Evaluation Statuses & Lists
Every evaluation lives in one of four lists under Evaluations in the sidebar. Each list has the same tools: a search box, a program filter, a date filter, and a paginated table.
The lifecycle
Section titled “The lifecycle”| Status | Meaning |
|---|---|
| Pending | The evaluation is either still processing (the AI is reading and matching the transcript) or waiting in review for an evaluator to check and confirm results. |
| Completed | An evaluator finished the evaluation. It’s read-only from here; the PDF can be downloaded or emailed at any time. |
| Failed | Processing could not finish — usually an unreadable document. Re-upload in a new evaluation. |
| Canceled | Someone canceled the evaluation and recorded a reason. |
Evaluations created from your website form start as Leads under Marketer › Leads — see Website embed form.
Actions on pending evaluations
Section titled “Actions on pending evaluations”Open the row menu (⋯) on any pending evaluation:
- Edit Student (Manager and above) — correct the student’s name, email, or program details.
- Cancel Evaluation — stops the evaluation. You’ll pick a reason from a list (choosing Other asks for details). Canceling is irreversible — the evaluation moves to the Canceled list and can’t be resumed; upload again to re-evaluate.
Click a pending evaluation to open it for review.
Actions on completed evaluations
Section titled “Actions on completed evaluations”From the row menu on a completed evaluation:
- Edit Student — fix contact details (the evaluation itself stays read-only).
- Download PDF — save the evaluation summary.
- Email PDF — send the summary to the student (the recipient defaults to the student’s email).
Opening a completed evaluation shows the full review and confirmed results in read-only mode, so you can always trace how the outcome was reached.
Failed evaluations
Section titled “Failed evaluations”A failed evaluation means the document couldn’t be processed — most often a blurry photo, a cropped page, or a password-protected PDF. The fix is a better document: see Troubleshooting, then create a fresh evaluation with the improved file.