How to use Evaluate

Everything you need to know about how to create your self-assessment

18 articles in this collection
Written by Mesma, Carole, Louise and 1 other

How to set-up Evaluate

A useful step-by-step guide for administrators.

Written by Carole
Updated over a week ago

Tips for effective use

How to use insightQ Evaluate - the basics!

A useful video for you if you are just starting out with your Evaluate licence.

Written by Carole
Updated over a week ago

What is the Executive Summary feature for?

The guide will help you navigate and edit the Executive Summary.

Written by Carole
Updated over a week ago

What is the Scope of Provision feature for?

The guide will help you navigate and edit Scope of Provision within Evaluate.

Written by Mesma
Updated over a week ago

Transferring Evaluate data to another user.

Written by Carole
Updated over a week ago

Inputting your self assessment judgements

This guide will show you how you can complete and edit self assessment reports in Evaluate.

Written by Mesma
Updated over a week ago

Adding notes in Evaluate

A useful guide to learn how to add notes so that others can contribute to your evaluation

Written by Mesma
Updated over a week ago

Single Page View

Following some valuable feedback we have developed a new user view in the Mesma self-assessment Evaluate module.

Written by Carole
Updated over a week ago

What is included in the self assessment report?

This article will help you understand the four main sections of your self assessment report download.

Written by Carole
Updated over a week ago

P.S.A in Evaluate explained

How to submit your completed evaluations and approve them for the final report.

Written by Mesma
Updated over a week ago

Common questions

Q: I have done some work on Evaluate, but no-one else can see it. What do I need to do?

Written by Hazel
Updated over a week ago

Q - Can I submit all areas for approval at once when I'm working in Evaluate?

Written by Carole
Updated over a week ago

Q - When writing a self assessment report, do we need to have a different piece of evidence for each key question (KQ) or could we use the same evidence if it applies to more than one KQ?

Written by Louise
Updated over a week ago

Q - Do areas for development/weaknesses automatically move to the improvement plan in the Improve module from Evaluate?

Written by Louise
Updated over a week ago

Q - If I want to add evidence to my self-assessment report at different times during the year, am I able to do this?

Written by Louise
Updated over a week ago

Q - I am trying to download a copy of the RAG report, but cannot get the Evaluative Statement to be included.

Written by Carole
Updated over a week ago

Q - In Evaluate, how can I see self-assessment content added by another user?

Written by Louise
Updated over a week ago

Q - Can I edit the Evaluate RAG report download and can I embed evidence documents?

Written by Mesma
Updated over a week ago