Below is a step by step guide on how to set up your Vector Evaluations+ product.
1. Administrator Setup and Updating Permissions
All of your TargetSolutions platform users are automatically created in EV+ when we turn on your access.
As part of the EV+ integration with your TargetSolutions platform, almost all User Management will take place in TargetSolutions. Any name changes, profile group changes, etc. to existing users will be automatically updated in EV+ and any new users added within TargetSolutions will be automatically added to EV+.
There are 2 exceptions. One is creating System Administrators of EV+ and the other is setting up evaluator permissions.
Use the help articles below to accomplish these tasks:
Creating System Administrators in EV+
Assigning Evaluator Permissions
2. Form Building
Next, you'll want to identify how you will use EV+. You will create the forms that your evaluators will use within the EV+ Forms feature. Here are some helpful articles for creating new forms:
Creating a Form
Form Question Types
Form Question Subtypes
Editing an Existing Form
3. Training your Evaluators
We recommend using a TargetSolutions Activity to deliver Evaluator training to your evaluators. The article linked below contains a training video and additional help resources for your evaluators.
EV+ Training Video: Evaluator Overview
4. (OPTIONAL BUT RECOMMENDED) Introducing the EV+ Mobile Application to your Evaluators
We highly recommend encouraging your evaluators to use our Apple and Google Play compatible mobile application to complete evaluations. The workflows are simple and should not require training. The article linked below contains further information.
Using the Vector Evaluations+ Mobile Application