Creating Multiple Evaluations

If you need to create multiple evaluations at the same time, follow the link under the About Navigator OT section to access the CSV file upload functionality and instructions.

• Enter the position and the assignee email address for each evaluation to be created. 
• If you are completing the questionnaire as the Owner, you can leave the assignee_email column blank. 
• A maximum of 200 evaluations can be created at a time. If you need to create more than 200 evaluations, you will need to upload multiple CSV files.

• Symbols are limited: Do not use commas or quotation marks; periods are accepted
• Capitalization and lowercase letters are accepted
• If a row has an email address, it must also have a position

Best Practice

• Always start with a new file template instead of opening and editing a file that’s already been used. Editing an existing file sometimes causes inaccurate records to be created in the upload process.