Export Open Evaluation Tasks
This article overviews how to export evaluation tasks within the All Open Evaluations queue.
In this article:
Search Criteria
1. Go to the Track menu.
2. Select All Open Evaluations.
3. Select Search.
The EVALUATION SEARCH screen will appear:
4. Select and/or enter the appropriate search criteria. Search criteria apply filters that refine how results are returned.
| Current Assignee: Person to whom the evaluation is currently assigned (select from drop-down or search across all users with the SERVICE EVAL user right [SHOW ALL]) |
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| Previous Assignee: Person to whom the evaluation was at one point assigned (select from drop-down or search across all users with the SERVICE EVAL user right [SHOW ALL]) |
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| Institution: College, university, or organization the course is from (select from drop-down or search across all institutions [SHOW ALL]) |
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| Course Code: Transfer Course Transfer institution course identifier (often structured as a subject + number) Proposed EQ Course Equivalency suggested by the evaluation task creator or evaluator (input full or partial code, and toggle radio button) |
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| Creator: Person who initiated the evaluation task (select from drop-down or search across all users with the CREATE EVAL user right [SHOW ALL]) |
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| Last Action Status: Most recent action selected (select from drop-down: Approve, Deny, Need More Information, Re-Assign, Add/Edit Course, Add/Edit Support File) |
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| Evaluation Age: Number of days since the evaluation was created (select from drop-down: >2 DAYS, >5 DAYS, >10 DAYS, >15 DAYS, >20 DAYS, >30 DAYS, >60 DAYS, >90 DAYS) |
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| Sort List By: Arrange results in descending order (select from drop-down: COURSE CODE, CREATE DATE, ASSIGNEE, CREATOR, INSTITUTION, LAST ACTION DATE) |
5. Select Search.
Export Open Evaluations
To export evaluations returned from the chosen search criteria:
1. Select Export.
Selecting INSTITUTION LIST VIEW would return a user to the main page of the All Open Evaluations queue.
2. The EXPORT screen will open. Select the Institution Identifiers to include in the export file.
- Choices are: OPEID, IPEDS, CEEB, and/or PESCGEO.
3. Select Export.
- Depending on the browser being used, the extract file will be accessible in a pop-up window or through a button at the bottom.
- If using Chrome, for example, the file will appear in the bottom left-hand corner of the browser. Right-click and select Open to view the file.
- If using Chrome, for example, the file will appear in the bottom left-hand corner of the browser. Right-click and select Open to view the file.
- The file will then open in Excel (as a Read Only file).
- Select the Enable Editing button to edit the output file.
- To better see an example export file within this documentation, double-check the image.
