⚙️ Evaluate reports

The evaluation system enables you to include or exclude reports while providing the option to add a justification to your evaluation.
When you generate a Search Export, this documentation will be included in the Excel table. This ensures comprehensive documentation for future reference, analysis and audit.

How to evaluate a report

To begin, you need to access a detailed view of an incident report. This can be a full text-based report, such as MAUDE (see image above), or a PDF and text report, like BfArM. Follow the steps below:

1. Locate the Evaluation tab at the top right. 
2. Select an Evaluation status
   Green icon: Relevant
   Yellow icon: Needs Review (Working-on-it status)
   Red icon: Excluded
   
   
3. Optional: Select a predefined justification or criteria.
   To justify your choice of including or excluding a report, you can select one or multiple criteria to document the reasoning behind your decision.
   
   Example:  Out of Scope, Non-relevant device
   
   These criteria can be defined in the Settings (you need to have an Admin Role).
   
   
4. Optional: Add a Note
   
   
   
   
5. Finally, click on "Approve" to save your evaluation choice, any selected criteria, and the note.
6. If any changes are required, click on the pencil icon next to the evaluation button to access the editing mode. Remember to save your changes by clicking on "Approve."

Important information:

💡 Evaluations are saved in relation to the search. This means that if another search delivers the same report, the first evaluation won’t be reflected for this new search.

💡 Evaluations are shared across your entire organization. All team members within your organization will have visibility of reports' evaluations, along with the associated criteria and notes.