Evaluation Survey Management - Coordinators Follow

Topics Covered
Survey Management
Sending Surveys
Survey Reporting
Survey Completion

Target Users
Bureau Coordinators

Required Permissions
Coordinator Permissions

Evaluation Surveys

The Evaluation Surveys feature allows Posts and REAs to provide feedback on previously fulfilled assignments. In the READY system, Coordinators have the ability to manage, send, and track surveys for completed assignments within their Bureau.  REAs and Post Requesters can complete surveys within the READY system as well.

Survey Management

Bureau Coordinators are able to build and manage evaluation surveys within the READY system.  To do so, Coordinators need to navigate to the Configurations dropdown menu on the left toolbar.  Under the Configurations menu, click the Survey Management option.

Once clicked, the Survey Management page displays.  On the Survey Management page, Coordinators can make edits and additions to the REA, Rover, and Post Evaluation Surveys.  To make edits to existing questions, Coordinators will click the Edit icon within the question box.  To delete the existing question, Coordinators will click the delete icon within the question box.  To add new questions, Coordinators will click the Add Question button on the top right of the page.

When all questions are created and saved, they then display on the published survey when sent to the respective user.

Sending Surveys and Survey Reporting

At the conclusion of an assignment, it is time to send the evaluation surveys to the Post Requesters and any REAs that played a role in the assignment.  There are two ways Coordinators can complete this action, each depending on the end date of the assignment. 

1. If the end date has not yet approached, Coordinators will navigate to the dashboard and locate the Assignment in the “Assigned” status.  Once located, the Coordinator clicks the clipboard icon to display the evaluation survey information for the assignment.

On the Evaluation Survey page, Coordinators can enter the email addresses of Post Requesters who oversaw the REA during the assignment to send an evaluation survey to complete about the REA.  The REA(s) who fulfilled the assignment will automatically display in the “Resources” section of the page for Coordinators to send the survey.  Coordinators must click the Send Survey button in order for the Post Requestor and the REA to receive the survey to complete.

Upon sending the survey, the recipient will receive an automated email guiding them to the READY application where they can complete the evaluation.

When the survey is completed, the clipboard at the bottom of the page next to each recipient displays green and when clicked, the survey results display.

2. If the assignment end date has approached and the assignment no longer displays on the dashboard, Coordinators will need to send the evaluation surveys from the Historical Assignments page.  To do this, navigate to the Reporting dropdown on the left toolbar and select Historical Assignments.  On the Historical Assignments page, Coordinators will locate the recently completed assignment and click the clipboard icon which will take them to the same Evaluation Surveys page as displayed previously where they can send surveys and view survey results.

*Note: REAs and Post Requesters can only complete surveys after the coordinator has sent the survey directly to them.

Post Requesters Completing Surveys

Post Requesters who had oversight of an REA fulfilling an assignment, can complete the evaluation survey once the coordinator has sent the survey directly to their email address through the READY system.  To access surveys, Post Requesters will log in to the READY Application (as directed in the email) and click Post Survey from the left toolbar which displays the Evaluation Survey page.  On the Evaluation Surveys page, they will then choose the desired assignment from the assignment dropdown.  Once selected, the survey displays allowing them to answer the questions the coordinators have arranged for the Post survey.

Once complete, the Post Requester no longer has access to make any changes to the survey answers.  The survey responses display on the Evaluation Survey page in Historical Assignments for the coordinators.

REAs Completing Surveys

REAs that fulfilled an assignment, can complete the evaluation survey once the coordinator has sent the survey directly to their email address through the READY system.  To access surveys, REAs will log in to the READY Application (as directed in the email) and click Resource Survey from the left toolbar which displays the Evaluation Survey page.  On the Evaluation Surveys page, they will then choose the desired assignment from the assignment dropdown.  Once selected, the survey displays allowing them to answer the questions the coordinators have arranged for the REA survey.

Once complete, the REA no longer has access to make any changes to the survey answers.  The survey responses display on the Evaluation Survey page in Historical Assignments for the coordinators.

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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