Exporting a list of faculty evaluation requests

You can export a displayed list of pending or completed faculty evaluations on the Faculty Evaluations page as a Microsoft Excel file.

To export a list of faculty evaluations

1. On the Faculty Evaluations page, under Views, clicktap My Pending Evaluations or Recent Completed Evaluations.

   

2. (Optional) Filter the list of evaluations as necessary:

   • Customize your view settings to display your assigned evaluations or evaluations associated with specific locations, disciplines, and/or groups.

     Note: This option only applies to pending faculty evaluations.

   • ClickTap the Date Range field and select an option to display evaluations within a certain range.

     Note: The field defaults to today's date.

     • If you selected Specific Date, select a date from the calendar that displays and clicktap Done.

     • If you selected Custom Range, select two dates from the calendar that displays and clicktap Done.

   • ClickTap the column header as necessary to sort the requests by competency or sessional evaluations.

     

   • Sort the listed evaluation requests in chronological or alphabetical order.

     • To sort in chronological order, clicktap the Date/Time header as necessary.

     • To sort in alphabetical order of evaluations, clicktap the Form Nameheader as necessary.

     • To sort in alphabetical order of operatories, clicktap the Chair header as necessary.

     • To sort in alphabetical order of assigned student providers, clicktap the Student header as necessary.

   • Under Student List, clicktap the Search by student name field and enter the student name to narrow the evaluations list to a particular student.

     Tip: Competency evaluation requests display in the list with the icon.

     

   • Under Form List, select an evaluation form to display only evaluation requests with a specific evaluation form.

     Tip: If necessary, you can use the Search by form name search field to search for a specific evaluation form.

     

3. ClickTap Export

   

   The list of evaluations is exported and downloaded to your device as a Microsoft Excel file.

   Note: The exported file displays the list by task.

   Example: An evaluation request assigned to two faculty providers is listed as two list items, one per assigned faculty.