The Advanced Evaluations tool is a highly flexible, central digital system designed to facilitate comprehensive, Multi-Party Evaluations for procurement responses. It allow...

This article explains the responsibilities and access levels of advanced evaluation roles. Use it to understand who can access evaluation information, score responses, and...

The Evaluation Summary page gives Evaluation Chair / Procurement Officer a clear, at-a-glance overview of evaluation progress, participants, and pending actions. Use this ...

Learn how to change the Procurement Officer / Evaluation Chair on an Advanced Evaluation record. This role is responsible for overseeing the evaluation and has the ability ...

Use this process to add internal or external Evaluators and optionally assign them to evaluation teams in the Evaluation module. This is typically the second step of the ev...

This article provides comprehensive instructions on how to configure evaluation criteria within the system to support flexible scoring requirements at a granular level to d...

This article provides steps on how to configure Price/Cost Scoring within the evaluation criteria to ensure consistency and control over how supplier costs are evaluated. U...

After the Criteria step in Advanced Evaluations, you can access supplier responses to complete document assignments, cost verification, and assessments. The respondents app...

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 pa...

When individual scoring begins, all evaluators must complete a Conflict of Interest (COI) declaration to access the responses. This process ensures a fair evaluation by ide...

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 ...

This article provides the steps to unlock individual scoring in Advanced Evaluations. Unlocking this step allows panel members to complete or edit their individual assessme...

This article explains how the panel reviews individual scores and defines a final consensus score for each criterion in an evaluation. Consensus Scoring is accessed after a...

Use the selection options (Shortlisted, Preferred, Rejected, or Runner-up) to indicate the intended decisions for respondents after scoring is complete. This action helps t...

Generate a PDF report containing all key details of the evaluation process, including respondent lists, criteria, panel members, and scoring visuals, to document the final ...

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 dashb...

This article explains how data defined during the Procurement Planning stage—specifically evaluation teams, mandatory criteria, and weighted criteria—is transferred and pre...