Managing evaluation questionnaires
When a session is completed, an evaluation questionnaire can be filled in by participants in order to give their feedback about the session.

DMF | 180321 TRAINING SESSIONS ASSESSMENTS |
Prerequisites:
- You must have created participant and trainer questionnaire templates (see Evaluation).
- In order to dun participants and trainers, you must have created dunning templates (see Creating a dunning template).
- In order to send invitation emails, you must have created email templates of the Invitation to an assessment Rptdesign (see Setting up report templates).
Reference
In order to send invitation and dunning emails, the EvaluationInvitation and EvaluationRelance batches must be set up.
For more information on those batches, refer to
1 | Open the session and click on |
2 | Under the Evaluation tab, enter the information: |
Field | Description |
---|---|
Participant questionnaire template |
Enter the participant questionnaire template relevant to the evaluation of the session. The list displays questionnaire templates in which Participant is checked. By default, the template entered automatically is the one for which the Participant and Default options are checked in its record sheet. It can also be the only participant template if there is only one. Important The questionnaire template cannot be modified if the invitation has been sent or if the participant has already completed the questionnaire. |
Trainer questionnaire template |
Enter the trainer questionnaire template relevant to the evaluation of the session. The list displays questionnaire templates in which Participant is checked. By default, the template entered automatically is the one for which the Trainer and Default options are checked in its record sheet. It can also be the only trainer template if there is only one. Important The questionnaire template cannot be modified if the invitation has been sent or if the participant has already completed the questionnaire. |
Participant email invitation template |
Enter the email template sent to participants so that they complete the questionnaire. Note You can click on |
Time of day to send the email invitation |
Select the time at which the invitation emails are sent. If the field is not entered, the time taken into account is 00:00. Important Creating and setting up the EvaluationInvitation batch is necessary to send invitation emails. Without the EvaluationInvitation batch, the invitation email templates and the sending time for invitation emails entered do not have any effect. |
Participant dunning process |
Enter the participant dunning template. The list displays dunning templates already created in Akuiteo. By default, the dunning template entered automatically is the one for which Default is checked in its record sheet. It can also be the only dunning template if there is only one. Note You can click on |
3 | In the line of the Evaluation periods section, enter the information: |
Field | Description |
---|---|
Number |
This number varies depending on the order of evaluation periods. To modify the number, click on the line then on the |
Proposed date |
Select the date on which the evaluation period starts. By default, the date entered automatically is the session's end date. From this date, the evaluation questionnaire is available and participants and/or trainers can complete it. The State code cell displays In progress. Before this date, the questionnaire is not available and the State code cell displays Not open. |
Alert sent to manager |
This column is related to the EvaluationAvertissement batch. If this column displays Yes, an alert was sent by the batch to the session manager and to people who have already modified the session, in order to inform them that some participants do not have any email address entered in their contact's record sheet and thus cannot receive the invitation email to complete the evaluation questionnaire. If this column displays No, no alert was sent to the manager. Reference To create and set up the EvaluationAvertissement batch, refer to EvaluationAvertissement batch. |
Last dunning |
This column shows the date of the last dunning email sent by the EvaluationRelance batch. |
Number of P questionnaires answered | This column shows the number of participants who have completed the evaluation questionnaire, compared to the total number of participants. |
Number of F questionnaires answered |
This column shows 1/1 if the trainer has completed the questionnaire, or 0/1 otherwise. |
State code |
This column shows the stage of the evaluation period:
|
Paper only (participant) |
Check this box if participants complete their questionnaire only in paper format. If this box is checked, dunning emails are not sent to participants and the Number of P questionnaires answered stays at 0. |
Paper only (trainer) |
Check this box if the trainer completes their questionnaire only in paper format. If this box is checked, dunning emails will not be sent to the trainer and the Number of F questionnaires answered stays at 0. |
Label | Enter the evaluation period's label. |
4 | In the action bar, click on |
The session and the evaluation information are saved.

