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Administrator Guide
Last Updated: 2023-06-23
Create and Manage Evaluations

Create and Manage Evaluations

Start a sourcing event.
Evaluations dashboards enable stakeholders and evaluators to manage the evaluation process for suppliers and their bids and view their own pending, draft, or completed evaluations. Evaluations enable you to:
  • Define questions for stakeholders to evaluate bid submissions.
  • Collect a standard set of evaluations from each stakeholder.
  • Set a scale for numeric scoring and select weights for questions.
  1. Navigate to the
    Events
    Events
    tab and access your sourcing event from the list of events.
  2. Select the
    Evaluation
     dashboard from the left side panel.
  3. Draft your evaluation in the
    Evaluation
     section.
    Scoring questions are the only questions that you can assign a weight to. To assign a weight to a section, you must add a scoring question to that section. To enter a weight for each section, click
    Sections
     on the action bar.
  4. Evaluate suppliers.
  5. (Optional) Click
    Hide Suppliers from Evaluation
     button to select which suppliers to move forward for evaluation.
    Example: A sourcing manager can move forward a supplier for evaluation only if the supplier passes the minimum requirements for successful bids in an RFP.
  6. (Optional) Click
    Continue Evaluation
     button to access a full-page evaluation.
    Full page evaluations enable you to:
    • Compare the bids of multiple suppliers relative to each other.
    • Score the suppliers accordingly and submit evaluations for multiple suppliers.
    • View answers to linked evaluation questions while scoring.
  7. Publish your evaluations.
Stakeholders begin their evaluation when a supplier submits a bid to the event.