This article provides a step-by-step guide on how to invite evaluators and initiate the individual scoring process for responses. Use this process when you are ready for panel members to begin assessing submissions.

Prerequisites

• You must have the necessary role/permissions to manage evaluations (e.g., Procurement Officer, Admin).

• Responses must have been received and allocated to the evaluation.

Steps to Invite Evaluators and Begin Scoring

1. Invite Panel Members: At the scoring stage, you can invite panel members to access scoring. You can invite them individually or all at once.
   

2. Compose Invitation Email: The invitation email contains standard text but allows for additional custom messaging to be included.
   

   • Result: Each evaluator receives an email with the necessary details to access the evaluation. Existing users get a link, while guest users receive a link and temporary credentials.
     
     

3. Manage Email Notifications: The system has default email reminders to keep evaluators on track:

   • Initial invitation.

   • 2 days until due date.

   • On the date due.

   • An email is sent to the Procurement Officer when all individual evaluators have completed scoring.

4. Complete Conflict of Interest Declaration (If required): Upon initial access, evaluators may need to complete a conflict of interest declaration before seeing response details.
   

   • Note: The requirement for this declaration can be turned on or off at a system level. Prior to completing it, the evaluator will only see the list of respondents.

5. Access Responses and Start Scoring: Once the declaration is complete (or if not required), the evaluator can see offer amounts and download allocated documents.
   

6. Begin Scoring: Click the 'Go to Comparative Scoring' button to begin the assessment by evaluating all respondents together, or click 'View' under Individual Evaluation to score each respondent one at a time.
   

7. Score Responses:

   • Use the pre-set answer scales for each question.
     

   • Note: Each answer translates into a numeric score in the background.

   • You can provide a comment with each answer.

Results / Validation

Individual scoring has successfully started, and evaluators are able to see and score the allocated responses. The system will track their progress via the Individual Scoring stage.

What's Next / Related

• Complete a Conflict of Interest Declarations for Evaluation

• Reassigning Documents During Scoring: It is possible to reassign documents and allocated team members even after individual scoring has started.

Limits & Notes

• The re-assignment function ensures the process can accommodate change and new information.