QUICK START GUIDE - Form Section - Evidence Collection

  • Checklists are aids that help you review configuration settings and follow best practices prior to testing. Be sure to test the functionality fully in your Pilot portal before releasing to end users.
  • The Form Section Quick Start Guide covers the creation of the available form sections to be used in a Performance review task.


ASSIGN PERMISSION Performance Review Form Sections - Manage
GO TO Admin > Tools > Performance Management > Form Sections > Create Review Section


BEST PRACTICES FOR form sections

  1. Define review section
  1. Name
  • Name your Evidence Collection Section something that will be easily identifiable when bringing into a Performance Task.
  • Select Evidence Collection for the Section Type.
  1. Details
  • Directions: Enter directions that will appear to end users at the top of the performance review section within the Performance Task. HTML can be used to highlight important instructions.
  • Leverage tags to pull in relevant information.
  • Categories should be used to organize multiple sections for easy identification for future use.


  1. link competency assessment section
  1. Competency Assessment
  • Evidence Collection is associated with your Competency Assessment Section.
  • Evidence collected and included within this section is associated with the competencies within the Competency Assessment Section.
  • The Evidence Collection Section is tied to a Version, so be aware of the version of your Competency Assessment Section. Should you change the version, you will need to associate the Evidence collection to the updated version.



GO TO Admin > Tools > Performance Management > Tasks
View in Test Task Create a TEST task and place the Evidence Collection section into your workflow, associate it with the Competency Assessment Section to see how it displays and functions to the end user. To learn more about Evidence Collection functionality refer to Online Help and the Training Courses within the CSC.