How do I start an evaluation list in the Evaluator?

What will you find in this article?

• Summary: The essentials of initiating an evaluation round.

• Requirements and target audience: Permissions and preparations.

• Opening the evaluation list: Navigating to the correct list.

• Starting an evaluation list: Sending the invitations.

• Completing the evaluation list: Publishing the results.

• Frequently Asked Questions (FAQ): Inquiries regarding new additions and message texts.

• Troubleshooting: What to do if evaluations remain in 'Draft' status.

Summary

After an evaluation list has been created or scheduled, it must be started manually to send invitations to the evaluators. Once all evaluations have been submitted, you finalize the list to make the results final and share them with the evaluated parties.

Requirements and Target Audience

This feature is available exclusively to administrators and initiators. Before you can start, suppliers, evaluators, and a questionnaire must be linked to the list.

Opening the evaluation list

To manage a specific round, you must first select it in the overview.

1. Navigate to the Evaluation Lists overview.

2. Locate the list you wish to activate.

3. Click the Open button.

Start evaluation list

On this screen, you can see the status of all linked components and activate the submission.

1. Check on the left side to ensure the correct suppliers, evaluators, and questions are linked.

   • Note: As long as the list has not been started, evaluations have the status Draft and cannot yet be filled out.

2. Click the Start button. 

3. The invitations will now be sent directly to the evaluators via email.

   • Note: If you later add additional evaluators or suppliers to a list that has already been started, invitations will only be sent to those new individuals.

Finalizing the evaluation list

Once all evaluators have completed their work, you can review the results.

1. View the progress and average scores in the overview.

2. Once the progress reaches 100% (or all desired evaluations have been received), click Finish. 

3. All evaluations will now be published and made available to the evaluated parties.

Frequently Asked Questions (FAQ)

Question: Can I customize the text of the invitation that evaluators receive? Answer: Yes, an administrator can change the default text of these invitations via the Message Settings.

Question: What happens if I want to filter an evaluation by feedback? Answer: This is possible once the evaluations are complete. The specific settings for this (such as the feedback threshold) are managed by the administrator in the Company Settings.

Troubleshooting

• Symptom: My evaluators report that they do not see the list in their dashboard.

  • Cause: The evaluation list is likely still in Draft status.

  • Solution: Verify that the Start button within the evaluation list has been clicked. Only after this action will the status change from 'Draft' to 'Open'.