Set the Default Creator/Assignee for Externally Generated Evaluation Tasks
This article provides instructions for establishing the default creator/assignee for externally generated evaluation tasks within TES®. Institutions whose staff members are initiating evaluation tasks through TES Mode (either within Transferology® Lab or uAchieve® 5.0 Self-Service) will need to establish a user to fill this role.
In this article:
Establish a Default Creator/Assignee
Institutions utilizing TES Mode to initiate evaluation tasks must establish a default creator/assignee for these externally-generated evaluation tasks.
- This person will be listed as the creator of all evaluation tasks generated from uAchieve.
- This individual will be assigned all evaluation tasks sent via TES Mode (within both Transferology Lab and uAchieve) unless another user is selected to receive them.
- See TES Mode: Creating Evaluations through Transferology and uAchieve for further details.
To establish a default creator/assignee:
- Go to the Manage.
- Select Evaluation Tracker.
- Look for the option "Designate a user that will be the DEFAULT CREATOR/ASSIGNEE for externally generated evaluation tasks."
- Use the SELECT USER pull-down menu to select the name of the individual who will fill this role.
- Users must have SERVICE EVAL and (MANAGE EVAL or CREATE EQ) TES user rights to appear on this list.
- Select Submit.
- A message in green text will appear, stating: SUCCESS! The user has been updated.
- Use the SELECT USER pull-down menu to select the name of the individual who will fill this role.
TES Mode
See TES Mode: Creating Evaluations through Transferology and uAchieve for further information about utilizing TES Mode to initiate evaluation tasks from within Transferology Lab or uAchieve 5.0 Self-Service.
It is important to note that if evaluation tasks are sent to the default creator/assignee for externally generated evaluation tasks and this person is not the individual whose feedback is required to complete the evaluation, the default creator/assignee will need to re-assign the evaluation task to the needed party within TES (see Completing an Evaluation).