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Home Page Overview

This content applies solely to Government Source Selection, which must be purchased separately from the Appian base platform. This content was written for Appian 23.4 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

The Government Source Selection (GSS) MY ACTIVITIES page is the solution's home page. It is the primary page users will use to set up evaluations, complete tasks, and track evaluation progress and displays slightly different information for different users. For contracting personnel, it is an invaluable tool to keep track of evaluations at a high level and identify issues. For other users, it is their home for keeping on top of their evaluation work.

This page provides an overview of the home page and describes the differences between the type of information each user will see.

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Who sees what?

Contracting personnel:

  • Evaluations assigned to them
  • Evaluation tasks associated with their evaluations
  • Overall evaluation status
  • Progress by criteria
  • Progress by evaluation phase
  • Progress of each evaluator

All other users:

  • Evaluations tasks assigned to them
  • Their evaluation status
  • Progress by evaluation phase
  • Their progress by factor

Viewing your evaluations

When you log in to the GSS solution, it opens the MY ACTIVITIES page to give you immediate access to all of your Evaluations.

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The GSS solution displays your evaluations by their Solicitation ID directly under the navigation menu. By default, your evaluations are listed ordered by their start date––with the the most recent start date appearing first. To see more details about a specific Evaluation, click the Solicitation ID associated with it.

Summary view

Each Evaluation record is divided into two tabs: SUMMARY and TASKS. The SUMMARY tab provides details about the evaluation, including:

  • Selected approach
  • Start and setup dates
  • Evaluation phases
  • Assigned factors, evaluators, and vendors

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Tasks view

From the TASKS tab, users can perform the following actions from the checklist items list by clicking on a single checklist item or bulk items:

  1. Edit the due date for a checklist item or bulk items.
  2. Change the status for a single checklist item or bulk items to MARK NOT NEEDED or CLAIM ITEM.
  3. Reassign a single checklist item or bulk items by selecting the checklist items, entering a username into the Reassign To box, then clicking REASSIGN.

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Note that contracting personnel can view all tasks assigned to them and any tasks associated with their evaluations, while all other users can only view tasks assigned to them.

Creating a new evaluation

You can also create a new evaluation from the MY ACTIVITIES page by clicking + Create new evaluation.

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By default, only members of the Contracting Officer and Contract Specialist groups have visibility to the Create new evaluation action. After an evaluation is created, contracting personnel can view the evaluations they created. As a member of the contracting team, they can also view evaluations they are associated with from the EVALUATIONS page. All other users can view the evaluations they are assigned as a member of the evaluation team.

See Creating a New Evaluation to walk through how to create a new evaluation.

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