Create an evaluation type

  1. In the left navigation panel, expand Configuration > Reference Data.
  2. Click Evaluation Types.
  3. Click New > Create New Evaluation Type and define the evaluation type:
    • Name: Enter a name that is easily for users to understand.
    • Short Name: Enter a short name with up to 5 characters for the evaluation type to display in small labels for graphic visualizations.
    • Technical Name: Enter a unique technical name for the evaluation type that has no whitespaces or special characters.
    • Description: Add a description to inform other users about the purpose of the evaluation type. The desciption is displayed as a tooltip in the Evaluation view.
    • Is Global: Set the checkmark if the indicator types of the evaluation type are global indicators and computed via object-independent computation rules.
    • User Profiles tab: If you select user profiles in the list, all indicator types of the evaluation type will only be available in the selected user profiles. If you do not select any user profiles, the indicator types of the evaluation type are available in all user profiles.

    The definition in the Visualization tab is not applicable. It is currently not displayed to users.