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How to add/edit/delete an evaluation criterion to a topic ?
How to add/edit/delete an evaluation criterion to a topic ?
Updated over a year ago

You want to add a criterion to an existing evaluation topic ? You're in the right place! 👇

Once you have created all your evaluation topics and sub-topics, you can start to add to them some evaluation criteria.

[Lien de création sujets]

What is an evaluation criterion?

A criterion is the object that will be evaluated for each participant on a certain topic. It contains a question and a score scale and could become an item in a coaching sessions.

🧐A topic can't contain at the same time criteria and sub-topics. It will be possible to add to a topic a criterion only if this topic does not already contain a sub-topic.

How to add an evaluation criterion:

  • Go on the evaluation topic management page. [lien vers l'article]

  • Click, on the right of the wanted topic, on the "Manage evaluation criteria" button.

  • Click on the button top right "Add an evaluation criterion".

  • Choose a question that will be the criterion name.

  • Customize the score scale :

    • Choose to customize only the first and last score label or every one by clicking on one of the options.

    • Choose a score scale that can be from "1 to 2" to "1 to 10".

    • Add for every potential score a label that is the name of the score (for example 1 could be the label "Poor" and 10 could be "Excellent").

    • Choose if you want a description of each score. If yes, add the description of each scores.

  • Save the criterion. It will appear in the criteria list of this topic.

💁A criterion could be :

  • Question : Do you know how to prepare a meeting?

  • Scores : from 1 to 5

    • Score = 1

      • Label : Without preparation

      • Description : Appointment approached without exchange or prior formalized preparation

    • 2

      • Rapid preparation

      • Oral preparation before arriving at the client's premises

    • 3

      • Detailed preparation

      • Written preparation with objectives for each participant.

    • 4

      • Structured preparation

      • Sending of the agenda and validation of participants the day before the meeting.

    • 5

      • Strategic preparation

      • Exchange with key people before the meeting to prepare the ground for discussions and decisions.

How to edit an evaluation criterion:

  • Access to the criteria management page of a particular topic, as described above.

  • Click on the edit icon (a pen) of a criterion that you'll find next to its name.

  • You can edit every data filled during its creation, as explained in the previous point, but also its parent topic. That will move the criterion in the topic hierarchy.

How to delete an evaluation criterion:

  • Access to the criteria management page of a particular topic, as described above.

  • Click on the suppression icon (a trash) of a criterion that you'll find next to its name.

⚠️ By deleting an evaluation criterion, you'll delete all the associated evaluation, that means all the scores associated to different people for this criterion.

It is now time to learn how to use a criterion as a coaching session item! [Lien vers item séance de coaching]

See you soon on Incenteev 😉

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