OJT Form - General

The OJT Form - General section provides options to manage and monitor the OJT evaluation process.

The following options are available:

• Send for Evaluation
• Withdraw Evaluation
• Manage Reviewers
• View Analytics
• Learner Reports

Send for Evaluation

Send an OJT form to managers or manager groups for evaluation.

1. For the required OJT form, click the three dots under the Actions column.
2. Select General > Send for Evaluation.
   Alternatively, after creating an OJT form, click Publish.
3. In the Users section, select the required managers.
4. Choose from the available options:
   • Users (Managers) – Select specific managers.
   • Groups (Manager Group) – Select one or more manager groups.
   • All Users (All Managers) – Send the form to all managers.
5. Click Send.

A success message confirms that the OJT form has been sent for evaluation.

Withdraw Evaluation

Withdraw an OJT form that has already been sent for evaluation.

1. For the required OJT form, click the three dots under the Actions column.
2. Select General.
3. Select the users or groups from whom the evaluation needs to be withdrawn.
4. Click Withdraw to remove the form from selected users, or click Withdraw All to remove it from all assigned users.
5. In the Please take a moment… confirmation window, click Yes.

A success message confirms that the evaluation has been withdrawn.

Manage Reviewers

Assign reviewers to learners who have submitted an OJT form for evaluation.

1. For the required OJT form, click the three dots under the Actions column.
2. Select General > Manage Reviewers.
3. Click Select Reviewer for the required learner.
4. In the Select Reviewer pop-up, select the Role and Reviewer.
5. Click Update.

The selected reviewer is displayed in the REVIEWER column. After the reviewer submits the evaluation, the status changes to Submitted.

Bulk Upload Reviewers

Assign multiple reviewers at once using an Excel file.

1. On the Manage Reviewers page, click Bulk Upload Reviewers.
2. Click Download the Sample Format.
3. Enter the required reviewer details in the Excel file and save it.
4. Click Choose File and select the completed file.
5. Click Upload.

Note: Supported file formats are .XLS, .XLSM, and .XLSX.

A success message confirms that the reviewers have been uploaded successfully.

View Analytics

View response and performance data for an OJT evaluation form.

1. For the required OJT form, click the three dots under the Actions column.
2. Select General > View Analytics.
3. Review the total number of responses submitted for the form.
4. Scroll down to view question-wise analytics, including:
   • Response options
   • Number of responses
   • Percentage distribution
5. To download the analytics report, click Export.

The system generates the detailed analytics report as a PDF file.

Learner Reports

View learner submissions, evaluation status, reviewer details, and OJT performance reports.

1. For the required OJT form, click the three dots under the Actions column.
2. Select General > Learner Reports.
3. Review details such as Assigned Date, Submission Date, Reviewed Date, Reviewer, and Status.
4. Click the eye icon for a learner to open the Response Overview.
5. Review the learner's submitted responses.

Download Learner Reports

1. Click Export.
2. In the Download Reports pop-up, select Download New Report.
3. Enter a file name.
4. Click Download.
5. Click the Export icon to download the generated report.

The report is downloaded in .xlsx format.

Delete a Report

1. Click the bin icon for the required report.
2. In the confirmation window, click Yes.

The selected report is removed from the list.

Related Topics

• OJT Evaluation
• Previewing an OJT Form
• Saving an OJT Form
• Deleting an OJT Form
• Review OJT - Evaluation Forms