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Evaluation Detail Report?

Is there a report that can be manipulated to provide evaluation/survey detail by user? The use case is an acknowledgement/consent/disclosure form set up as an evaluation, with a user answering in the affirmative or negative to a general question, and additional questions (free text or multiple choice) to provide more specifics.

  1. We'd like to be able to print/save a copy of the evaluation responses for each user in an offline record/file.
  2. We'd like to be able to identify/filter anyone who responded negatively to the general question and quickly review their entire evaluation. This doesn't need to be a report parameter, as long as we can just filter in Excel.
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  • I'd love to hear more about your use case... it seems like it might be similar to a policy sign off or something to that effect. Does what your doing really belong in a learning product or is it something that can kinda live on its own? Is it gated or does it gate any other types of activities the user may be doing, or does it just need to be completed? - Adam Spicer
  • @Adam - a couple of specific use cases actually. I didn't intend this question to necessarily be about a simple policy sign off, where the only response option is really "yes, I acknowledge/accept the policy", but that is another use case we are looking at as well. We'd love to hear your thoughts - for our case we would just need to display the policy and a sign-off/acknowledgement statement with a checkbox and a submit button, or something to signify acceptance. You shouldn't be able to submit without checking the box. It would need to be gated, where completing an activity on the policy could be required before the sign off form. I would expect to always have a related educational activity available (video, content package, etc.), but depending on the policy it may be required or optional. - Matt Kamen
  • (Part 2) Relating more to the original question, we have two use cases. One is a disclosure form that is similar conceptually to a simple policy sign off, but more detailed. It also would be gated by an activity. This fits well as an evaluation on the user side - it's a series of questions (multiple choice/free text) - but the base reporting options seem to be at the summary level only. It’s key for our personnel team to be able to have hard copies of each user's individual responses (preferably formatted, PDF) and also a formatted Excel copy of all individual responses to easily identify/filter anyone who responded to one of the questions a specific way for follow-up. The other case is a true survey at the end of a course to measure satisfaction, etc. Our program analytics team prefers to have the raw, line-by-line responses rather than just summary data. - Matt Kamen
  • @Adam - any further thoughts on this report? Conceptually I see it as very similar to the old Evaluation Results report in Blue (Excel with Pivot option). A formatted PDF would be an extra bonus user-by-user, but probably less important on the functional side. Thanks. - Matt Kamen
  • @Matt, in regard to policy sign off, what you describe is more or less what we were thinking... so no issue there. We don't have a timeline of when that would be available yet, but I'll keep you updated. - Adam Spicer
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  • @Matt, the evaluation "detail" report is something that we are considering adding as a report option. It would be much quicker for us to deliver the excel version. We don't have pivot* support yet in Learner Community, so each row on the spreadsheet would likely contain user info, the question and the given choice. If there was more than one choice given (like a pick many), then there would be multiple rows for that user and question. You can then pivot the data as you see fit from Excel or otherwise manipulate it. What is your timeline around needing this data? We can likely run this for you in an ad-hoc manner until the report is ready for you to run yourself. - Adam Spicer
  • @Adam - For the detail report, Excel is fine for the short term. We definitely need it before launching our 2nd portal in late August. Not sure how complex the development is, but if mid-July is at all feasible I should be able to drive additional usage for an annual compliance activity covering our National team on our staff portal. I just need enough lead time to sell our team on the report to move the activity from paper to online. Otherwise we'll review it again next year. Thanks! - Matt Kamen
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Hey Matt, have you considered using an assessment instead of an evaluation? I think that would solve both of your problems.

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Responded: 5/8/2014 1:02:34 PM
  • Thanks for the suggestion, Zachary. Using assessments would suffice for the back end reporting, but having to treat this as a scored assessment (or even self-check) with "correct" and "incorrect" responses is a barrier for this particular activity. A copy of the Assessment Detail report geared toward Evaluations, or even expanding the existing report to include evaluations, would be beneficial for us. - Matt Kamen
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