Adding or Removing Evaluators in a Process

Overview

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.

Instructions

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:

  1. Click on Process Manager
  2. Click on Process Name for the process you want them to evaluate
  3. Select the Process Stage: LOI or Application (depending on which form is being evaluated)
  4. Select the Evaluation tab (depending on if it's an LOI Evaluation or Application Evaluation)
  5. Select your Evaluator role from the drop-down list – You must choose what role (Administrator, Board Member or Staff Evaluator) will be completing this evaluation
  6. Click on the # Selected button with the person icon on it (located to the right of the Evaluator role name selected)
  7. Select the boxes next to the evaluator names you would like to include in the pool of evaluators available to review requests in this process and then click Save Selection

NOTE: If the evaluator you're looking to assign the request to does not appear on the list of evaluators verify that:

  • The user account has been created
  • The user role is correct
  • The user account is active
  • The user has been added to the pool of evaluators within the correct process stage

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.


Was this article helpful?