Evaluation FAQs
Is there an easy way to see in which sections there are still some unanswered
questions?
Prior to version 1.2.029 you have to use the Tools|Find facility to "Find questions whose Status is unanswered". This will show you only those questions that do not have an answer. From version 1.2.029, the section icons in an evaluation will display a check mark when all questions within that section have an answer.
If you are using the Verification facility, a "V" is displayed on the section icons when all questions have been verified.
An example of CHASE for Windows showing completed section is displayed here.
I have answered all the questions but the program still shows the evaluation as incomplete. Why is this?
Although you may have answered all the questions, you may still wish to make notes and recommendations. CHASE does not know you have completed the evaluation until you explicitly finish it. This can be done through the Tools | Finish evaluation option, available either within the evaluation itself, or from the Evaluations window when it is showing uncompleted evaluations (View|Uncompleted).
I set up a dummy evaluation to test the software and now want to delete it, but I can't find out how to do this. Is it possible?
Yes, but we deliberately made it a little difficult to do, so it doesn't happen accidentally. First you must finish the evaluation - go into it and select Tools|Finish evaluation. Then go to the Evaluations window, select View|Completed, and find the evaluation you wish to delete. Highlight it and select Edit|Delete evaluation from the menu.
I want to perform a re-evaluation of an area but all I can do is go through last year’s answers. How can I keep last year’s evaluation and perform a new one for this year?
You need to finish last year’s evaluation (see above). You can then start a fresh evaluation for this year (if you have set up the allocation properly the due date should be approximately correct) by double clicking in the appropriate cell in the allocations window, or selecting the evaluation from the evaluations window. When you do this you will be given the option of either filling in a blank set of questions or copying the previous year’s answers and updating them.
I have verified a question by mistake. Can I unverify it?
Yes, use the Edit | Remove verification option. NB: only Users with Administrator or Verify status can do this.
I have started a new evaluation based on an earlier one and it tells me the answers are "Not confirmed". What does this mean?
The answers are all copied from the previous evaluation but until you go through the evaluation and either re-select the same answers, or change their values to different ones they have a status of "not confirmed". This shows that this was the answer at the time of the last evaluation, but you have not indicated whether the answer is still correct or has changed. Unless you specifically tell analysis to ignore them (right-click on a column and choose Scores from the menu), unconfirmed answers are scored in the same way as normal answers.
Why do you call them evaluations and not audits?
CHASE is designed to be used both for self assessment (active monitoring) by, for example, line managers and by independent assessors for audit purposes. A self-assessment cannot be classed as an audit as it is not carried out by an independent assessor. We use "Evaluation" as a generic term to include both audits and self-assessments.
Can I print out one section of the evaluation to take on-site?
Yes. Open the evaluation and select the section you want to print in the top left of the Answering an Evaluation (or Target) window. If you select Print from the toolbar or File menu, only the selected section will be printed.
I want to print just the unanswered questions so that I can take the printout on site. I can’t find this in the Print Options; is there any other way I can do this?
Use Find... in the Tools menu of the Answering an Evaluation (or Target) window. This will allow you find questions whose status is Not answered. You can then print out the evaluation. Rather than have the Print options cluttered with a large number of items you can achieve much greater flexibility by combining Find… with Print Options. For example, you can print all those questions where there is a note by setting the Find condition to
This setting will restrict the evaluation to only those question where a note has been entered. (The * in the right hand field means "match any text".)
How can I delete an allocation I set up by mistake?
In the Allocation Window find the allocation and either:
select it with one left click of the mouse, then select Delete allocation from the Edit menu,
or
right click on the allocation and choose Delete allocation from the Context Menu that pops up. Alternatively you can delete allocations from the Areas Window or the Modules Window. Note that you cannot delete an allocation if there is an evaluation in progress for it. You must go into the evaluation and select Tools | Finish.
Can I print a list of the evaluations due for my Health and Safety Module over the next 12 months?
Go to the Evaluations Window and, from the View menu, select Display options... In the dialogue box select By module and Due. Select Dates from the Tools menu and set the Until date to one year ahead. If you click on the module name, a list of due evaluations is displayed on the right. Now select Print from the file menu or click on the Print button on the toolbar. If you are not sure if you have done this correctly, use the Print preview first.
I added some text to the Notes field of a question in the Module Editor. When I go back into an evaluation, this text does not appear in the Notes field of the answer. Have I done something wrong?
Not exactly. When you start a new evaluation, data in the notes field of a question in the module is copied into the notes field of the answer. This copy can then be edited by the person answering the question. As it is a copy, any subsequent changes to the question notes in the module will not affect the notes in the answer. If you want to make the new notes text in the question appear in the answer, you must delete the old answer (Edit | Delete answer when answering the question). The notes text from the module will then be copied into the new answer and the question can be re-answered.
