The Advanced Evaluations module is governed by several settings that can be managed by System Administrators. These settings are outlined and defined below.
Accessing the Advanced Evaluation settings
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Navigate to the Advanced Evaluations module dashboard, either via the app launcher icon in the menubar or through the navigation tile on your Homepage.
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Click on the Manage Module tab in the top right to open the module settings.
- Refer to the 'General' tab for the module's general settings.
This will take you to the Settings - Procurement page, which has two tabs:
- General: General settings for managing the module, as detailed below in this article.
- Dashboard Customisation: These are settings for managing the Advanced Evaluations dashboard (including links and downloadable reports).
When making any changes to these settings it's important to hit the Save button at the bottom of the page when you're ready.
General
Evaluation Settings
Please see the below table for a description of all settings:
| Setting | Description |
|---|---|
| Conflict of Interest Mode |
This setting determines whether Evaluators, once invited to score, will be required to respond to a Conflict of Interest declaration before being able to access responses and commence scoring. Please see the final setting below for more information on the Conflict of Interest declaration. |
| Procurement Planning Criteria Mode |
This setting is only applicable if you are also using the VendorPanel Procurement Planning module. On a Plan, a user can define the Mandatory Requirements and Evaluation Criteria. This setting determines that, if the requirements and criteria were originally added and confirmed on the Plan, if that information will be locked from being amended on the Evaluation or not. If unlocked, the user will be able to make changes to the requirements and criteria that they originally defined on the Plan. |
| Approvals Required |
This setting determines your approval requirements in Advanced Evaluations. Approvals can be 1) not enabled at all, 2) enabled on both the Shortlist and Final Decision steps or 3) on the Final Decision step only. |
| Mail Merge Export Enabled |
This setting determines if at both the Shortlist and Final Decision stages an Evaluation Report can be downloaded which is using a mail-merge template to generate the report. The template can be managed by System Administrators. |
| Send notification to Procurement Officer each time an individual evaluator completes an assessment? |
This setting determines when the user running the evaluation (known as the 'Procurement Officer') will be notified when Evaluators complete their scoring. If you select Yes, the Procurement Officer will be notified each time an individual evaluator completes an assessment. If you select No, only a single notification will be sent to the Procurement Officer once all participating individuals have completed their evaluations. |
| Discrepancy Threshold |
In the Consensus Scoring round, the system can flag discrepancies in evaluator responses. This setting determines the percentage threshold between responses required for this to be flagged. |
| Consensus Scoring Method |
This setting determines how scores for respondents can be changed during the Consensus Scoring round. The 'Classic' consensus scoring method allows the Procurement Officer to override the calculated percentage of each respondent per each criterion. They cannot change an individual's answer to a question against a respondent. The 'Uplifted' consensus scoring method locks the calculated percentage score of each respondent from being overridden. Instead, their score only be amended if an individual evaluator's score for a question against a respondent is changed. The system will continue to automatically calculate their score based on the evaluator's scores. |
| Individual evaluators can change their own scores during consensus scoring |
This setting determines if you want to allow Evaluators to be able to amend their own individual scores during the Consensus Scoring round. If yes, these updates will automatically reflect in the consensus score. |
| Conflict of Interest Declarations |
When inviting an Evaluator to score an Evaluation, you can enable (see top setting above) that they will need to complete a Conflict of Interest declaration before they start scoring. This button will take you to the settings where you can manage your declaration text. You can find more information on this here: Managing your Conflict of Interest Declaration. |
The below settings apply to all the module dashboards
Dashboard Settings
Enable function to add new records directly from report tiles on the dashboard: This enables the 'Add New' button on reports on the dashboard, which means there are multiple places from the dashboard where you can add a new contract
Custom Links
This allows you to have custom links at the bottom of the dashboard, these links can point to anything you'd like (i.e. an intranet page) but you can also link to specific reports in the system or documents. You can also control the visibility of who can see these links
Dashboard Reports
This allows you to define which reports are available on the dashboard. This can point to report dashboards, tabular reports or graphs
| Field | Description |
| Report Name | This is the name that will be displayed to the users |
| Enabled | Makes the report visible/invisible |
| Report Type |
This is the type of report you want: Detailed Report: Purpose build report form Export Report: Tabular report (these reports can be configured and customised per client) Visual Report: Charting report (these reports can be configured and customised per client) |
| Has access | Which user group(s) within the system can see and access this report |
| Target form | Which form is this report based off |
| Target Profile | Which report profile to point to (Only applicable for export and visual reports) |
Dashboard Actions
This lets you control which tabs show up at the top of the dashboard
| Setting | Description |
| Action Text | This is the name that will be displayed to the user |
| Has access | Which user group(s) within the system can see and access this tab |
| Action task |
What task does clicking this tab do: Do Nothing: Won't navigate away from the dashboard but will change what shows on the screen New Record: Navigates to a new record screen for the specified form Existing Record: Navigates to an existing record for the specified form and record URL: Navigates to the specified URL |
| Navigation | This will either be the name of a form where Action Type is New Record or Existing Record and will be a URL where Action Type is URL. If Action Type is Existing Record then you need to also specify the ID and View |