The first section found within the Evaluation Template tab allows you to configure your questionnaire.
Within this section, you can edit each question’s order, text, weight category, focus limit, and evaluation types.
Click on the yellow button under the Labels column to edit each question’s evaluation response labels. Doing this will open up a new window:
To edit the evaluation response labels, make sure to toggle on the button next to the text that says “Use Custom Labels.”
From there, you can edit each responses’ label and description by clicking into those fields
Click the green save button to save your changes.
Once response labels have been adjusted, the label button in the Questionnaire Configuration section will turn from yellow to green.
Click on the red trash icons at the far left of a question to delete an entry.
To add a new question, click on the Add Question button near the bottom of the list. This will add a new entry, which you can edit as you see fit.
Once a question has been saved to the questionnaire, a yellow labels button will appear within that entry.
The types of evaluation forms on which the questions appear can also be edited in this section. The default will have checks next to the boxes for Prescreen and Evaluation, but you can uncheck either box if you want the question to appear on one evaluation but not the other.
As you add more questions to your list, the Effective Weight percentages located in the far right column will adjust to reflect your changes.
Within this section, you can configure the specific elements of your weight categories.
The elements of a weight category are:
- Category Name
- Question Type
- Requirement Designation (Required / Optional)
- Prescreen Percentage Weight
- Evaluation Percentage Weight
You can edit evaluation and prescreen weights by either clicking into the number field and typing or by clicking the tiny arrows to the right of the number to adjust the percentage.
To remove a weight category from this list, click on the red trash icon.
To add a new weight category, click the green plus icon. Doing this will add a new entry to the list that you can edit.
As you add new weight categories, be mindful of your percentage totals, which are tracked at the bottom of this section next to the Save and Cancel buttons.
Please Note: The percentage totals for prescreen and evaluation must each separately be 100%. You will not be able to save your changes unless each of those totals fits this criteria.
In this example, the totals for the Evaluation weight are fine. They add up to 100%.
The totals for the prescreen, however, are over 100%.
RezRATE highlights that number in red and disables the save button.
Within the Details column, you can also see the total number of questions to which a specific weight has been assigned among both the evaluation and prescreen questions.
This section will display the questions that you are preparing for your evaluators in a manner similar to how they will experience them within RezRATE.
Click the buttons labeled “Evaluation” or “Prescreen” toggle between the questions that will be seen on the evaluation form or the prescreen form.
The total number of unfocused questions will be listed at the top right of the screen in a grey button.
Click on the grey button to filter the questions by focus.
You can also search for a particular focus by typing your criteria into the Search Focus field.