To send invitation emails to trainers and participants so that they complete the evaluation questionnaire, it is necessary to:
- Enter the participant and trainer invitation email template on sessions (see Entering the evaluation information on a session).
- Set up and run the EvaluationInvitation batch (see EvaluationInvitation batch).


Prerequisite: The evaluation period must be in progress.
1 | Go to the Training Portal. |
2 | Log in with your credentials. |
3 | Complete the questionnaire. |
4 | Click on Validate. |
The questionnaire is validated.

DMF | 180321 TRAINING SESSIONS ASSESSMENTS |
Prerequisites:
- The evaluation period must be in progress.
- You must have set up at least one report template of the Participant questionnaire and/or Respondent questionnaire type (see Setting up report templates).
You can publish the evaluation questionnaire in paper format so that respondents can complete it by hand.
1 | Open the session then the Evaluation tab. |
2 | Under the Evaluation periods section, right-click on the line of the evaluation period. |
3 | Click on Print the participant questionnaire or Print the respondent questionnaire. |
4 | Click on the desired report template. |
5 | Click on Print. |
The questionnaire is printed. Participants and the trainer can complete it by hand.

You can close an evaluation period so that participants and/or the trainer can no longer complete the questionnaire linked to the evaluation period.

The EvaluationRelance and EvaluationEnvoiSyntheseSessionPeriode batches can close an evaluation period.
An evaluation period can be closed:
- When the EvaluationRelance batch is run and the delay after the last dunning email sent entered in the dunning template has passed.
- When the batch is run and the delai set up in the batch after the evaluation date has passed.
- When the batch is run and all the participants have already completed the evaluation questionnaire, even if the trainer has not completed it yet.
Reference
To set up the EvaluationRelance batch, refer to EvaluationRelance batch.
To set up the EvaluationEnvoiSyntheseSessionPeriode batch, refer to EvaluationEnvoiSyntheseSessionPeriode batch.

DMF |
180322 TRAINING SESSIONS CLOSE ASSESSMENT |
An evaluation period can be closed manually.
1 | Open the session then the Evaluation tab. |
2 | Under the Evaluation periods section, right-click on the desired line of the evaluation period. |
3 | Click on Close the selected assessment. |
4 | Click on Yes. |
The evaluation period is closed.

Prerequisites:
- Some people must have completed evaluation questionnaires.
- You must have set up a report template of the Overview of a group of sessions, Assessment summary and Overview of assessments for a session types.
The evaluation overview is a PDF file that allows you to see the details and statistics related to evaluation questionnaires that participants and/or trainers completed.

DMF |
180707 TRAINING REPORTS ASSESSMENT RESULTS DASHBOARD 180321 TRAINING SESSIONS ASSESSMENTS |
1 | Go to Dashboard > Training > Assessments dashboard. |
2 | Select the desired filters and grouping criteria for the search results and press Enter. |
3 | If you want to include multiple evaluation periods, select the lines to include in the evaluation overview. |
4 | Right-click on the desired search results. |
5 | Click on either of these options: |
Option | Description |
---|---|
Print an overview of the selected periods |
The evaluation overview will take into account all evaluation periods corresponding to the selected lines in the search results. |
Print session summary |
The evaluation overview will take into account the session corresponding to the selected line. |
Print the individual assessment record |
The evaluation overview will take into account the answers of one participant corresponding to the selected line. |
6 | Select the desired report template. |
7 | Click on Preview, Print or Send email. |
The evaluation overview is published.

DMF | 180321 TRAINING SESSIONS ASSESSMENTS |
1 | Open the session then the Evaluation tab. |
2 | Select one or more lines to include in the evaluation overview. |
3 | Right-click the desired evaluation lines. |
4 | Click on either of these options: |
Option | Description |
---|---|
Print an overview of the selected periods |
The evaluation overview will take into account all evaluation periods corresponding to the selected lines in the search results. |
Print session summary |
The evaluation overview will take into account the session corresponding to the selected line. |
5 | Select the desired report template. |
6 | Click on Preview, Print or Send email. |
The evaluation overview is published.