This article explains how to add or remove evaluators from a panel after individual scoring has begun. You may need to perform this task if a staff member goes on leave or if your evaluation team requirements change before consensus is reached.
Prerequisites
Permissions: Ensure you have the appropriate administrative role to modify evaluator panels.
Timeline: These changes can only be made up until the consensus phase.
Add Evaluators
To add a new member to the evaluation panel, follow these steps:
Click Evaluators in the navigation strip to return to the setup page.
Follow the standard process to Add Evaluators and Assign Teams.
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Assign the evaluator to a team to automatically allocate relevant documents and criteria.
Note: If the evaluator is not part of a team, you must manually add documents to them on the Responses step.
Result: The new evaluator is added and receives their assigned documents and criteria.
Remove Evaluators
To remove a member from the evaluation panel:
Click Evaluators in the navigation strip.
Click the X icon located to the right of the evaluator’s name.
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Result: The evaluator is removed from the panel, and their access to the scoring criteria is revoked.
What's Next / Related
Troubleshooting
Evaluator cannot see documents: Verify the evaluator has been assigned to a team or that documents were manually added in the Responses step.
Cannot remove evaluator: Check if the evaluation process has already moved to the "Consensus" stage, which locks the panel.