Quality Evaluation Sheets (Tasks/Jobs)

Business perspective: Quality Evaluation Sheets

1. Business Summary

Sheet-based evaluation of completed tasks using configurable templates (categories, items, grades, allowances), producing scores, grades, and downstream resource updates.

2. Business Value

Quality assurance, contractual compliance, vendor performance management.

3. Users / Stakeholders

PMs, reviewers, vendor managers.

4. Workflows

  • Generate sheet (generateSheet()) given task IDs and template.
  • Compute max allowed points per task type / job title (with productivity for DTP).
  • Evaluator scores items.
  • On submit + approval, queue cron for async evaluation processing → updates resource performance.

5. Sub-Features

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

6. Business Rules

  • DTP task types (10/17/18) use task productivity as denominator.
  • Max allowed = (word_count × max_allowed) / default_rate.
  • Re-evaluation with same template blocked (rule referenced in business_features.md).

7. Data Entities

EvaluationSheet, EvaluationSheetDetail, EvaluationSheetsDetail, EvaluationSheetsTask, EvaluationTemplate, EvaluationTemplateAllowance, EvaluationTemplatesDetail, EvaluationCategoriesItem.

8. Entry Points

  • evaluation_sheets/*, projects/evaluationSheets, projects/evaluationSheetsDetails, projects/evaluationSheetsTasks.

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

  • Allowance per template.
  • Weighted score computations.

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

  • Evaluation imports complex; missing templates block evaluation.
  • Async processing without transactional guarantees.

16. Source Code Evidence

  • app/Plugin/projects/Model/EvaluationSheet.php (afterSave hook lines 6–30).
  • app/Plugin/projects/Controller/EvaluationSheetsController.php :: view(), generateSheet().
  • app/Controller/EvaluationSheetsController.php, EvaluationSheetController.php.

← Deep dives index