Quality Evaluation Sheets — business view

1. Business Summary

Structured task-level evaluations using configurable templates with categories, items, grades, allowances, and weights. Submitting an evaluation triggers downstream processing of resource scores.

2. Business Value

Quality assurance, contractual compliance, vendor performance management.

3. Users / Stakeholders

PMs, reviewers, vendor managers.

4. Workflows

• Generate sheet from selected tasks and a template (optional Excel import).
• Compute maximum allowed points per task type / job title (using productivity for DTP-style tasks).
• Score categories and items.
• Submit for approval; approval queues async background processing that updates resource performance.

5. Sub-Features

• Quick evaluation templates with stars.
• Multi-task sheets.
• Excel imports.
• Grades and rejection reasons.

6. Business Rules

• DTP-style task types use task productivity as their denominator.
• "Max allowed" = (word count × max allowed) / default rate.
• Re-evaluation with the same template is blocked.

7. Data Entities

Evaluation Sheet, Sheet Detail, Sheet-Task, Evaluation Template, Template Allowance, Template Detail, Categories Item.

8. Entry Points

• Evaluation sheet screens.

9. Inputs & Outputs

• Inputs: task IDs, scores, optional Excel.
• Outputs: sheet, scores, grade, queued resource update.

10. Integrations

• Resource scoring; email alerts.

11. Calculations / Logic

• Per-template allowance and weighted score computation.

12. Status Lifecycle

• Draft → submitted → approved/rejected.

13. Permissions

• Reviewer, PM, admin (view); creator/assignee can edit; admin overrides.

14. Reports & KPIs

• Average score by resource/template, grade distribution.

15. Risks & Observations

• Imports are complex; missing templates block evaluation.
• Async processing is not transactional.

16. Source Code Evidence

• app/Plugin/projects/Model/EvaluationSheet.php.