# ◾ How to Create Evaluator-Evaluee Subgroup Assignments

Create evaluator-evaluee subgroups in the [**Assignments**](/doc/assignments-tab-6wVg4cYdGO) tab of an Activity to determine which **Faculty** member or **Learner** can evaluate which learner(s).   

## Before Starting Setup


1. Open an [**Activity**](/doc/activity-manager-8Z2fsIu6LP) of your choice for editing.
2. Ensure a [**Faculty & Staff and Learner group is added**](/doc/ff1925ff-fd52-4c9c-aa57-46170623cc04) **to the Activity**.  
   Evaluator-evaluee subgroups can only be assigned if both **Faculty & Staff** and **Learner** groups are added as [**participant groups**](/doc/participants-tab-s7Xyhg8PtB) to the Activity.   

   
:::info
   ***NOTE: ***The [**Assignments** tab](/doc/assignments-tab-6wVg4cYdGO) informs you if your participant group setup is not complete.

   :::

   After adding these participant groups, the members of **each group are automatically assigned to each other** as evaluators (Faculty) and evaluees (Learners). Also, evaluators have full access to learner evaluation by default.

## Creating New Evaluator-Evaluee Subgroups

The Assignments tab informs you about the **default evaluator-evaluee group** assignments.   
It presents two options for creating evaluator-evaluee subgroups:


1. **Faculty → Learner** and
2. **Learner → Learner**.   
    Switch between the two options by clicking on them.

   

## Faculty → Learner


:::success
By default, **all Faculty** members have access to the data submitted by **all Learners** —> ***‘Full access’.*** 

To change this, you can set up custom access by switching to —> ***‘Custom’***.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/7a1d4df0-74ff-447b-9edc-a71013bc4110/NEW%20ACCESS%20CONTROL.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=3d1d63a49d3c2d956b16937ecad0424e3545f67fb2a32c5c8d1f2220ba04f660&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =532x280")

  
**Relations need to be created to set up custom access for the Faculty.**

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/29145c45-b2a2-4055-b113-abc2ce87e78a/CUSTOM%20assignment%202.jpg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=3b6a616025c91cadf50d48779fe9dfc3c53d8d78aa2c0527a38f0a9a39949159&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1477x544")


:::



1. A subgroup setup template is displayed after clicking Custom under the **Faculty → Learner** option.  
     
   The template has two sides: an **Evaluator** and an **Evaluee** side.  
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/c66ff059-1292-4194-951e-4cba13d23b22/CUSTOM%20assignment%203.jpg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=607b4633f5ed028e4f2db4403a12d19aaa60874170da6a7afee6d5de885ae483&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1908x766")

   
2. Click the **default names of each subgroup** to edit (pencil icon).
3. Click inside the *Add users and/or groups...* field to add users.   
    All eligible users **for data entry** and/or **report review** will be listed.  

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/70d0767f-f553-436f-b5d8-3203823c00c0/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=77d78ea5f8a30b53bd4fb13b0cccd7160f9773d0b28c4fc5b9431376860d1403&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =774x375")

   
:::warning
   ***IMPORTANT:*** Not all Faculty members are eligible to be **Evaluators**.  
   Only the users with the following [**privileges**](/doc/privileges-wnjrx8qPWS) can be selected:
   * FON
   * Report Reviewer
   * Anonymous Report Reviewer
   * Open-Ended Question Scoring

   :::

   
   Add one or more Faculty members on the **Evaluator** side of the tab, then select learners on the **Evaluee** side.  

   
:::info
   The evaluators will have **access exclusively to the selected evaluees**, and the evaluees cannot be evaluated by anyone other than the delegated Faculty members.

   :::
4. Set up the **Evaluator** subgroup's level of access to the **Evaluee** subgroup.  
   Select an option in the mini drop-down located between the subgroups:

* __Full access__ = **Evaluators** can *submit data entry* on **Evaluees** and view their reports.
* __View reports__ = **Evaluators** of the group will only be able to *view the reports* of the **Evaluees**, but *cannot submit data entry.*
* __Do data entry__ =  **Evaluators** of the group will only be able to *submit data entry* of the **Evaluees,** but cannot view their reports.  


:::warning
***IMPORTANT:  ***The access options do not permit **Evaluators** to use features beyond their capabilities. For example, if an Evaluator user only has [report-reviewing privileges](/doc/privileges-wnjrx8qPWS), they cannot perform data entry, even if the Full access option is selected.

