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How do I add an evaluation checklist in the Evaluator?

This article explains how to create a new evaluation list and invite the appropriate suppliers and evaluators. An evaluation list brings together questionnaires, suppliers, and evaluators in one place.

What will you find in this article?

  • Summary: The basics of what an evaluation list is.

  • Requirements and target audience: Who can create these lists.

  • Evaluation Lists Overview: Where to start the process.

  • Add an evaluation list: Setting up the basic information.

  • Opening an evaluation list: How to activate the list for editing.

  • Add Suppliers and Evaluators: Linking the appropriate individuals and organisations.

  • Frequently Asked Questions (FAQ): Answers about planning and summaries.

  • Troubleshooting: What to do if you cannot locate any suppliers.

Summary

An evaluation list is a combination of a specific questionnaire, a selection of suppliers, and the designated evaluators. Once a list is activated, invitations are automatically sent to the evaluators. Lists can be started immediately or scheduled for a later time.

Requirements and Target Audience

This feature is available exclusively to administrators and initiators. You can access the option by clicking on Evaluation Lists in the top-left menu and then selecting Evaluation Lists again.

Overview of Evaluation Lists

In the central overview, you can manage all existing and new lists.

  1. Go to the evaluation lists overview.

  2. Click the Add Evaluation List button. 

Add Evaluation List

In this screen, you define the parameters of the evaluation round.

  1. Give the evaluation list a recognizable Name.

  2. Select the desired Questionnaire.

  3. Choose a Publisher (the Initiator is selected by default).

  4. Set a Deadline for the evaluations.

  5. (Optional) Under Project, select to add labels to the list.

  6. (Optional) Check the option to create an evaluation summary per supplier instead of individual publications. 

Open Evaluation List

After creating the template, you must open the list to fill in the content.

  1. Return to the overview of evaluation lists.

  2. Locate the list you just created.

  3. Click the Open button.

Add suppliers and evaluators

Once the list is open, add the parties to be evaluated and the colleagues who will be conducting the evaluation.

  1. In the left-hand menu, click on Suppliers.

  2. If necessary, turn off the filter to see all available suppliers.

  3. Click Add next to the desired supplier.

  4. In the left menu, click on Evaluators.

  5. Find the appropriate colleagues and click Add next to their names. 

Note: By adding both suppliers and evaluators, the individual evaluation tasks are generated automatically.

Frequently Asked Questions (FAQ)

Question: What happens if I schedule an evaluation list for the future? Answer: On the scheduled date, the initiator receives a message that the list is ready. The invitations are only sent once the list is actually activated.

Question: Why should I choose an evaluation summary? Answer: This allows you to compile all individual assessments from different evaluators into a single, clear summary per supplier, rather than publishing each assessment separately.

Troubleshooting

  • Symptom: I do not see any suppliers or evaluators to add.

    • Cause: A filter is likely enabled (such as "In supplier database"), making the list appear empty.

    • Solution: Turn off the filter in the red section of the selection screen to display the full list of available options.