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Adding an Evaluation

Evaluations for a person for a particular matter can be made anytime, periodically throughout the life of the matter or at its conclusion. A person need not be a player on a matter to receive an evaluation for that matter.

To Add an Evaluation:

  1. Open the People module and add a new person or edit a person record.
  2. In the People Edit Mode, click on the Evaluations tab.
  3. Click the image New button.
  4. Click the btn_browse button next to the Matter Name text box, and then click on the matter for which the person is being evaluated to select it.
  5. Select a rating from the dropdown list.
  6. Enter the evaluator’s name and any comments.

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