save it later. 
* **Empty and delete form** will delete the unfinished form.