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. 

To establish a default creator/assignee:

  1. Go to the Manage.
  2. Select Evaluation Tracker.
  3. Look for the option "Designate a user that will be the DEFAULT CREATOR/ASSIGNEE for externally generated evaluation tasks."
    1. 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.
    2. Select Submit.
      1. A message in green text will appear, stating: SUCCESS! The user has been updated.

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).

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