Standing in for Evaluator

The Approver workflow in the Evaluation module has been changed. From now on, Approver is able to submit the documents instead of Coordinator(s).

In case Coordinator leaves their position during an ongoing activity, Approver can take over the responsibility and manage the Evaluation forms submitted by Evaluee(s). This functionality ensures a smooth transition and continuity in managing ongoing evaluation forms even in case of urgent or unexpected Coordinator turnovers.

For this, it is enough to provide Approver with respective access rights. For more information on how to grant access, see Set Roles and Permission Levels.

Compile Evaluation Form Enhancements

To add a new evaluation rule, navigate to the Evaluation module > Housekeeping > Selection Criteria:NEW SELECTION CRITERIA. This opens the Create new selection criteria dialog:

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In the Details tab, fill in the following fields:

• Evaluation Rule Code. Enter a unique alpha-numeric code.

• Evaluation Template. From the drop-down list, select the evaluation template to be used.

• Evaluation Workflow. From the drop-down list, select the evaluation workflow to be used.

In the Criteria section, specify set the scenario according to which the evaluation form is to be sent to both offshore (crew members onboard a ship) and onshore employees (office employees).

To define the scenario for crew members' (offshore) evaluation forms, first, make sure you are on the Crew Criteria tab of the Criteria section. Then, fill in the fields as described below:

• Empty date. Select the checkbox if the evaluation form is to be sent randomly (without any preconditions).

• Criteria (available if Empty date is unselected). From the drop down list, select one of the options: After Sign-on, Before Sign-off, Today. By selecting the option, you can define when the evaluation form is applicable.

• Plus (available if Empty date is unselected). Enter the number of days following the event defined in the Criteria option.

• More Options. Click it to expand more options.

• Repeat. Select the checkbox to allow sending evaluation form on a recurring basis.

• Every (available if Repeat is selected). Enter the number of days to define the frequency for how often evaluation forms to be sent out (e.g. every 3 days).

• Until (available if Repeat is selected). From the calendar view, select the date until which the recurring event is to be carried out.

To define the scenario for office employees' (onshore) evaluation forms, first, make sure you are on the Emplyee Criteria tab of the Criteria section. Then, fill in the fields as described below:

• Empty date. Select the checkbox if the evaluation form is to be sent randomly (without any preconditions).

• Criteria (available if Empty date is unselected). From the drop down list, select one of the options: Contract Start date, Employment Start date, Today. By selecting the option, you can define when the evaluation form is applicable.

• Plus (available if Empty date is unselected). Enter the number of days following the event defined in the Criteria option.

• More Options. Click it to expand more options.

• Repeat. Select the checkbox to allow sending evaluation form on a recurring basis.

• Every (available if Repeat is selected). Enter the number of days to define the frequency for how often evaluation forms to be sent out (e.g. every 3 days).

• Until (available if Repeat is selected). From the calendar view, select the date until which the recurring event is to be carried out.

Now, switch to the Ranks tab to define the position(s) for which the evaluation form is applicable:

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To add a position, first, click NEW RANK. This enables editing the table fields:

• Code is fetched based on the position selected from the drop-down list in the Name column.

• Name. From the drop-down list, select the position for which the evaluation form is to be applicable.

Click Save next to the added record in the table.

When completed, click the SAVE button at the bottom of the dialog to add a new evaluation rule to the table:

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