Work Allocation is a powerful tool to manage your summer programs. In this article, we will cover how to set up a program and enable evaluations.
Creating a New Program
First, navigate to the Programs button:
Next, click on New Program:
Step 1: Program Details
Here, you will be able to build out the basic details:
Once you are ready, click Next.
Step 2: Permissions
From here, you will be enable different permissions for summer associates:
If enabled, in addition to completing projects and changing their statuses, summers can potentially create and edit projects, delete them, and self-assign themselves to new projects.
Step 3: Evaluations
Step 3 of creating your program will be creating your evaluations. These can be program-wide or project specific. First, you can create your project specific evaluations. These will apply to all projects that are inside of the created program.
Here, you can either add individual questions to the evaluation, or add questions from a template.
You'll notice the new "Create from template" button. You now have the ability to create evaluation templates that can be saved and reused indefinitely so you don't need to recreate evaluations each summer.
Select the "Edit Questions" button to create and edit templates. Here, select "Program Evaluation Questions" and then "Evaluation Templates".
Select "Create New Template" to create your first template. Here, you can pull in questions from your Evaluation Questions tab.
If you need to create new ones or edit existing ones, you can do so by switching to the "Evaluation Questions" tab. You'll need to name your template, and then add at least one question before saving.
Once saved, navigate back to your program. Here, select the "Create from Template" button to apply your newly created template to your project:
Then, in the pop-up, select the template:
Once applied, you'll see an email template appear below your questions. You can edit this template as needed, or turn it off if you would prefer to not send it:
Once edited, select the Save Changes button to proceed:
Scrolling down, you'll now be able to create and edit your program-wide evaluations. To do so, select the "Add Program Evaluation" button:
These program evaluations are flexible, and you can create them for summers to self-review, and or for attorneys to review summers:
Similarly to project evaluations, you will need to name the evaluation, and then can either add individual questions, or add an existing template.
You will additionally have the ability to add and customize an email alert.
If you would like to add a self-evaluation in addition to the attorney review, select the "Add Program Evaluation" again:
Then, you will follow the same steps for the summer self-evaluation:
Step 4: Emails
The final step in setting up your program is enabling emails:
There are 6 different admin emails you can turn on or off. These will alert the admin when different changes are made to the project.
Following this section, you have the ability to turn on or off 4 attorney emails and one associate email: