Part 4: Evaluation, Reports & Finalization (~10 min)¶
← Part 3: Participant | Back to Curriculum
Audience: Admin
Objective: Evaluate participant responses, generate reports, finalize the shipment, and review performance.
4.1 Evaluate Responses¶
- Go to Analyze → Evaluate Responses
- Find your shipment (use the search box)
- Click View
- Scroll to the bottom and click the green Evaluate button
- Review the results table — each participant's score and pass/fail status is shown
Note: Evaluation can be run multiple times. Results are not visible to participants until finalization.
4.2 Generate Reports¶
- Go to Analyze → Generate Reports
- Find your shipment and click View
- Scroll down and click the green Report button
- Click Generate Participant Reports
- Wait a moment and refresh — reports are generated in the background
4.3 Finalize the Shipment¶
- Go to Analyze → Finalize Reports
- Find your shipment and click View
- Scroll down and click the green Finalize button
- Click Generate Reports and Finalize Shipment
- Wait a moment and refresh
Important: Finalization is permanent. Once finalized, participants can download their reports. Ensure evaluation and reports are correct before finalizing.
4.4 Review Performance (Shipment Report)¶
- Go to Reports → Shipment Reports
- Find your shipment and click the green shipment code link
- An Excel file is downloaded with multiple sheets showing overall and per-participant performance
Trainer Notes¶
- Walk through the full evaluate → generate → finalize flow live
- Emphasize that evaluate and generate can be repeated, but finalize cannot be undone
- After finalizing, switch to a participant login to show that reports are now downloadable (ties back to Part 3, Step 3.3)