====== PMS ======
===== PMS Appraisals Reference=====
==== Add Appraisal reference ====
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* **Step 1:** Click on PMS.
* **Step 2:** Click on Appraisals.
* **Step 3:** Click on Add button.
* **Step 4:**
- //Appraisal reference:// Enter the appraisal reference.
- //From:// Select from the calendar the starting period for the appraisal.
- //To:// Select from the calendar the ending period for the appraisal.
- //Remarks:// Enter a remark concerning the appraisal.
- //Add objectives by models:// Mark appropriate box if objectives are to be added by models.
- //Active:// The flag is set active automatically.
- //Weightage Type:// Select the weightage type by clicking on the arrow.
**Nb:**
* The mandatory fields are indicated by the ***** symbol.
* You have also the possibility to copy from an existing PMS reference //Predecessor Reference//.
- //Appraisal reference:// Click on the arrow and select from the drop-down list the reference you wish to copy.
- //Score:// Mark if you want the score to be same as the selected reference.
- //Families/Items:// Mark if you wish to copy the Families/Items.
- //Mapping:// Mark if you wish to copy the Mapping.
* **Step 5:** Click on the Save button to save all your entries.
==== Edit Appraisal reference ====
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* **Step 1:** Click on PMS.
* **Step 2:** Click on Appraisals.
* **Step 3:** Select the Appraisal reference you want to edit.
* **Step 4:** Click on Edit button.
* **Step 5:** Select the relevant field and make necessary changes.
* **Step 6:** Click on the Save button to save all your changes.
==== Delete Appraisal reference ====
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* **Step 1:** Click on PMS.
* **Step 2:** Click on Appraisals.
* **Step 3:** Select the Appraisal Reference you want to delete.
* **Step 4:** Click on Delete button.
**Nb:** You will be prompted for confirmation since this process is irreversible.
* **Step 5:** Click Ok to continue.
* **Step 6:** When deleting process completed click Ok in the message box in order to return to menu.
==== Re-open Appraisal reference ====
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* **Step 1:** Click on PMS.
* **Step 2:** Click on Appraisals.
* **Step 3:** Select Closed Appraisals.
* **Step 4:** Select the Appraisal Reference you wish to re-open.
* **Step 5:** Click on Re-open Reference button.
* **Step 6:** Click on Ok to confirm message of re-opening the selected reference.
* **Step 7:** Click Ok to return to menu.
===== PMS Scoring =====
==== Add PMS Scoring ====
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* **Step 1:** Click on PMS.
* **Step 2:** Click on Scoring.
* **Step 3:** Click on Add button.
* **Step 4:**
- //Scoring Description:// Enter a short description for the scoring.
- //Remarks:// Enter your remarks for the scoring.
- //From:// Enter a start value.
- //To:// Enter an end value.
- //Default Value:// Enter a default scoring value.
**Nb:** The mandatory fields are indicated by the ***** symbol.
==== Edit PMS Scoring ====
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* **Step 1:** Click on PMS.
* **Step 2:** Click on Scoring.
* **Step 3:** Select the scoring reference you wish to edit.
* **Step 4:** Click on Edit button.
* **Step 5:** Enter necessary changes
* **Step 6:** Click on the Save button to save all your changes.
==== Delete PMS Scoring ====
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* **Step 1:** Click on PMS.
* **Step 2:** Click on Scoring.
* **Step 3:** Select the Scoring Reference you want to delete.
* **Step 4:** Click on Delete button.
**Nb:** You will be prompted for confirmation since this process is irreversible.
* **Step 5:** Click Yes to continue.
* **Step 6:** When deleting process completed click Ok in the message box in order to return to menu.
===== PMS Assessment Scoring =====
This feature determines another scoring value depending on a range of scores. Follow same procedures as **PMS Scoring** above for adding, editing or deleting.
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===== PMS Families/Items =====
==== Add Family ====
==== Edit Families ====
==== Delete Families ====
==== Family Scoring Remarks ====