:::

:bulb: Add a **new subgroup** setup template by clicking the “**Add new relation”** button. 

**☑️** To **remove a user or group** from either subgroups, hover over their names and click the red  **X**  next to their name.

**☑️** To **remove an entire subgroup** setup, click on the red **X** on the right side of the tab.

**☑️** To **remove all subgroup setups**, click **“Remove all relations”**.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/4cad9211-ee33-417e-9f7e-33edd730bfed/subgroups_assignment%20ADD_REMOVE.jpg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=2b2805642244ce232547a4fdccea4de5176ebdc6c931d6208bf75211e99fe41b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1728x1186")



:::tip
You can create as many subgroups as you need. Subgroups will also be listed on the [Reports tab](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/reports-tab-UYc4w4MW5i).  

 ![Learner Subgroups - Reports tab](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/aba0dd25-3176-4ea0-a2ad-6515164563bd/LEARNER%20SUBGROUPS_REPORTS%20TAB.jpg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=65b34c63fdc0b5d6b61b7d98a166686f7b6f36fb55b5809c0b52fe44313a5888&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =277x209")


 ![Faculty Subgroups - Reports tab](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/a6ed2596-cbbb-477b-8473-b8f6254a315e/FACULTY%20subgroups_reports%20tab.jpg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=4fea69705e4201bbd0226bbf6b2fd6ff726eb6ab2ebb04889d405ad0de364b33&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =370x161")


:::

## Learner → Learner



:::info
Prepare [**Peer evaluation**](/doc/4a58c146-c415-4b03-98cc-3308f3a7a045) with this option: delegate learners to evaluate other learners. Selecting peer **Evaluators** and their **Evaluees** in the [**Assignments**](/doc/4a58c146-c415-4b03-98cc-3308f3a7a045) tab is an essential step in setting up **Peer evaluation**. 

**A full peer evaluation setup requires additional settings. →** See [How to Establish Peer Evaluation](/doc/how-to-establish-peer-evaluation-t5zJ57w8kV).

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/a435087c-ad67-431b-aa28-b2bb7d460a57/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=14930f50cbf5741ab556cd2d4ee437337bde520f9910ee1bac042653b8e79a0e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =866x533")


1. Start by adding a **new subgroup setup template** by clicking the “**Add new relation”** button.  
   You can create as many subgroups as you need.
2. Click the **default names** of each subgroup to **edit**.
3. Click inside the *Add users and/or groups...* field to add users.   
    Add one or more members on the **Evaluator** side of the tab, then select different members on the **Evaluee** side.

   
:::info
   Peer evaluation assignments work in **one direction →**: Evaluator learners can only evaluate the designated Evaluee learners, **not the other way around**.  

   :bulb:  If you want to have **each learner be evaluated by at least one of their peers**, set up at least one more evaluator-evaluee subgroup where the learners are **assigned to the opposite roles** (e.g., Group 1: Learner 1 is Evaluator, Learner 2 is Evaluee. Group2: Learner 2 is Evaluator, Learner 1 Evaluee.)

   :::

   
:::warning
   **Note**

   There are no levels of access available within the **Learner → Learner** assignment option. Unlike Faculty evaluators, learner evaluators only have the ability to submit the [**Peer evaluation checklist**](/doc/peer-evaluation-checklist-izvWwSJY7Q) but **cannot generate reports.**

   :::

:ballot_box_with_check: To remove a user or group from either subgroups, hover over their names and click the red  **X**  next to their name.

:ballot_box_with_check: To remove an entire subgroup setup, click the red **X** on the right side of the tab.

**☑️** To **remove all subgroup setups**, click **“Remove all relations”**.  

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/52f0664e-5872-42e2-ab29-6d661152da96/learner%20subgroups%20remove.jpg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=5764cb0e80695944a5be526c417d4050718bca886ed257dad97acbd6e934d833&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1480x877")



:::tip
For further information, visit our [Activity Manager](/doc/activity-manager-8Z2fsIu6LP), [Activity - How to](/doc/activity-how-to-bW0Hc4uOea) pages, and view our [Activity Manager Training Videos](/doc/activity-manager-training-videos-v7AzArcYms).

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
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- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
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- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)