Sharing is the process of making an evaluation and its content visible to your evaluee, or, in case of self-evaluations, to your evaluator. You can think of this in terms of a paper-based evaluation (like a skill sheet). Sharing is same as filling out your evaluation on a clipboard and then handing that piece of paper to the person you evaluated so they can review how they performed.
By default, all form sharing is turned OFF. You can choose to share a form with your evaluee or evaluator at any point. Once a document is shared, it cannot be un-shared.
Sharing an Evaluation
- Open the form you would like to share.
- Navigate to Share option in the header of the form.
- Set Share to On. It should look like this:
- Click Save
- Automatic email notification goes out to User / Evaluator
Sharing an Evaluation with a Signature
When signing a form, the "Share" option is often checked by default. If you are not yet ready to share the form at time of signature, be sure to uncheck before signing.