Export Closed Evaluation Tasks

This article overviews how to export evaluation tasks within the All Closed Evaluations queue.

In this article: 

1. Go to the Track menu.

2. Select All Closed 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 task is currently assigned

(select from drop-down or search across all users with the SERVICE EVAL user right [SHOW ALL])
 
Previous Assignee:                                                             
Person to whom the evaluation task was at one point assigned 

(select from drop-down or search across all users with the SERVICE EVAL user right [SHOW ALL])
 
Resulted in EQ?
Resulted in EQ?

(Toggle No to include only those closed evaluation tasks that did not result in an equivalency in the search results)

(Toggle Yes to include only those closed evaluation tasks that resulted in an equivalency in the search results)

(Toggle Both to search across all closed evaluations)
 
Institution:                                                                             
College, university, or organization the course is from
                                                                                               
(select from drop-down or search across all institutions [SHOW ALL])
 
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)                        
 
Creator:
Person who initiated the evaluation task

(select from drop-down or search across all users with the CREATE EVAL user right [SHOW ALL])       
 
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)
 
Close Age
Number of days since the evaluation was closed

(select from drop-down: <2 DAYS, <5 DAYS, <10 DAYS, <15 DAYS, <20 DAYS, <30 DAYS, <60 DAYS, <90 DAYS)
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 Closed 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 Closed Evaluations queue.

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. 
  • 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.


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