Instructions on using the Evaluation Form You will notice there are 2 versions of the form attached to your email: 1. INSTRUCTOR Evaluation Form template Foxit (includes easy saving and filing functionality, as well as “Reset Form” and “Back to Top” buttons) 2. INSTRUCTOR Evaluation Form template allelse (does not have the above mentioned functions, you will have to do them manually) This document will contain instruction on how to setup necessary software and how to use the document for 1. Desktop with Foxit(Foxit Reader only works on desktop systems - no Ipad) 2. Desktop with Adobe Acrobat, Nitro Pdf or other untested PDF software. 3. Ipad , with PDF Expert 5 – the only IPad App that I found (tested about 9, paid and unpaid) that can handle the work we need for this document. For Desktop with Foxit, use file #1 that ends in Foxit , for all other system/software combos including Ipad, use file #2 that ends in allelse. **See the end of the document, Appendix B, on how to create copies that can’t be edited any further and can be sent to the candidates. 1. Desktop – FOXIT READER – Recommended The advantage of using FoxIt Reader to fill in the Evaluation forms is the existence of two buttons that can simplify and speed up your work. They are marked as “Admin Buttons” in the figure below, and they are: 1. Save As: Ability to save a copy of the document with the click of one button without going through the entire Save As procedure (Green Save As button in the figure below) o It saves the new doc in the same directory as the template, with the file name “[Last Name] [First Name][Candidate CC#] Instructor Evaluation.pdf" based on the values you input into those fields. o This feature also hides the Administrative buttons from the saved copy, so that the copy saved is a clean document with just the necessary information. 2. Reset Form: Clear the fields of the form that cannot be reused for the next evaluation with one click o The fields “Course Dates” , “Evaluation Date”, “Course Facilitator(s)” and “Evaluator(s)” will not be cleared so that you can reuse it for the next evaluation. Everything else will be cleared. There is a blank here because the required image wouldn’t fit. Please see the next page. • The exact process will be explained after the instructions to set up FoxIt Reader. 3. Furthermore, at the end of the Foxit document, there is a “Back to Top” button that brings you to the first page so you don’t have to scroll back up. Instructions to Set up FoxIt Reader on your PC (Windows or Mac available). 1. Go to the Download page of their website: http://www.foxitsoftware.com/downloads/ 2. The first item in that list is the Free Foxit Reader. Select your operating system from the dropdown and click download. 3. Install the Software. 4. Open the software, go to FILE -> Preferences . 5. Find “Trust Manager” in the list of the left of the dialog Box. 6. Make sure “Enable JavaScript Actions” is checked and UNCHECK “Enable Safe Reading Mode” ** After enabling these settings in the Foxit Preferences, you will be able to use the Save As button. How to Use the Document 4. After completing the entire document (general features and flow of the Evaluation Form are described in the Apendix at the end of this document) , click “Back to Top” to come back to the first page, make sure First Name, Last Name, CC# are filled in, and click the button “Save As” that is found on the first page. 5. You will NOT get the regular Save As Dialog box. Instead, the document will automatically save a copy in the same folder where you have this template with the filename in the form of [Last Name] [First Name] [CC #] Instructor Evaluation.pdf . o Therefore, it is best to create a folder that will contain all evaluations for a particular course, put the foxit template in it, and then begin filling out and saving evaluations). 6. You are now working in that File you have just created. You can click “Reset Fields” button, which will reset all form fields except Course dates, evaluation Date, Course facilitator and Evaluator Fields which you can reuse in this next evaluation. (Do not click Save from the File menu). 7. Fill in the new candidate’s name and evaluation, and at the end, click the Save As button again and repeat process. 2. Desktop – Adobe Acrobat Use file #2 , INSTRUCTOR Evaluation Form template allelse.pdf * This form only works on Adobe Acrobat Pro, not on the free Adobe Reader. If you are unsure if you have the full version installed, try opening the evaluation document and see if it works. If it is Adobe Reader that you have, you will get an error and won’t be able to modify the fields. If you are unable to use your currently installed software to edit the form, we strongly recommend going with the Foxit Reader alternative. It is the best desktop reader we have tested and it is free. 1. Fill in the Form 2. Save As , and type in the filename in a form that identifies the candidate. 3. To clear the form, 1. Upper right corner of the window, click on “Tools”. 2. Go to the “Forms” dropdown 3. in “More Form Options” drop down , find and click on “Clear Form” 4. Refill for next evaluation and Save As. 3. IPad w/ PDF Expert 5. You will need to download and Install the Application “PDF Expert 5”, which costs $9.99 on iTunes. https://itunes.apple.com/ca/app/pdf-expert-5-fill-forms-annotate/id743974925?mt=8 Workflow: 1. Open the Document, complete evaluation for Candidate A 2. When you are ready to Save the file, in the right-upper corner, right underneath the Battery indicator, you will find a button that looks like this . 3. This will give you a menu in which you can find “Save a Copy” .Click it. 4. You will have to type in the New File Name , please pick something that will identify the candidate whose evaluation you have filled. 5. Below you will find two options: 1. “Original Document” – this will allow you to make changes to the pdf down the road. 2. “Flattened Copy” – this saves a regular pdf and flattens the form elements . Everything you inputted until this point will be saved and displayed as regular text, checkmarks etc, but will not be changeable in the future. • This can be useful if the copy is final and you are ready to store it/ send it to the candidates. 6. You will notice after saving a copy that you have two documents open in the app. The old copy, and the new saved copy. 1. if you have saved a flattened copy, close the new saved copy and continue working with the original template. 2. If you saved as “original document” , you can work with either copy to reset form and fill out another evaluation. • Reset the form by going to the same icon / menu that you used for “Save a copy” Appendix A– General Features of the form These features will work on both files provided. It is best if you have the document open and you can test them as you go along this following list: 1. Let’s take Knowledge evaluation for example: If you select the radio boxes for “Online Modules”, “InCourse Workbook”, “MED Online Evaluation”, the knowledge evaluation radio box value is automatically calculated so you don’t have to check that as well. Furthermore, if the value of Knowledge Evaluation is “Incomplete”, the appropriate checkbox in “retake the following evaluations” on the first page gets checked. 2. This is the case for all the 4 major sections of the document. By selecting the “Meet Standard | Incomplete” for the subsections, the decision for the Major Section is automatically calculated and reported to the first page. (except for Professionalism Evaluation, which has no subsections, and you have to select Met Standard or Incomplete). 3. Comments are entered in the text boxes provided if you feel there is a need for comment. Do not feel like you need to input something there, as the comments fields will not show to the course candidates. 4. Here you will have to determine “Course of Action” , but any required retakes will automatically show there. 5. You will then determine pass fail. Appendix B – Creating “locked” copies on Desktop computers The process for creating locked copies on an ipad is already described above in the instructions for Ipad. By clicking Save As on all the desktop software to create a new file for a new candidate, you are essentially creating a copy of the fillable pdf. However, if you would like to create a “Flat” PDF (no longer fillable or editable in any way) that you can send to the candidates, you will have to do so by “printing” the document into a new file: 1. In whatever software you are using to edit your fillable pdf, go to File -> Print. 2. At the top of the Print dialog box, look in your list of installed printers and look for “[Software Brand] PDF Printer” or “[Software Brand] PDF Creator”. a. for example, on my computer I have two of them: “Foxit Reader PDF Printer” and “Nitro PDF Creator”. You could have “Cute PDF Printer” and it will work the same. 3. Select all other options as if you wanted to print to paper.