This article provides the steps to unlock individual scoring in Advanced Evaluations. Unlocking this step allows panel members to complete or edit their individual assessments before consensus scoring is finalised.
Prerequisites
You must be the Procurement Officer of the Evaluation or have the Admin role.
Steps
Follow these steps to unlock individual scoring:
Access the evaluation
From Home, select Advanced Evaluations.
Then, open the Evaluation record you need to unlock.
Navigate to individual scoring
On the evaluation record, click on the Scoring step.
Then, select Individual.
Unlock individual scoring
Scroll to the bottom of the page.
Click the Unlock individual scoring button.
Results / Validation
After completing these steps, the individual scoring step will be reopened, allowing panel members to complete or adjust their evaluations.
Limits & Notes
Individual scoring can only be unlocked prior to completing consensus scoring.
Once consensus scoring is finalised, individual scores cannot be changed.
Unlocking individual scoring will reset any existing consensus scores.
Changes made after unlocking will update the scores used when returning to Consensus.
This action will also allow panel members who have already submitted scores to edit their evaluation.