Assigning Evaluators to a Single Request

Follow these steps to assign evaluators to a single request:
  1. On your Dashboard, Click on LOI Complete or Application Complete (depending on where the request is)
  2. Click on the Project Name of the request
  3. Scroll down to the Application Process Status - Application Complete section of the Request Summary page and click on Assign/View Evaluators
  4. Select the boxes next to the evaluator names you would like to assign to review this request
  5. Click Save Note: The request will move to the LOI Evaluation – Assigned or Application Evaluation - Assigned bucket on your dashboard.
  6. If the evaluator you're looking to assign the request to does not appear on the list of evaluators verify that:
    1. The user account has been created
    2. The user role is correct
    3. The user account is active
    4. The user has been added to the pool of evaluators within the correct process stage
  7. Next to the Save button you may click on Send Email if you would like to manually send an email to assigned evaluators
    1. This will pull up your list of available Email Templates
    2. Select a template by clicking on the Send icon
    3. The email template will open so you can preview and/or customize
    4. After clicking on the Send icon, you will see a "Success" message
Click Here to learn how to assign evaluators to multiple requests using the batch option.
Please Click Here to download the Assigning Evaluators to a Single Request Tutorial.
Click Here to download the All about Assigning Evaluators Tutorial.

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