Your local administrator(s) give permission to access many of the features and views within Evaluate, they may have decided not to include some features to reflect your own processes. Please discuss any queries regarding your settings with them.

For an introductory overview of Evaluate, listen to our short video .

Step 1 - Familiarise yourself

Take a few moments to become familiar with the layout of the Evaluate pages.

The help and guidance in the blue box will assist you in completing this part of the self assessment. This may include for example, a grade descriptor and links to the full standard framework or other resources. 

Step 2 - Input your judgements

Input your data.  Depending upon how your administrator has set up the system, you may have between 1 and 3 tabs on this screen. If you want to find out more about this, please read this article.

  • The statement tab  - Often used to produce a more formal report or if organisations want a space to describe what they do.  Please note: the statement tab does not download into the RAG report.
  • The summary (SWOT) tab - Frequently used to produce a RAG report, a popular self-assessment report with our insightQ clients.  Our clients often focus on categorising their judgements into simple structures, such as, 'What we do well', 'What they need to improve' and 'Evidence to support'.  Please note: Tab titles often changed to say Key Findings or SWOT
  • The grade tab - used by most to provide a grading/scale for each key question.  The grade/scale can be edited to suit your organisation so if you feel it needs changed you will need to agree that with your administrator.  To find out how, click here.

Step 3

Once you have entered your judgement you can then grade (if this tab is available to you).  You can either click on the grade tab shown in the image above or click on Progress View page (below) and use your grade bar to edit each key question.

If you want to know more about what P S A standards for and how best to use it. Read our PSA article.

For more information on how to use notes read on...


If you have any further questions, please do not hesitate to contact us via chat.

Did this answer your question?