How can I resend an invitation to an evaluator in the Evaluator?

What will you find in this article?

• Summary: A brief overview of the feature.

• Requirements and target audience: Who this feature is intended for and what you need.

• Open the evaluation list: How to navigate to the relevant list.

• Resend invitations: The steps to send a reminder.

• Frequently Asked Questions (FAQ): Answers to common questions about invitations.

• Troubleshooting: What to do if the option is not visible.

Summary

You can remind evaluators who have not yet completed their assessment of their task by resending the original invitation. This process takes place within the specific evaluation list via the relevant evaluator’s menu.

Requirements and Target Audience

This feature is available exclusively to users with the role of administrator or initiator. You need access to the Evaluator module, and there must be an active evaluation list with evaluators who have not yet completed their evaluation.

Open evaluation list

Before you can resend an invitation, you must select the specific list to which the evaluator is linked.

1. Navigate to the overview of evaluation lists.

2. Locate the desired list in the overview.

3. Click Open. 

Resend invitations

Once you have opened the evaluation list, you can resend the invitation to each individual.

1. In the menu on the left, click on Evaluators. 

2. Locate the relevant evaluator in the list.

3. Click the orange box with three dots next to the evaluator’s name. [Image: The list of evaluators with the button featuring three dots next to a name highlighted]

4. Click the Resend Invitation option. 

Frequently Asked Questions (FAQ)

Question: Can I send the invitation to all evaluators at once? Answer: According to the current procedure, you send invitations individually by clicking the Send option next to the specific evaluator’s name.

Question: Will the evaluator receive a new email or a reminder? Answer: By selecting the option to resend the invitation, the evaluator will receive the invitation again in their inbox to remind them of the evaluation.

Troubleshooting

• Symptom: The "Resend Invitation" option is not visible.

  • Cause: You do not have the correct permissions (administrator or initiator), or the evaluator may have already completed the evaluation.

  • Solution: Verify that you are logged in with an account that has administrator rights and check the evaluator’s status in the list.