This article provides step-by-step instructions on how to change the evaluation method (Quick Select, Evaluation Matrix, Multi-Party Evaluation or Advanced Evaluation) on a closed request or one that is still open. Use this when you need to switch from the currently selected method to a different one.
Prerequisites
You must have the appropriate user role/permissions to modify the request.
The request must not have already made progress on a Multi-Party Evaluation (MPE), as this requires contacting the Support Team.
Steps: Change the Evaluation Method
Follow these steps to change the response evaluation method:
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Locate the options menu
Find the request you want to modify.
Click on the three vertical dots to the right of the request to display the options menu.
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Access evaluation options
Under the section Response Evaluation Options, you will see the currently selected method.
Click the Change this method link. Select a new method
On the next page, review the list of available evaluation methods.
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Make your selection, and then click the Save Method button.
Alternate Step: Change a Closed Request from the Responses Page
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If the request is closed, navigate to the Responses page (click the green people icon against the request).
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Click the change button to the right of the evaluation method currently selected.
Then proceed with Step 3 Select a new method above.
Results / Validation
After clicking Save Method, the new evaluation method will be applied to the request.
Troubleshooting
| Issue | Fix |
|---|---|
Cannot change from Multi-Party Evaluation (MPE) |
If you have used MPE and already made any progress on the evaluation, you will be unable to change the evaluation method yourself. Contact the Support Team for assistance. |
Need to clear current selections/reset the evaluation |
To clear any selections or reset your evaluation, change to a different method and then change it back to your original method. |
Limits & Notes
Progress Loss: Changing the evaluation method will reset and lose any progress you've made on the original evaluation. A warning will display when changing the method.
The four available methods are Quick Select, Evaluation Matrix, Multi-Party Evaluation, and Advanced Evaluation.