In this tutorial we will explain how to add a new evaluator to evaluate applications in a previously built process and how to remove an evaluator from the process evaluator list.
In both cases, to add or remove an evaluator you must do so via the process evaluator list within the Process Manager
To add an evaluator:
NOTE: If the evaluator you're looking to assign the request to does not appear on the list of evaluators verify that:
Once evaluators have been added you can assign the new evaluator to any application in this process for review.
To remove an evaluator:
Follow the steps above but in Step 7 you must instead de-select the boxes next to the evaluator names you would like to remove from the pool of evaluators who are able to review requests in this process and then click Save Selection.
NOTE: If an evaluator has been removed from the list of process evaluators they will also no longer show as an option to choose from on the list of process evaluators when assigning evaluators to an LOI or application in the future. However, if an evaluator who has been removed from the list of process evaluators within the process has already saved work on an evaluation for an LOI or application that they were previously assigned then that evaluation will remain on their Dashboard and they will be able to complete it.
Please Click Here to download the full Adding and Removing Evaluators on a Process Tutorial.
Click Here to download the All About Assigning Evaluations Tutorial.