How many speaker groups?

In most cases, you will organize your evaluation questions into groups, and you will create one group for each speaker. The groups will contain detailed records of the ratings, questions, comments, and other evaluation criteria for the speakers belonging to them.

Set up a sufficient number of speaker groups to accommodate the maximum number of speakers who may participate and who you may want to rate for any event function. For example, if five speakers will be presenting at a single function and you want to rate them individually, then you will need five speaker groups.

In addition to evaluating speakers, you also can set up groups for evaluating non-speaker categories. You could rate the facilities or report statistics on the demographics of the attendees. These additional groups will print on the speaker evaluation report.

Note: Long-term activity records can be created only for groups that are linked to customer IDs through the Field 1 Usage field on the Set up event resources window.

To enter rating groups and evaluation criteria

Set up your evaluation criteria to match each question that you ask on any of your speaker/event evaluation questionnaires.

1. From Events, select Set up tables > Event resources.
2. Click New.
3. Override the default in the Type field, and enter SPEAKER to create the speaker group.
4. Enter the name (or number) for the Group (for example, SPKER1).
5. Enter a Title for the group (for example, Speaker One).
6. Enter the Group Sort Order to control the order in which the groups display for each Type. Entering numerically lower numbers will display the group ahead of those groups with higher numbers.
7. Under Field 1 Usage, select the Id option.
8. (optional) If you want to enter comments in addition to the evaluation score, select the Text option under Field 2 Usage.
9. Click Save.
10. Click New to enter the evaluation criteria for each group.
11. Enter the group Type for which you are entering evaluation criteria (for example, SPEAKER). This is the same Type entered in Step 3.
12. Enter the Group name for which you are entering evaluation criteria (for example, SPKER1). This is the same Group entered in Step 4.
13. Enter a Code for the evaluation criterion (for example, 2).
14. Enter a unique Title for the criterion you want to track (for example, Quality of Presentation).
15. Enter the same Group Sort Order entered for the group in Step 6.
16. Enter the Item Sort Order to control the order in which the evaluation criteria display for each group. Entering numerically lower numbers will display the criterion ahead of those criteria with higher numbers.
17. Select the Quantity option under Field 1 Usage (if the criterion is to have a numerical evaluation score). Long-term activity records can be created only for groups that are linked to customer IDs through the Field 1 Usage field.
18. (optional) If you want to enter comments in addition to the evaluation score, select the Text option under Field 2 Usage.
19. Click Save after entering each evaluation criterion.