Side-by-Side Evaluations

Click here to watch the video tutorial.

Side-by-side evaluations will allow the user evaluating a form to view the evaluation on one side of the screen with the LOI or Application on the other side.

  • This functionality can make a quicker and easier experience for those evaluating forms.

This is an optional feature that can be turned on in each evaluation stage by a site administrator.

  • To turn on the side-by-side evaluation go to the Process Manager and click into the process you would like to update.
  • Click the Evaluation tab in the correct process stage.
    • Check the box that appears next to “Side by Side” on the righthand side of your screen.

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The workflow from the evaluator’s perspective is very similar to the way it is when you are not using the side-by-side evaluations.

  • Once the evaluator logs in and views the list of forms to evaluate they will click on the “pencil” (review) icon to begin the evaluation.
  • Next, they will view the evaluation form on the left with the application or LOI on the right.
    • Note: If this is an application evaluation and the applicant also completed an LOI the evaluator will be able to toggle between the forms if need be.

  • The evaluator can complete the evaluation form while reviewing the application from the same screen.
  • The evaluator can use the vertical divider line between the evaluation and the application or LOI to resize each section.
  • At the bottom of the evaluation form there is a Save button.
    • This can be used if they need to save and come back later or if they have finished the evaluation all together.


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