Managing evaluation questionnaires

When a session is completed, an evaluation questionnaire can be filled in by participants in order to give their feedback about the session.

DMF 180321 TRAINING SESSIONS ASSESSMENTS

Prerequisites:

  • Trainee and trainer questionnaires must be created (see Evaluation).
  • If you want to send dunning emails, dunning templates must be set up (see Creating a dunning template).
  • If you want to send invitation emails, you must have created email templates with the Invitation to an assessment Rptdesign type (see Setting up report templates).

Reference

In order to send invitation and dunning emails, the EvaluationInvitation and EvaluationRelance batches must be set up.

For more information about these batchs, see EvaluationInvitation batch and EvaluationRelance batch.

1 Open the session and click on in the action bar.
2 Under the Evaluation tab, enter the information:
Field Description
Trainer questionnaire template

Enter the trainer questionnaire template relevant to the evaluation of the session.

The list displays the questionnaire templates in which the Trainer option is checked.

By default, the template entered automatically is the one for which the Trainer and Default options are checked in its record sheet. It can also be the only trainer template if there is only one.

Important

The questionnaire template cannot be modified if the invitation has been sent or if the participant has already completed the questionnaire.
Participant email invitation template

Enter the email template sent to participants so that they complete the questionnaire.

Note

You can click on to access options for publishing and designing the invitation email template for participants.
Time of day to send the email invitation

Select the time at which the invitation emails are sent.

If the field is not entered, the time taken into account is 00:00.

Important

Creating and setting up the EvaluationInvitation batch is necessary to send invitation emails. Without the EvaluationInvitation batch, the invitation email templates and the sending time for invitation emails entered do not have any effect.
Participant dunning process

Enter the participant dunning template.

The list displays dunning templates already created in Akuiteo.

By default, the dunning template entered automatically is the one for which Default is checked in its record sheet. It can also be the only dunning template if there is only one.

Note

You can click on to access options for publishing and designing the dunning email template for participants.
3 In the line of the Evaluation periods section, enter the information:
Field Description
Participant questionnaire

Enter the participant questionnaire template relevant to the evaluation of the session.

The list displays questionnaire templates in which Participant is checked.

By default, the template entered automatically is the one for which the Participant and Default options are checked in its record sheet. It can also be the only participant template if there is only one.
Proposed date

Select the date on which the evaluation period starts.

By default, the date entered automatically is the session's end date.

From this date, the evaluation questionnaire is available and participants and/or trainers can complete it. The State code cell displays In progress.

Before this date, the questionnaire is not available and the State code cell displays Not open.
Alert sent to manager

This column is related to the EvaluationAvertissement batch.

If this column displays Yes, an alert was sent by the batch to the session manager and to people who have already modified the session, in order to inform them that some participants do not have any email address entered in their contact's record sheet and thus cannot receive the invitation email to complete the evaluation questionnaire.

If this column displays No, no alert was sent to the manager.

Reference

To create and set up the EvaluationAvertissement batch, see EvaluationAvertissement batch.
Last dunning

This column shows the date of the last dunning email sent by the EvaluationRelance batch.
Number of P questionnaires answered This column shows the number of participants who have completed the evaluation questionnaire, compared to the total number of participants.
State code

This column shows the stage of the evaluation period:

  • Not open: The evaluation period has not started yet.
  • In progress: The evaluation period is in progress.
  • Closed: The evaluation period is completed and closed.
Paper only (participant)

Check this box if participants complete their questionnaire only in paper format.

If this box is checked, dunning emails are not sent to participants and the Number of P questionnaires answered stays at 0.
Label Enter the evaluation period's label.
4 In the action bar, click on .

The session and the evaluation information are saved.

To send invitation emails to trainers and participants so that they complete the evaluation questionnaire, it is necessary to:

Prerequisite: The evaluation period must be in progress.

1 Go to the Training Portal.
2 Log in with your credentials.
3 Complete the questionnaire.
4 Click on Validate.

The questionnaire is validated.

DMF 180321 TRAINING SESSIONS ASSESSMENTS

Prerequisites:

  • The evaluation period must be in progress.
  • At least one report template of the Participant questionnaire and/or Respondent questionnaire type must be set up (see Setting up report templates).

You can publish the evaluation questionnaire in paper format so that respondents can complete it by hand.

1 Open the session then the Evaluation tab.
2 Under the Evaluation periods section, right-click on the line of the evaluation period.
3 Click on Print the participant questionnaire or Print the respondent questionnaire.
4 Click on the desired report template.
5 Click on Print.

The questionnaire is printed. Participants and the trainer can complete it by hand.

You can close an evaluation period so that participants and/or the trainer can no longer complete the questionnaire linked to the evaluation period.

The EvaluationRelance and EvaluationEnvoiSyntheseSessionPeriode batches can close an evaluation period.

An evaluation period can be closed:

  • When the EvaluationRelance batch is run and the delay after the last dunning email sent entered in the dunning template has passed.
  • When the batch is run and the delai set up in the batch after the evaluation date has passed.
  • When the batch is run and all the participants have already completed the evaluation questionnaire, even if the trainer has not completed it yet.

Reference

To set up the EvaluationRelance batch, see EvaluationRelance batch.

To set up the EvaluationEnvoiSyntheseSessionPeriode batch, see EvaluationEnvoiSyntheseSessionPeriode batc.

DMF

180322 TRAINING SESSIONS CLOSE ASSESSMENT

An evaluation period can be closed manually.

1 Open the session then the Evaluation tab.
2 Under the Evaluation periods section, right-click on the desired line of the evaluation period.
3 Click on Close the selected assessment.
4 Click on Yes.

The evaluation period is closed.

Prerequisites:

  • Some people must have completed evaluation questionnaires.
  • A report template with the Overview of a group of sessions, Assessment summary or Overview of assessments for a session type must be set up.

The evaluation overview is a PDF file that allows you to see the details and statistics related to evaluation questionnaires that participants and/or trainers completed.

DMF

180707 TRAINING REPORTS ASSESSMENT RESULTS DASHBOARD

180321 TRAINING SESSIONS ASSESSMENTS
1 Go to Dashboard > Training > Assessments dashboard.
2 Select the desired filters and grouping criteria for the search results and press Enter.
3 If you want to include multiple evaluation periods, select the lines to include in the evaluation overview.
4 Right-click on the desired search results.
5 Click on either of these options:
Option Description
Print an overview of the selected periods

The evaluation overview will take into account all evaluation periods corresponding to the selected lines in the search results.
Print session summary

The evaluation overview will take into account the one session corresponding to the selected line.
Print the individual assessment record

The evaluation overview will take into account the answers of one participant corresponding to the selected line.
6 Select the desired report template.

The formats available depend on the report templates set up from the Desktop Application.

7 Click on Preview, Print or Send email.

The evaluation overview is published.

DMF 180321 TRAINING SESSIONS ASSESSMENTS
1 Open the session then the Evaluation tab.
2 Select one or more lines to include in the evaluation overview.
3 Right-click the desired evaluation lines.
4 Click on the desired option:
Option Description
Print an overview of the selected periods

The evaluation overview will take into account all evaluation periods corresponding to the selected lines in the search results.
Print session summary

The evaluation overview will take into account the session corresponding to the selected line.
5 Select the desired report template.

The formats available depend on the report templates set up from the Desktop Application.

6 Click on Preview, Print or Send email.

The evaluation overview is published.