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What does my dashboard look like in the Evaluator?

Read here to learn what you can do on the dashboard as an administrator, initiator, or evaluator. The dashboard is your central starting point within 12Build Evaluator.

What will you find in this article?

  • Summary: An overview of the general dashboard features.

  • Requirements and target audience: Differences in the menu based on your role.

  • Dashboard components: Which metrics and lists you see.

  • Notifications and messages: How to stay informed about updates.

  • Frequently Asked Questions (FAQ): Questions about role assignments and navigation.

  • Troubleshooting: What to do if you’re missing certain menu options.

Summary

The dashboard provides an immediate overview of your current tasks and the latest activities within the Evaluator. Here you will find statistics, pending requests, and responses to evaluations. The features available in the main menu depend on whether you are logged in as an administrator, initiator, or evaluator.

Requirements and target audience

The main menu displayed at the top of your screen is determined by the role assigned to your account:

  • Administrator: Has access to all administrative functions, settings, and the entire database.

  • Initiator: Can create evaluation lists, assign evaluators, and monitor progress.

  • Evaluator: Focuses on performing the assigned evaluations.

Dashboard components

The dashboard features various blocks of information to assist you with your daily tasks:

  1. Statistics: A visual overview of overall performance and data.

  2. Pending evaluations: A list of evaluations that still need to be completed.

  3. My latest evaluations: The most recent evaluations you have completed.

  4. My comments & Comments on my evaluations: An overview of the communication regarding completed evaluations.

  5. Search suppliers: A search bar to instantly retrieve information about a specific supplier. 

Notifications and messages

In the top right corner of the screen, you will find a bell icon. This is your notification center.

  1. When there are new messages or updates, the bell turns red.

  2. Click on the bell icon to view your notifications.

  3. Click on a specific new message to automatically go to the Messages module. 

Frequently Asked Questions (FAQ)

Question: Why do I see fewer options in my menu than my colleague? Answer: This is due to the difference in roles. Administrators and initiators have more extensive menu functions (such as 'Management' or 'Evaluation Lists') that are not visible to a standard evaluator.

Question: Can I evaluate a supplier directly from the dashboard? Answer: Yes, you can navigate directly to the relevant actions via the “Pending Evaluations” block or by searching for the supplier using the search bar on the dashboard.

Troubleshooting

  • Symptom: The bell icon is red, but I do not see any new messages in my inbox.

    • Cause: You may have already clicked on the notification via the dropdown, but the message itself has not yet been marked as 'read' in the message overview.

    • Solution: Go directly to the 'Messages' module to review all conversations and update the status.