Setting up Packages

1 Click on the Schedules tab. Click Management Tool.

2 You will need to decide which level (i.e. portfolio, course, section or session) you would like to send the forms under depending upon what you are evaluating. Click to the left of that level. A pencil should appear and you will see a few options. Click on 'tools.'

3. Click the Eval tab. You will then see a list of previous packages that have been sent. To set up a new package, click 'add new package' in the top left corner.

4. You will need to enter the date you would like the evaluations to be sent on, the dates that the evaluation is pertaining to and you also have the ability add a Span Title. Click Save.

5. You will then see a line with the package information that you have just set up. To add evaluations to this package, click on 'new form.'

6. Fill in the appropriate information and click Submit.

7. You will see the form you have added under the package information. If you would like to send another form with the package, click on 'new form' again. If you would like to send the forms immediately, click 'send now' otherwise the forms will go out automatically on the night of the send date.