This setting is only applicable if you are also using the Procurement Planning module. On a Plan, a user can define the Mandatory Requirements and Evaluation Criteria. 

This setting determines that, if the requirements and criteria were originally added and confirmed on the Plan, if that information will be locked from being amended on the Evaluation or not. If unlocked, the user will be able to make changes to the requirements and criteria that they originally defined on the Plan.

This setting determines your approval requirements in Advanced Evaluations. Approvals can be 1) not enabled at all, 2) enabled on both the Shortlist and Final Decision steps or 3) on the Final Decision step only.

This setting determines if at both the Shortlist and Final Decision stages an Evaluation Report can be downloaded which is using a mail-merge template to generate the report. The template can be managed by System Administrators.

This setting determines when the user running the evaluation (known as the 'Procurement Officer') will be notified when Evaluators complete their scoring. 

If you select Yes, the Procurement Officer will be notified each time an individual evaluator completes an assessment. 

If you select No, only a single notification will be sent to the Procurement Officer once all participating individuals have completed their evaluations.

Specify if individual evaluators are required to provide comments against all criteria for each respondent on evaluations.

Choose between percentage-based cost scoring (higher = better) or cost-effectiveness ratio (lower = better).

This setting determines how scores for respondents can be changed during the Consensus Scoring round.

The 'Classic' consensus scoring method allows the Procurement Officer to override the calculated percentage of each respondent per each criterion. They cannot change an individual's answer to a question against a respondent. 

The 'Uplifted' consensus scoring method locks the calculated percentage score of each respondent from being overridden. Instead, their score only be amended if an individual evaluator's score for a question against a respondent is changed. The system will continue to automatically calculate their score based on the evaluator's scores.

In the Consensus Scoring round, the system can flag discrepancies in evaluator responses. This setting determines the percentage threshold between responses required for this to be flagged.

This setting determines if you want to allow Evaluators to be able to amend their own individual scores during the Consensus Scoring round. If yes, these updates will automatically reflect in the consensus score.

This setting determines whether Evaluators, once invited to score, will be required to respond to a Conflict of Interest declaration before being able to access responses and commence scoring.

Please see the final setting below for more information on the Conflict of Interest declaration.

When inviting an Evaluator to score an Evaluation, you can enable (see top setting above) that they will need to complete a Conflict of Interest declaration before they start scoring. This button will take you to the settings where you can manage your declaration text. You can find more information on this here: Managing Conflict of Interest Declaration Text.

This enables the 'Add New' button on reports on the dashboard, which means there are multiple places from the dashboard where you can add a new record.

This allows you to have custom links at the bottom of the dashboard. These links can point to anything you'd like (i.e. an intranet page) but you can also link to specific reports in the system or documents. You can also control the visibility of who can see these links.

This allows you to define which reports are available on the dashboard. This can point to report dashboards, tabular reports or graphs.

This is to manage the actions that appear at the top of the dashboard.