Setup

Before getting started with the Appraisals datagroup, you need to perform an initial setup which includes:

Creating appraisal marks. For more information, see Inputting Appraisal Marks.

Adding appraisal codes. For more information, see Inputting Appraisal Codes.

Configuring appraisal views. For more information, see Defining Appraisals Views.

Besides, it is recommended to check some options which may affect the Appraisal datagroup functionality. For more information, see Hiding Appraisals.

Inputting Appraisal Marks

First, you need to input needed appraisals marks in the General Codes > Appraisals > Appraisal Marks.
You can define marks that can be given when evaluating crew members' traits. To do this, follow the steps below:

Go to the Setup ribbon tab > General Codes > Appraisals > Appraisal Marks.

Click New on the ribbon. Clicking the command makes the General Code Editor (Appraisal Marks) dialog appear:

In the General Code Editor (Appraisal Marks) dialog, fill in the following fields:

Code is a unique alpha-numeric APM code.
Text is the name of the appraisal code.
A sort is an order number of the code (where 0 means the first record in the list).
Is Passive. Specify whether the code is to be active or passive. Setting the option makes the code appear as disabled.
The alternative is an alternative name of the code.
The score is a numeric equivalent of the code. It is specifically intended for calculating an average score of appraisals.

Click OK to proceed.

As a result, a new code is added to the list of appraisal marks.

Inputting Appraisals Codes

You can list personal traits which can be evaluated in the datagroup and define which marks should be visible for these traits. To do this, follow the steps below:

Go to the Setup ribbon tab > General Codes > Appraisals > Appraisal Codes.

Click New on the ribbon. Clicking the command makes the General Code Editor (Appraisal Codes) dialog appear:

In the General Code Editor (Appraisal Codes) dialog, fill in the following fields:
Code is a unique alpha-numeric APM code.

 Codes with the Sort numbers between 900 and 999 are intended for the Drug and Alcohol view. For more information, see Appraisals#_Drug_and_Alcohol.

Text is the name of the appraisal code.
A sort is an order number of the code (where 0 means the first record in the list).
Is Passive. Specify whether the code is to be active or passive. Passive codes appear as disabled.
The alternative is an alternative name of the code.
Valid Marks. Click the Browse button to define the valid mark(s) for the code from the list of available marks (for more information on how to set up the list, see Appraisals#_Inputting_Appraisal_Marks):

Mandatory. Select the checkbox to make the field required.
Weight is a numeric value that allows defining an input quotient. It is specifically intended for calculating an average score of appraisals.

Click OK to proceed.

As a result, a new code is added to the list of appraisal codes.

Defining Appraisals Views

You may define one or more appraisal views.

This provides you with more control over users' access to various Appraisals data.

Each view will be shown as a separate tab in the Appraisals datagroup:

For every view, you can define what appraisal codes for which Ranks will be shown on a corresponding page.
Or you can create at least one view, name it ALL to store all appraisals.

If no view is defined, there will be a default Overview tab with default columns that you can hide/show if needed: