Overview:

The create new button provides a direct short-cut to allow you to create new feedback, actions, contacts etc without needing to navigate to the specific menu option in the side-bar.

The ‘+ New’ button is visible on the main header banner from wherever you are in the evaluagent platform making it much simpler and faster to create those new assets you need.

What can you create as 'new'?

The ‘+ New’ button will allow you to create specific assets or trigger particular workflows by clicking on the button.

What options you can see are controlled by the permissions that your user has. The full list currently of possible ‘new’ assets to create is as follows:

• Feedback – create new general feedback for another user
• Contact – create a new contact to evaluate
• 1-to-1 – create a new 1-to-1 meeting with a member of your team
• Action – create a new action to assign to another user
• Meeting Request – Create a request for a meeting
• Announcement – create a new announcement to be shared across your teams
• Single Calibration Session – create a single one off calibration session
• Recurring Calibration Session – create a regular recurring calibration session
• User – create a new single user or bulk upload of users

Simply click on the ‘+ New’ button and select your chosen asset from the drop-down menu

How are the options controlled?

What is presented to a user when they click on the ‘+ New’ button is controlled using the same roles and permissions you set for your users. So for example users without the permission ‘Assign Actions’ will not see the create new action option in the drop-down menu.

The permissions are therefore exactly the same as would control what a user can do from the menu options in the main side menu bar.