This guide will introduce you to different ways you can view your data entries.

There are 4 views within Evaluate: 

Key Question View
Progress View
Single User View
Evaluative Statement

Please note; some of the features and views may not be available subject to:

  1. Your administrators set up for your organisation 
  2. Your individual permission settings
  3. The framework you are using

If you are unsure, please contact your insightQ administrator within your organisation.

If you would prefer to listen to the video. here is Evaluate navigation explained.

The icon menu on the Key Question, Progress and Single User view screens contain the following icons (hover them for their title). The features are:

Key Question View
Sometimes your first view in Evaluate is the Key Question View (Please note; this depends upon the framework you are linked to). This outlines the framework or
quality standard you are working towards. You can toggle between aspects on the left-hand side to view the key questions. If your framework does not support key question view, please read the Progress View section.

Your administrator may only enable the aspects and key questions you need to review. Therefore if you cannot see the whole framework, and you believe you should be able to do so, please discuss this with your administrator.

To the right of the screen, you can see coloured shapes to represent the grades against each key question. Above the shapes, you will see the name of the lead user for this page of the evaluation. See "Custom Areas, Users and Pages" below for more information on this feature.

You can click into the key question to access the evaluative statement and complete your review.

Progress View
Progress view provides an overview of the grades given and progress of the evaluation for this page. To the top left above the icon menu you can see the Custom Area you are working on and the view. In this example, the Whole Organisation Self Assessment:



Hover over the blue "i" icon on the left to see the date and time this key question was last updated. 

Hover over the key question itself and it will expand to reveal the full question.
Click on to the question to enter the Evaluative Statement view to complete your evaluation.

To the right of the grade bars is the status. The status columns are
P - in progress,
S - submitted for approval, and
A - approved. 

This feature will only be available if it has been enabled by the insightQ administrators within your organisation and you will need permissions to view all three features.

P - In progress will automatically change from a grey cross to a green tick when you start to complete your evaluation. Submitted for approval can be ticked within this view. Approved can be ticked and un-ticked within this view.

To find out more about P.S.A, read this article.

Introducing Custom Areas, Users and Pages
Organisations can structure their self-evaluation report(s) within insightQ to reflect the self evaluation structure and procedure of their organisation. For example, your organisation may have a single report (1 custom area) or different levels of self-evaluation comprising multiple 'chapters' of reports (see below). These may represent curriculum areas or departments within your organisation. Custom Areas (and the permission to view or edit them) are set by the insightQ administrators within your organisation.

You can switch between the Custom Areas you have permission to view using the Area Selector from the icon menu.

Within each Custom Area users may be given their own page to contribute their own evaluation of that area. The Select User feature (see above) allows you to view and/or edit other peoples pages, according to your own permissions.

Evaluate structures can be as simple or complex as required. In this example, this organisation has 1 custom area with 2 users able to edit the evaluation page and 1 additional user with permission to view the evaluation page. 

For more complex organisations, insightQ administrators can use combinations of Custom Areas with users given edit and view permission settings to reflect their process of self-evaluation.

Single User View
Single page view shows you the overall contents of that users have input into the system for a single page:

As always, if you need to ask any questions, please do not hesitate to via chat

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