Perform

Complete Direct Report Tasks

To complete tasks for your evaluation, follow these steps.

  1. Select My Folder > Tasks from the main navigation.

  2. Click Go To Form for the desired task.

  3. Complete the form as appropriate.

  4. Click Save & Submit to save the form, lock it from further edits, and begin the workflow defined for the form.

While completing a form, you may have access to the following tools.

  • Rubric/Form Review Tool: Access a slide-out tool to view any rubric associated with this process, as well as any completed forms in the process.

  • Attachments: Add up to three separate attachments.

  • Artifacts: Used instead of attachments, add an unlimited number of either files or URLs to the evaluation process. Artifacts become part of your overall Evidence folder.