View the Evaluation Summary Page

  • Updated
The Evaluation Summary page gives Evaluation Chair / Procurement Officer a clear, at-a-glance overview of evaluation progress, participants, and pending actions. Use this page to quickly understand status and move directly to tasks that need attention.

Prerequisites

  • Role: Evaluation Chair/Procurement Officer

What You Can Do on the Evaluation Summary Page

1. Land on the Summary by Default

When you open an evaluation as a Chair / Procurement Officer, the system automatically takes you to the Summary page.
  • Exceptions: If the evaluation is still being set up, or if you’re an evaluator rather than a Chair, you may land on a different view appropriate to your role or phase.

2. See Phase-Based Status

A consolidated status block displays progress across each evaluation phase:
  • Setup
  • Scoring
  • Review
Each phase will show one of the following:
  • Completed
  • In Progress
  • Not Started
This helps you instantly spot delays or phases requiring follow-up.

3. View and Action Tasks

The Tasks & Actions panel highlights anything needing your attention for the current evaluation.
Examples may include:
  • Assigning missing evaluators
  • Completing configuration
  • Reviewing submitted responses

4. Review Key Evaluation Details

The Summary view includes core evaluation metrics, such as:
  • Evaluation due date
  • Chair name
  • Number of evaluators, with a list of their names
  • Number of responses received
This is designed to help Chairs understand progress with minimal clicks.

5. View Evaluator Activity Log

To support probity requirements, procurement managers and evaluation chairs can access a read-only audit trail of evaluator engagement directly from the Evaluators tab within an evaluation.
The activity log automatically records:

  • Document downloads — both individual files and use of the Download All option
  • First access to the evaluation
  • Conflict of Interest (COI) confirmations and revocations
  • Assessment submissions and re-openings

If an administrator performs an action on behalf of an evaluator, the log explicitly flags this, ensuring clarity on who performed each action.

This eliminates the need for manual investigation of login logs and provides immediate evidence that evaluators have reviewed necessary submissions before scoring.

6. Access the Full Evaluation Workflow

A prominent Go To Evaluation button takes you directly to the detailed evaluation workflow when you are ready to move beyond the summary view.

What’s Next / Related

Limits & Notes

  • Landing page defaults depend on role and evaluation phase.
  • Evaluators will not see the same Summary detail available to Chairs.
  • The evaluator activity log is read-only and cannot be edited or deleted.
  • Evaluators cannot view their own activity log or those of other evaluators.
  • Administrator "acting-as" actions are always flagged in the log.