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

Within Progress View  you may have permission to edit the overall Executive Summary for your organisations self evaluations report.

Editing the Executive Summary
At the start and end of your organisation's full self assessment report you can include an overall Executive Summary. This typically includes but is not limited to:

  • An overview of your organisation

  • Management or governance structure

  • How self assessment is developed

If you have permission to edit the Executive Summary the icon shown below will show in the icon menu. If you cannot see the icon and have been asked to contribute to this, you will need to contact your administrator who will review your permissions.

The editor will open up another view with 2 boxes for you to complete the content before and after the evidence in the main body of your self-evaluation report. 

You can format the text using the menu above the boxes. Including bullet points, emboldening text and including tables. 

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

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