NOW IN PERFORM: Auto-Push Completed Evaluations to eForms!
You spoke and we listened! If you have Perform and eForms, your completed evaluations can now be automatically pushed from Perform directly to EDMS. This new integration will help you:
- Save time with automation: Completed evaluations go straight into a designated folder in eForms, and post-completion changes update automatically – no manual steps needed.
- Improve organization: The system instantly sorts evaluations into the right personnel folders for you – eliminating the tedious process of moving them around one by one.
- Ensure security with access control: Decide who has access to the designated folders in eForms that contain completed evaluations.
Ready to start using auto-push? CLICK HERE to watch a short video that walks you through the easy set-up process. To learn more about this update, click here to view the release notes.
FAQs
- When will these changes appear in my account? The new integration described above is live as of Tuesday, May 14, 2024.
- Do I need to do anything to start using this feature? To begin auto-pushing completed evaluations to eForms, navigate to your Admin Settings and select your desired folder path and visibility settings (view the video walkthrough to see how). All Perform customers with eForms can make these updates in your account now and start using this feature immediately.
- I updated the file path in the Administrative Settings, how long will it take for the files to move in EDMS? Similar to Evaluation Programs, changes to your settings are not retroactive; they will only apply to Completed evaluations going forward.
- Where can I learn more about how to use this feature? To see this feature in action, CLICK HERE to watch a short video walkthrough. You can also click here to view the release notes in Community.