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All Open Evaluations

 

The All Open Evaluations queue will list every open/pending evaluation task. An individual assigned the Equivalency Manager User Right and the Evaluation Tracker User Right will have access to the All Open Evaluations queue.

  • The queue lists the open/pending evaluation tasks for all TES users on your campus. Any evaluation tasks that have been approved or denied by the Reviewer will not be displayed as those will be listed in the creator’s queue and are not considered open. The number of tasks for each institution displays in the #EVALUATION column.

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  • When you first open this page you will see a list of the institutions that you have open/pending evaluations with. You can click the arrow button next to an institution to see the open evaluation tasks for that institution.

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  • You can open any of the Open Evaluation Tasks using the arrow next to the task in the list.

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Search Open Evaluations

There are several Search categories available on the All Open Evaluations page. You can search the open evaluation tasks by assignee, institution, course code (either by the transfer course or by the proposed equivalent home course), creator, and/or by evaluation age. There is also an option to change the sort order (once you are looking at a list of evaluation tasks). In fact, you can also just look at the entire list by clicking the Search button without selecting any filtering criteria. We’ll take a look at each of these searches.

  • If you simply click the Search button, a list of all of the open/pending evaluations for all of the users at your institution in TES displays. You can change the sort order from course code to create date, assignee, creator, or institution. Click the arrow to the left of any evaluation to view its’ details.

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Search by Current Assignee
  • You can filter the list of open Evaluation Tasks by the person they are currently assigned to. Select the person’s name in the drop down list and click the Search button to see a list of the open/pending evaluations currently assigned to that reviewer. You can change the sort order from course code to create date, assignee, creator, or institution. All open evaluation tasks assigned to that person will display. Click the arrow to the left of any evaluation to view its’ details.

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Search by Previous Assignee
  • You can filter the list of open Evaluation Tasks by the person they were previously ever assigned to. Select the person’s name in the drop down list and click the Search button to see a list of the open/pending evaluations that were ever assigned to that reviewer. You can change the sort order from course code to create date, assignee, creator, or institution. All open evaluation tasks assigned to that person will display. Click the arrow to the left of any evaluation to view its’ details.

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Search by a particular Institution
  • Select the Institution name in the drop down list and click the button to see a list of the open/pending evaluations for that feeder institution. You can change the sort order from course code to create date, assignee, creator, or institution. All open evaluation tasks for that source institution will display. Click the arrow to the left of any evaluation to view its’ details.

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Search by Course Code TRANSFER COURSE
  • Click the Search button to see a list of the open/pending evaluations for the selected transfer course. Click the arrow to the left of any evaluation to view its’ details.

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Search by Course Code – PROPOSED EQ COURSE
  • Click the Search button to see a list of the open/pending evaluations for the selected home course. Click the arrow to the left of any evaluation to view its’ details.

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Search by Creator
  • Filter the list of open Evaluation Tasks by the person that created/initiated the task. Select the person’s name in the drop down list and click the Search button to see a list of the open/pending evaluations created by that individual. You can change the sort order from course code to create date, assignee, creator, or institution. All of the open evaluation tasks created by that person will display. Click the arrow to the left of any evaluation to view its’ details.

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Search by the Evaluation Age
  • ALL, 2 DAYS, 5 DAYS, 10 DAYS, 15 DAYS, 20 DAYS, 30 DAYS, 60 DAYS, or 90 DAYS 
    Click the Search button to see a list of the open/pending evaluations that are older than the selected age. Click the arrow to the left of any evaluation to view its’ details.

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Sorting the List of Results
  • Sort List By: allows you to change the sort order of the evaluation tasks that are displayed. The default sort is by the transfer COURSE CODE, but you can change the sort to display the list in order by CREATE DATE, ASSIGNEE, CREATOR, or INSTITUTION. You can also simply sort the results by clicking the column heading. Clicking it once sorts the list in ascending order. Clicking it again sorts the list in descending order (the Search Sort order is only ascending). Click the arrow to the left of any evaluation to view its’ details.
    • Sort List By: COURSE CODE

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  • Sort List By: CREATE DATE

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  • Sort List By: ASSIGNEE

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  • Sort List By: CREATOR

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  • Sort List By: INSTITUTION

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Reset the Search Parameters
  • Use the Reset button to clear out any previous search criteria and return to the full list of open evaluation tasks or to make different selections.

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Institution List View
  • Clicking the INSTITUTION LIST VIEW checkbox will return the display to the list of institutions.

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Exporting the List of Results
  • Export allows you to export whatever list you have selected to Excel. he file is exported as Read-Only, but you can enable editing and use all the many tools in Excel to manipulate the file for your needs.

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