Running an evaluation form responses report

1. Running an Evaluation Form Responses Report
The Evaluation Form Responses Report allows you to generate a report based on the
evaluations completed using custom forms built using the TaskStream Form Builder. It
provides a way to see aggregated results for both the entire group of respondents and
for individual respondents. This report enables you to compare submission evaluation
form responses for a single requirement of a DRF.
The Evaluation Form Responses Report can only be used to aggregate data for forms
used as evaluation methods. The aggregation of data from forms used for Author
submission purposes is done by the Form-Based Author Submission Results Report.
To begin, click TS Coordinator from the top menu bar.
From the TS Coordinator menu, click on DRF Program Reports.
Then click Evaluation Form Responses link from the Form & Survey Reports section of
the Reports Menu.

2. In the Select form on which to run report area, select a form from the drop down
menu.
In the Select on whom within program to report area, you can choose to include:
 All Authors
 All Authors grouped with a specific Evaluator
 Random sample of Authors (If you select to report on a random sample of
Authors, you are prompted to select the sample size of the group you want to
return. You can select to include anywhere from 1% of the Authors enrolled in
the Program to 50% of the Authors enrolled in the Program. You need to select
from which Programs you want to pull the sample)
Note: The random sample can include Authors who have not been evaluated. The only
search combination that you cannot select is Random sample of Author AND Include all
responses. The system advises you of the fact.
 A single Author
 Advanced Search (The advanced search option allows you to run reports on
individuals based on certain demographic information, or other advanced search
criteria. The demographic descriptors used in the advanced search criteria
provide a mechanism for an organization to gather specific information about
the subscribers within that organization.)
If your organization wants to collect demographic data about your subscribers to
enhance your reporting power, please contact the Mentoring Services department at
TaskStream.

3. In the Filter by evaluation date area, you can choose whether you want to include:
 All evaluations
 ONLY Author-submitted items within a specific date range (use the calendar
widgets to select your dates or enter dates free-form in the mm/dd/yyyy
format)
 ONLY items evaluated within a specific date range (use the calendar widgets
to select your dates or enter dates free-form in the mm/dd/yyyy format)
Click Continue.
From the Select form cases area, choose from a list of all Programs and specific
requirements where the form is being used for data collection.
Note: If you select five (5) or more form cases, in the search results page, you can only
view compiled results. Compiled results display summary statistics on both the overall
form responses and the specific form elements.
Only requirements for which there has been at least one evaluation are displayed. Each
TS Coordinator is only able to view the Programs for which they are Report Managers.
Click Continue.

4. Navigate the Report Results
The initial main report results page displays summary statistics on both the overall form
submissions and the specific form elements.
Click the magnifying glass to access the Report Details.
The top section of all of the detail views displays:
 Information about the evaluation form
 The name of the form
 The date the report was generated
 Whether the form element is a requirement
 The date range, if a date filter is being used
 The number of evaluations (If Include All Responses was selected in the search
criteria, then this area includes Authors with responses started but not yet
submitted, as part of the total count and percentage calculation)

5. When you select View all responses for all respondents view from the Show pull-
down menu on the Main Results page:
The view displays the following:
 The names of the Authors who were evaluated by this form element
 The names of the Evaluators
 The evaluation responses that were given to all elements of the form
 The date the Author submitted the form element for evaluation
 The date the form was used for evaluation

6. This view enables you to see the responses for a specific Author to all form
elements at the same time.