Use this process to add internal or external Evaluators and optionally assign them to evaluation teams in the Evaluation module. This is typically the second step of the evaluation.
Prerequisites
Role: Evaluation Chair, Procurement Officer, or Administrator.
Permissions: You must be assigned to the Procurement Team Group, or have Administrator access.
If an evaluation plan was completed in the Procurement Planning module, this step may be pre-filled with details you will need to validate.
Steps
Add your Evaluators:
For an internal user: Select a registered user from the drop-down and click Add Evaluator. If the user is not found, contact an Admin to invite them.
For an external user (e.g., a consultant): Click the External radio button, enter their name and email, and click Add Evaluator. This grants them a temporary account.
Repeat this to add all necessary Evaluators.
Assign teams (Optional):
If you do not want to use teams, you can skip this step.
To configure teams, click Configure teams, enter the team name, click Add, and repeat as needed.
To assign an Evaluator to a team, select the team from the drop-down to the right of the Evaluator's name.
Click Save and Continue to move to the next step.
Results / Validation
The system progresses to the next configuration step, and all Evaluators and teams have been successfully saved.
Limits & Notes
Evaluators will not be notified at this step.
Evaluators will only be notified if a COI (Conflict of Interest) is requested in Procurement Planning or if access is provided during the Scoring step in Advanced Evaluations.
Evaluators will not be given access to score until they are granted access at the Scoring step and have declared no conflicts (if required).
Evaluation teams are useful when you need to allocate specific documents or criteria to groups of Evaluators.
Adding new evaluators to a team later will automatically allocate the relevant criteria when the option to assign criteria to all panel members has been selected.