| Table of Contents |
|---|
Introduction
The Evaluation module is a tool designed to automate the crew assessment process onboard. The module provides you with a customizable workflow that enables team or department leaders, who act as evaluators, to communicate and share evaluation forms. With this customizable workflow, the system captures evaluations from evaluators and an Evaluee. This feature allows approvers and shore-based supervisors to compare the evaluator's assessment with the crew member's self-assessment.
Workflow
The Evaluation module allows circulating evaluations between seafarers based on the predefined chain of approval. The involved participants are then represented as:
...
The evaluation workflow outlines different stages that an evaluation document undergoes during the assessment process. For instance, an evaluation might undergo multiple rounds of assessments before the Evaluator gives their approval. Once approved, the evaluation process progresses to the subsequent level in the Chain of Approval (CoA). The crew member's position determines the choice of appraisal template. Consequently, a single CoA can support multiple workflows.
Module Peculiarities
Evaluation Form Template
An evaluation form is based on a template containing one or more sections. A section describes the evaluation topic and exists out of several questions. The answer type defines the format of the question and can be a free text field, multiple choice, or a set of values.
The evaluation form is divided into two: the left contains the crew members' assessment, while the evaluator uses the right. Whether the evaluator and or Evaluee section is available is determined by the workflow stage.
Weighing Result
You can determine the evaluation form's score by considering the importance of answers, questions, and sections. Once done, the system calculates the weighted score for each question, which involves multiplying the actual percentage of the score by the question's weight. Then, it aggregates these question scores to calculate the overall score for the section. Similarly, the system computes the weighted score for each section, and by summing the scores for all sections, we arrive at the overall calculated score for the Evaluation form.
| Expand | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||
Qw=Question Weight Qsw = sum of the weight of all questions in the section Qs= Question score (Defined by the answer type) Qcw= Question calculated weight= 100/Qsw* Qw Qcs =Question calculated score= (Qcw/100) *Qs
Ss= Section score is the sum of Qcs Sw=Section Weight Ssw=sum of weights of all sections in the template Scw= Section calculated weight= (100/Ssw)*Sw Scs =Section calculated score (Scw/100) *Ss
|
Functionality
This section contains a description of the Evaluation features. By adhering to these guidelines, you will be on the right path to effectively utilizing the module.
...
My Evaluation (available to Coordinators and Subordinates). The tile displays a crew member’s ongoing and processed evaluations. For more information, see Evaluee Workflow.
Co-Workers Evaluations (available to Coordinators and Approvers). The tile allows the creation and management of evaluation forms. For more information, see Evaluator Workflow.
| Anchor | ||||
|---|---|---|---|---|
|
The Co-workers Evaluation tile is only available for Evaluators predefined in the Chain of Approval. For more information, see Define Chain of Approval.
...
Send evaluation forms to Evaluees and schedule meetings to discuss details. For more information, see Send Evaluation Form.
Assess the Evaluee's skills based on the evaluation forms filled out by an Evaluee. For more information, see Execute Evaluation.
Check the status of evaluation forms sent to the Approver. For more information, see Check Evaluation Status.
| Anchor | ||||
|---|---|---|---|---|
|
As an Evaluator, you can send out the evaluation forms to . For this, on the toolbar, click Create Evaluation:
...
As a result, the evaluation form is sent to the Evaluee. The evaluation form status is set to Created:
...
| Anchor | ||||
|---|---|---|---|---|
|
On sending the evaluation form to a crew member, as an Evaluator, you are waiting until the evaluation form is filled out and sent back to you for review. To review and process the evaluation form, navigate to Evaluation > Co-workers Evaluation > Execute Evaluation:
...
REJECT sends the evaluation form back to a teammate. The evaluation form moves back to the previous stage.
CANCEL discards the changes made in the form.
APPROVE sends the evaluation form to an approver for further processing.
Check List of Co-Workers
Switch to the List of Co-Workers page listing your teammates based on the predefined chain of approval. For more information, see Define Chain of Approval.
...
In the list, you can check for whom you can create or execute evaluation forms.
| Anchor | ||||
|---|---|---|---|---|
|
As an Evaluator (coordinator), you can check the evaluation form status. For this, switch to the Status of Evaluation page that shows your teammates' evaluation forms and their current status:
...
As an approver, you can choose to view, approve, or reject the evaluation form by clicking the respective command.
| Anchor | ||||
|---|---|---|---|---|
|
The My Evaluation tile is intended for Evaluees required to pass an evaluation of their skills and/or performance.
...
Navigate to Evaluation > My Evaluation to view evaluation form(s) pending for processing:
...
Process Evaluation
On accessing the evaluation form, you can now proceed to fill it out. For this, first, make sure you are on the My Evaluation page displaying evaluation form thumbnails :
...
SAVE stores changes made.
SUBMIT saves applied changes and sends a form back to an Evaluator.
CANCEL discards changes made in the form.
Housekeeping
This section enables you to perform a one-time setup of the module both in the Adonis Administrator Portal and Adonis Crew Portal.
Adonis Crew Portal Setup
To get started, log in to the APP Crew Portal. When the Home page appears, click the Evaluation tile:
...
On this page, click the Housekeeping tile to start configuring the module:
...
| Anchor | ||||
|---|---|---|---|---|
|
On defining the chain of approval in the Adonis Administrator Portal (see Define Chain of Approval), you need to separately define the workflow between a coordinator, a subordinate, and an approver. For this, navigate to the Evaluation module > Housekeeping > Setup Workflow:
...
| Info |
|---|
You can reorder the created stages by dragging and dropping them. Reordering applies to all the stages except for Created and Approved. |
Create Template
You can create different templates for electronic forms intended for evaluating crew members' performance.
...
On adding all the template components, refer to Compose Template to get to know how to create a template.
| Anchor | ||||
|---|---|---|---|---|
|
To add form answers, first, navigate to Evaluation module > Housekeeping > Template. The Answer tab then opens up:
...
As a result, a new record becomes available on the Answer tab.
| Anchor | ||||
|---|---|---|---|---|
|
To add form questions, first, navigate to Evaluation module > Housekeeping > Template > the Question tab:
...
When completed, click SAVE. As a result, a new record becomes available on the Question tab.
| Anchor | ||||
|---|---|---|---|---|
|
To add form sections, first, navigate to Evaluation module > Housekeeping > Template > the Section tab:
...
When done, click SAVE to add a new form section to the table.
| Anchor | ||||
|---|---|---|---|---|
|
To create a form template, first, navigate to Evaluation module > Housekeeping > Template > the Template tab:
...
When done, click SAVE to add a new template to the table.
| Anchor | ||||
|---|---|---|---|---|
|
After defining various workflows and composing templates, you can now specify a workflow and a template based on which crew members are to be evaluated. For this, navigate to Evaluation module > Housekeeping > Selection Criteria:
...
When completed, click SAVE to add a new evaluation rule to the table:
...
Adonis Administrator Portal Setup
This section will walk you through the setup required in the Adonis Administrator Portal.
| Anchor | ||||
|---|---|---|---|---|
|
To get to know how to organize the hierarchical dependency of the approval chain, see Define Chain for Vessel.
...