Schedule Evaluate/Enquire activity from the quality calendar
From the quality calendar you can...
A) Set a completion date for an assessment and deep dive enquiry that already exists.
B) Set the creation date of a new assessment or deep dive enquiry.
The video below is an example of how you set a completion date to an existing Evaluate activity.
Once scheduled the date you have set will show on your Evaluate landing page.
If you chose to create a new assessment, the activity can be found in the Planned activity Tab.
To start the activity click create, refresh then go back to your Evaluate landing page and the assessment will be listed as the template name which was selected when you scheduled the activity. Watch the video to see how to change the name.
To schedule a deep dive enquire you follow the same process. When it comes to select the type of activity just select enquiry rather than Evaluate. You will find the activity then listed in the Enquire tab in Evaluate
If you want to schedule a moderation or approval activity just select moderate or approve when it comes to the selection for 'action to be taken' - See below.
A) Set a completion date for an assessment and deep dive enquiry that already exists.
B) Set the creation date of a new assessment or deep dive enquiry.
A) Set a completion date for an assessment that already exists
The video below is an example of how you set a completion date to an existing Evaluate activity.
Once scheduled the date you have set will show on your Evaluate landing page.
B) Set the create date of a new assessment.
If you chose to create a new assessment, the activity can be found in the Planned activity Tab.
To start the activity click create, refresh then go back to your Evaluate landing page and the assessment will be listed as the template name which was selected when you scheduled the activity. Watch the video to see how to change the name.
To schedule a deep dive enquire you follow the same process. When it comes to select the type of activity just select enquiry rather than Evaluate. You will find the activity then listed in the Enquire tab in Evaluate
If you want to schedule a moderation or approval activity just select moderate or approve when it comes to the selection for 'action to be taken' - See below.
Updated on: 26/07/2022
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