Sharing Evaluations
If email alerts are turned on, the project evaluations will be sent to the assigning Attorney when a project is marked as complete. However, you can also manually trigger these.
Requesting Evaluations
To manually trigger the assigning Attorney feedback email, view the projects table. Select the projects for which you wish to send the requests for using the check boxes, and then select the request evaluation option from the Actions dropdown:
To manually trigger the Summer Associate feedback email, you'll follow the same process from the Summer Associates tab and select 'Request Program Evaluation':
Program Wide Evaluations
To share the program wide evaluation link with Attorneys, you can use the 'link' button in the top right corner and select the Attorney Feedback option:
You will need to share this link externally to Flo. Any Attorney that has been added to your account as a Member will be able to fill out feedback. The Attorney Feedback link is only active between the program's Start Date and End Date. Attorneys won't be able to use it before the program starts or after it ends.
As Attorneys leave feedback, you will be able to see this from within the specific project. From here, click on the associate's name to view the feedback in the slide-out menu:
Exporting Evaluations
From the Associate's tab, you also have the ability to export these evaluations. As long as you have at least one of the associates selected, you will be able to export these evaluations as a .csv file:
The export will include:
First name
Last name
Email Address
Program Name
Type: Project or Program Evaluation
Evaluation Name
Project evaluations will always say Project Evaluation
Program evaluations will have the evaluation name provided when the program was created
Project Name: will only populate for project evaluations
Project Description: will only populate for project evaluations
Project Status: will only populate for project evaluations
Office: will only populate for project evaluations
Practice Area: will only populate for project evaluations
Assignment: will only populate for project evaluations
Date Evaluation was Requested
Evaluation Status: will show Not Submitted or Complete
Date Evaluation was Submitted
Member Name
will be blank if the evaluation was completed by a Summer Associate
Member Email Address
will be blank if the evaluation was completed by a Summer Associate
Feedback Questions and answers are listed in individual columns
Each evaluation in the slide-out also shows the date it was requested and the date it was submitted, so you can quickly see whether follow-up is needed.
Adding or Editing Attorney Feedback
Admins can submit feedback on an attorney's behalf, or edit feedback an attorney has already submitted. This works for both project and program feedback. From the Summer Associate's slide-out, find the evaluation and select:
Add Attorney Feedback if the attorney hasn't provided feedback yet
Edit Feedback if feedback has already been submitted
You'll be taken to the same evaluation form the attorney sees. You can clear any answered question, change anything that was written, or leave required questions blank. This is helpful when feedback needs to be revised to follow your firm's guidelines, or when an attorney would rather share feedback with you directly.
Deleting Evaluations
You can delete irrelevant feedback from contributing attorneys by navigating to the summer slide-out, clicking the 3 dots on the card for the feedback and selecting 'Delete Feedback':
Additionally, if feedback has not yet been received, you may delete the feedback request, which will invalidate the feedback request link that the contributor already received.
To do so, navigate to the project, click the down arrow, then select the 3 dots next to the request:
Note: You may do this for project and program evaluations.