The Evaluation Dashboard allows you to search, filter, and review various processes based on data points like status, title, budget, and procurement officer. Use this dashboard to quickly find specific processes or to export activity data for external analysis.
Prerequisites
You must have the necessary permissions to access the Evaluation Dashboard.
Steps
Navigate to the Evaluation Dashboard from the Home menu
See the Tasks and Actions section that helps Chairs and evaluators track the process. The report displays outstanding actions and filters to show actions required by you, as well as actions required by others for any evaluation where you are the Chair.
Search or filter processes using the available data points, such as Title, Budget, Status, Date Started, Date Due, or Procurement Officer.
To export the currently viewed list of processes, click the dropdown icon button.
To access additional predefined reports or to customise reports, click the Report tab.
In the Report View, you can select from existing reports and use the Report Builder to add more data columns as needed.
Results / Validation
You have successfully viewed, searched, and filtered processes in the Evaluation Dashboard. The displayed list now reflects your search criteria and filters.