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.
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