05. Link the Appraisal Form (Step 2)
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Once you have created an Appraisal Form, the next step is to create the Appraisal within the Courses module and then link the two together.
Create the Appraisal
To create the Appraisal, navigate to the Courses tab and select Create a New Course. At this stage, do not add any e-learning material as the Appraisal content will be added after the skeleton of the course has been created. Once you have created the skeleton of the course, access the Settings page of the course and scroll to the Appraisals Settings section.
Once here, please click on the plus sign at the top on the right side and click edit. You will then be able to select the Appraisal and link the Appraisal Form that you have previously created. Afterwards, you will be able to select whether the Appraisal should be completed by the Appraiser alone or by both, the Appraiser and the Appraisee.
Once this is complete, you will then be able to attach notifications for the appraisal which can be sent when the Appraisee/Appraiser has completed their section to notify the other to complete their section.
| Reviewed notification Template | This is the notification sent to both the Appraisee & Appraiser when signed off with no changes. |
| Send Notification Template | This is the notification sent to the Appraisee when the Appraisal is assigned. |
| Submitted Notification Template | This is the notification sent to either party when the other party submits the appraisal to the other for review. |
To make the Appraisal ready for use, change the status to published under the Course Settings.
