Reassign an Advanced Evaluation Chairperson/Procurement Officer

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Learn how to change the Procurement Officer / Evaluation Chair on an Advanced Evaluation record. This role is responsible for overseeing the evaluation and has the ability to edit and set up the evaluation.

Prerequisites

  • You must be the current Evaluation Chairperson/Procurement Officer or have the appropriate permissions to edit the Details step of the Advanced Evaluation.

Steps

  1. Start your Advanced Evaluation.

  2. Confirm the Details step.

  3. Navigate to the Procurement Officer / Evaluation Chair section.

  4. Select a new user to take on the role of the Evaluation Chairperson/Procurement Officer.

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      Result: The evaluation lead is changed.

Note: The Evaluation Chairperson can be reassigned at any time by navigating back to the Details step.

Results / Validation

The newly assigned user in the Procurement Officer / Evaluation Chair field will now be responsible for overseeing the evaluation. 

Reference: Details Step Sections

The purpose of each section on the Details step is outlined below:

  • Evaluation Overview: This section flows from the title and budget of your sourcing event in Go to Market. The status updates automatically as you progress through the evaluation. This section cannot be edited.

  • Evaluation start/due date: These dates are helpful for reporting and can be used to trigger reminders. The start date defaults to the date the Advanced Evaluation record is created, but can be adjusted. Reminders can be triggered based on the Evaluation due date.

  • Procurement Officer / Evaluation Chair: This is where the evaluation lead can be changed.

  • View Market Request: This button will link you back to the market event in Go to Market. Note that you need the relevant permissions in Go to Market to view this. If access is needed, consider asking the owner of the Go to Market request to transfer ownership to you.

 What's Next / Related

  • View Market Request: Use this button on the Details step to link back to the market event in Go to Market.

Limits & Notes

  • The Evaluation Overview section cannot be edited as it flows across from the title and budget of your sourcing event.

  • The Evaluation start/due date is helpful for reporting and can be used to trigger reminders. The start date defaults to the creation date but can be adjusted.

  • The same user must initiate and finalise the evaluation for integrations to function correctly. If the Procurement Officer/Chairperson and RFx Owner are different users, issues may occur, such as:

    - Go to Evaluation link not working in a Go to Market request
    - View Market Request link not working in the Evaluation record
    - Evaluation results not being posted to Go to Market

    To resolve this, reassign the Procurement Officer/Chairperson role or transfer ownership of the request in Go to Market.