Mesmasters
Step-by-Step Set-up Guides for Administrators
Getting started with your assessments
Getting started with your Evaluate features - Participant and Readers
In this article you will learn about all the features available to you as an Participant or Reader. Working through each of the steps with help you understand how to complete your assessment. Step 1 Login Additional information- If you area partner owner, on your first login you will be asked to complete some information on your company. Evaluate - your assessment product Step 2 Your assessment Your owner will have already invited you to collaborate on one or more assesSome readersGetting started with your Evaluate features for moderator and approver
As you have been assigned the role of a moderator or approver let us look at the features Within the self assessment area you will see Moderator Screen A - Add comments C - Write summary D - Publish to E - Save F - Export to excel A. You can add, edit and delete comments to each of the keFew readersGetting started with your Evaluate features - For Owners
In this article you will learn about all the features available to you as an Owner. Owner permissions are given by your administrator, which allows you to import templates and invite users into your assessment Working through each of the steps with help you understand how to get set-up and provide a useful overview of owner features. Step 1 Login Additional information- If you area partner owner, on your first login you will be asked to complete some information on your company.Few readers
Assessment template explained
Your assessments enable you to collaborate with colleagues to evaluate your organisation, department or programme against a set of quality indications downloaded from our template bank. The number of assessments is linked to your subscription so if you run out just ask your administrator to send us an upgrade request via their administration control panel. This screenshot explains the main features in each assessment template. A - You will need to expand each Key Aspect to complete the sectiPopularSelf Assessment - upload and link evidence (library lite)
When completing your assessment you may want to link in additional evidence to support your judgements. You can begin to create your library of evidence for each individual assessment. To do this click on the Evidence tab as seen below.PopularEvaluative words
The newly introduced Evaluative Words Checker in Evaluate will assist you in ensuring that your Self Assessment narratives include more evaluative judgments and less descriptive content. You can now review your text in the ‘What we do well’ and ‘Areas for improvement’ sections to determine if it incorporates evaluative language. Simply click on the 'Check Text' button after selecting edit. We have curated a list of positive and negative evaluativSome readersCreating an activity from my self assessment and importing into my improvement plan
While working on your Assessment you may wish to create areas for development directly into your Improvement Plan.Some readersChanging the owner of your assessments
There are a number of reasons you may wish to change the ownership of an area to another user. For instance when an owner changes roles or leaves the organisation. For Admin you can change ownership via the Estate page. Owners have the permission to change the Ownership at any point in time. Follow these steps Step 1 Click on the assessment you want to change ownership for Step 2 Click on Change owner (https://storage.crisp.chat/users/helpdesk/website/2ab0e57e2f41d600/iFew readersBrowse themed enquiry data with in your assessment
Findings from your themed enquiries are now searchable through Evaluate. This allows you to utilise your data from previous enquiries to help you make a judgement in your assessment. A - This allows you to select a date range for your enquires. B - This allows you to select the name of the enquiries. C - This allows you to select by question. D - You can also select by tags, (taggingFew readersDeleting your assessment
Deleting your assessment You can only delete assessments if there is no data present. Step 1 Click into the assessment you want to delete Step 2 Click on manage area Manage area Step 3 Click on delete this area. You will be asked to confirm or cancel. (https://storage.crisp.chat/userFew readersArchiving an assessment
Archiving your assessment If you are the owner of the assessment you can archive via the assessment landing page If you are an admin you can archive assessments via the Estate page Step 1 Click into the assessment you want to delete Step 2 Click on manage area (https://storage.crisp.chatFew readersQ - How can I make the text boxes bigger in the assessment product?
Few readersEvaluative word checker
The new evaluative words checker in Evaluate will help you to ensure that your SAR has more evaluative judgements and less descriptive text. You can now check your text in the ‘What we do well’ and “Areas for improvement’ columns to see if it contains evaluative words; Click edit and then just click on the button 'Check Text'. Users can also refer to the “Learn to..." featureFew readersUnderstanding the Evaluate Dashboard
The Dashboard is unique to each user, unless you have admin rights, the dashboard will only show data for the areas you have been invited into. (Admin dashboard by default shows all areas) A - Click onto the Evaluate dashboard ( The title of Evaluate may have been changed by your admin) B - This will show the status of the areas you have been assigned to C - This will show the overall grades that have been used in all your assessments D - This will show you the grade breakdown for each of yourFew readersImport an assessment
Now you have been given access as an Owner to the assessment product you can start to create your area(s). Importing an assessment Step 1. Navigate to your Evaluate product and click on import/create. Step 2. A pop-up page will appear. You will see a selection of templates you have permission for. You can preview these before importing. Step 3. Click import, you will then have the option to allocate the template to a partner organisation and also select groSome readersUnderstanding the assessment homepage
You will soon become familiar with mesma icons and the features on your assessment homepage. Here is an explanation of all the features you can access via this page. A - To navigate to your assessments homepage, click on Evaluate - Please note, your administrator is able to customise this heading so it may have a different name B - When you first login as an owner your assessment homepage may be blank. Click on the import/create icon to import an assessment template. C - Export your assessmSome readersInviting users to participate in your assessment
Now that you have set up your assessment area, you may wish to invite people who will support in completing the assessment. it is advisable that you read through the description for each permission role and decide what role each person will have. Mesma roles explained. Click into Invite users If your user has already been added by your administrator, selPopularExporting assessment data
From the landing page you can bulk export a basic word or excel download of all the assessments that you have been invited into. Your pop up will show a list of fields that you can choose to show in the download, click on the fields you wish to view. You are then give the option to download into eitheFew readersDuplicating your assessment
Duplicating your assessment Once you have developed the structure of a single template it is easy to duplicate this. This is useful if you have multiple assessments to complete for example, multiple departments or programme types. Step 1 Click into the assessment you want to duplicate Step 2 Click on manage area (https://storage.crisp.chat/users/helpdesk/website/2ab0e57e2f41d60Few readersCopy and move assessment data
Copy This feature allows you to copy the question text to another assessment once achieved the text can be edited to suit the timescales priorities and accountability in the area it has been copied to. You might do this if you are wanting to share your text with a colleague who is working on another assessment. Move This feature allows you to move the question text to another assessment (this will remove the question text from the source) once achieved the text can be edited to suit tFew readersHow to add groups to your assessments
Adding a Group When importing your assessment template, you will be asked if you want to assign a group to your assessment. (Groups can be created by your administrator for use within the modules; please contact your administrator if you require a new group to be added) To add a group to an existing assessment. A. Click on the tab manager area groups B. Click to add the whole group C.Few readersSubmitting your self assessment for moderation and approval
There may be times when you want a colleague to moderate or approve your assessment. To do this you will need to first invite moderators and or approvers to your assessment. To find out how to do this please read this article. Once you have successfully invited your moderators and approvers simply complete the assessment and when you are ready click on submit for moderation or submit for approval. The individual invitedFew readers