In the following article you will learn how to set up transfer evaluations for In-person courses courses.


To access you must go to Measurement Plan >> Transfer.

Here you can:

  • Edit:

    • Tool

    • Enable or disable the sending of emails and reminders.

    • Opening date

    • Closing date

    • Enable or disable the option Do not display in participant portal after the closing date

    • Type: Pre and Post tests assessments

    • Measurement by manager

    • Self-assessment

    • Other sources

Once the configuration is ready, click on Save changes.

  • See the list of available evaluations

  • Add new: measurement tool following the previously mentioned steps

You will also be able to:

  • Adjusting the quantity of other sources

    • Edit source

    • Delete source

    • Add a new source

Remember, if you need assistance or have any questions you can contact us through our chat or email. We are happy to help you!