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Adding an Evaluation of a Player in a Matter

eCounsel allows you to enter evaluations for a player for a particular matter at any time, periodically throughout the life of the matter or at its conclusion. The evaluations also appear on the Evaluations tab for the person or entity that is the player.

To Add an Evaluation:

  1. In the Matters Edit Mode, click the Evaluations tab.
  2. Click the New button.
  3. Click the btn_browse button next to the Player text box, and then select the name of the player being evaluated.
  4. Select a rating from the dropdown list.
  5. Enter the evaluator’s name and any comments.

image  The Entered By and Entered On fields are populated automatically using the logon ID and the system date, respectively.

  1. Click the  Save button. Clicking the  Save/New button clears all changes made or information entered, but leaves the tab open.
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