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What does the evaluation form look like?

Applies to: Instructor, Local Admin, Administrator

The form has a 3-step progress bar at the top right. Step 1 loads first and includes:

  • Select User — A dropdown with the learner’s name already filled in
  • Company Name (optional) — A text field only used by clients who do evaluations for other companies. You can leave this blank.
  • Evaluation name — Shown in bold at the top (like "COUNTERBALANCE OPERATOR EVALUATION")
  • Equipment — A dropdown to pick the equipment type

Below these fields, the checklist items are grouped into sections that you can expand or collapse. Each item has a Yes, No, or N/A answer. The N/A option is used when a particular item does not apply to the equipment being evaluated.