EvalMeasures User Manual

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Table of Contents - DataTrack

 

Getting Started

Login Onto The Systemat http://www.evalmeasures.com

If you do not remember your login details, use the "Remember User Name or Password" tool

 

Creating A User Account

The type of user determines from which screen they are enrolled.

Creating Client Designations

Go to;

->Dashboard

Click on the "Starburst" at top left next to "Relationships".

A profile form will displayed

Complete the form making sure to enter the available fields where applicable.

Select "Complete", or select "Save Progress" if not ready to complete the transaction

 

Creating Other Designations (Contributor, Operator, Administrator).  Also use this toll to reassign users, update their permissions or change username and passwords

Go to;

Manage->Accounts

Click on the "Starburst" at top left of the screen next to "Relationships".

A profile form will displayed

Complete the form making sure to enter the available fields where applicable.

Click "Save" when done to create the profile.

 

Editing or Making Changes to a Profile

The User and type of update you wish to make determines from which screen to begin.

Updating Client Designations, Institutions, Program, etc.

Go to;

->Dashboard

Use the search tool to look up the User.  Make sure the designation in the search category corresponds to user you are searching for.

Click on the "Update" link on extreme of the user row

The profile form will displayed

Update fields you wish to change on the form making sure to enter the available fields where applicable.

Select "Complete", or select "Save Progress" if not ready to complete the transaction

 

Updating, Editing or Reassigning Other Designations (Contributor, Operations, Administrators), User for/Owner, Permissions and Designation

Go to;

Manage->Accounts

Use the search tool to look up the user.  Make sure the designation in the search category corresponds to user you are searching for.

Click on the "Edit" link from the oprions

The profile form will displayed

Update fields you wish to change on the form making sure to enter the available fields where applicable.

Select "Update" when done, or "Close" if no changes needed. You can also start a new profile here by selecting "New"

 

 

User Login Sharing

User Logins are unique to the user as assigned by the portal administrator. It should be kept confidential at all times.
A user login is designed to be used by their respective owner alone at any given time. Simultaneous use of logins on different computers by different users can create errors in your portal.
In addition, it jeopardizes our ability to identify the source of issues that could arise. Evalmeasures will not be responsible for issues emanating from sharing logins. If you need additional user logins, please have your portal administrator create one for you.

 

Assign User Account

Go to;

Manage->Accounts
Open "Designation" in which you wish to edit
Search out the candidate you wish to assign/reassign, and click "Edit" hyperlink
From the drop down under "User for", select assignee from the list.

"Update" after assigning user

 

Assigning a User to an Institution

Go to;

Administrator->Dashboard
Open "Designation" in which you wish to edit
Search out the user you wish to update, and Under "Update Details" select New, View, or Continue hyperlink
From the drop down under "Institution", select Institution from the list.

Click "Complete" to save the change or "Exit" without a change

 

Assigning a User to a Program

Go to;

Administrator->Dashboard
Open "Designation" in which you wish to edit
Search out the user you wish to update, and Under "Update Details" select New, View, or Continue hyperlink
From the drop down under "Program", select program from the list.

Click "Complete" to save the change or "Exit" without a change

 

How to Contact Support

Go to;

Administrator -> Support

Complete and submit support form.

Please specify your organization name on the form.

 

Working with Reports


To view client reports -
Under Reports -> Client
Open Questionnairedrop down and select questionnaire type
Open History To Show drop down and select the person. (Speed to name ​by typing first few letter in the first name. Search function planned).
Reveals list of examinations for the user, scores for the examinations, and section scores​.

 

The Reports Builder

The reports builder is a key feature of EvalMeasure which enables customers to filter through the database system for specific data they want.  A description is coming soon on how to build, view and export reports for further analysis oruse for other needs.

 

To View List, Edit, or Archive Questionnaires

Under Reports -> Client History
Open Downstream Report History for: drop down
Select Counselor to view history report
Click on magnifier to view questionnaire details
Click on the "note" icon to archive.
Use the check boxes to archive several

 

Building Customized Reports

The Report builder is employed to establish requirements the system will use to build your outputs for your reports.

How To Build A New Report -
Reports -> Reports Builder, Or click on the "Report Builder" gears
From the popup, select "New" to set up a brand new report
Name the report, and Enter a description
From the drop down, select which population or designation to build report from, and click save
Next you must create the requirements
To create your requirements, select "New Filter"
You can create filters based on fields/aggregates in your database. They will be displayed in the drop down.
For each aggregate selection, the user will be presented with determinants with which to establish that requirement. (for example, Greater Than, Less Than, Equal To, Contains, etc)
Once you establish your aggregate determinant, click Save to create the particular filter. You may add additional determinants.
The number of records in your database meeting requirements of your filters will be displayed.
To view the detailed records, you must export to an Excel file by clicking on the "Export to Excel" button.
Click on the check-box to export a specific filter exclusively.
You can also add which columns to be exported along with your filter, and what order those columns should be displayed. Important: You must click the "Save Order" button. **

 

Exisiting Reports - How to View or Edit

Reports -> Reports Builder, Or click on the "Report Builder" gears
From the popup, click on the drop down, and
Select report you wish to work with, and it will be displayed.
From here you can edit, or create additional filters.
Once you establish your aggregate determinant, click Save to create the particular filter. You may add additional determinants.
The number of records in your database meeting requirements of your filters will be displayed.
To view the detailed records, you must export to an Excel file by clicking on the "Export to Excel" button.
You can also add which columns to be exported along with your filter, and what order those columns should be displayed. Important: You must click the "Save Order" button. **

**Database builds will take some time to prep. Please be patient.

Completing or Canceling "In-Progress" Reviews

Occassionally a user may start and NOT finish a review/assessment for any number of reasons (an interruption, system down, etc).  When this happens the user must have the assessment completed or canceled by an someone with an administrator authorization.  The Administrator can login to complete or cancel the "In-Progress" reviews/assessments. This feature is located in the "Downstream History Report".

Go to Reports>> Review History
From "Show downstream history report for" drop down, select Contributor/User to reveal their downstream reviews/assessments.
"In-Progress" reviews will be highlighted with black icons of a check mark (to complete), trash can (to cancel). Hover the icons for description.

 

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