Managing Evaluations

Introduction

After you create a new evaluation, GSS makes it easy to view and manage the Evaluation from the EVALUATIONS page. From here, you can view all existing evaluation records or search and filter the Evaluations list to return only the records you want to see. Drill down into a single evaluation to view more details or take action on the evaluation.

This page provides a brief overview of how to manage your existing Evaluations.

View Evaluations

To view your organization's complete list of evaluations, navigate to the EVALUATIONS page. The Evaluations list displays all existing evaluations and key details about each, including the selected evaluation method, the evaluation's start date, and the due date.

If you want more details about a specific evaluation, use the Search field or filters to locate an evaluation or all evaluations that match specific criteria. Clicking the link associated with an Evaluation takes you to the record view.

Each Evaluation record is organized into the following tabs:

TAB	DESCRIPTION
Summary	Provides detailed information about the evaluation, including the status, important dates, factors, approach, contracting team members, and more. The default tab when you open an Evaluation record.
Factors	Provides information about all factors assigned to the evaluation. Expand each factor to see detailed information about any subfactors that have been set up.
Vendors	Provides a list of vendors assigned to the evaluation and information about each. Easily search or filter the list to display the vendors you want to see.
Ratings	Provides the rating results for each vendor assigned to the evaluation, including the rating method, legend, and any related documents. Filters the rating results to view only the vendors that match your selected criteria or download a summary of the rating results for a specific vendor.
Consensus Reports	Lists all vendor consensuses set up for the evaluation, including the status of each. Clicking the vendor link opens the consensus report, which allows you to start the consensus or view the final report of a completed vendor consensus.
Documents	Provides a list of all documents associated with an Evaluation record.
Teams	Allows you to view each team assigned to an evaluation and the member names and contact information.
Tasks	Provides a list of all tasks associated with the evaluation and sorts them by Outstanding, Completed, Not Needed, and Canceled.
Task History	Provides a log of all completed tasks for the evaluation.
Evaluation History	Provides a log of all edits, updates, and deletions for the evaluation.

From the Summary view, you can also add tasks, upload documents or create a new document from a template, and continue the evaluation setup if necessary.

Need to create a new Evaluation? Click + CREATE NEW EVALUATION to open the guided wizard that walks you through each step of the setup process. See create a new evaluation for more information.

Update evaluators

If your teams are impacted by personnel or staffing changes, GSS makes it easy for you to reflect those changes by allowing you to update your evaluation teams. Contracting personnel and evaluation chairs can add or delete team members from an evaluation team for any existing evaluations that are still in progress.

Follow the steps below to add or remove team members from an evaluator team for an in-progress evaluation.

1. Go to the EVALUATIONS page.
2. From the Evaluations list, locate the Evaluation record associated with the team you want to update and click the record link.

3. Select the Teams tab in an Evaluation record and click UPDATE EVALUATORS.

   

4. In the Evaluator Teams panel, select the evaluator team you want to update.

   

To add new team members from an evaluator team for an in-progress evaluation:

1. Click ADD EVALUATORS.

2. Use the Search field to find the individuals you want to add to the evaluator team and click ADD.

   

3. Click NEXT.

4. From the Update Evaluators form, verify that you have the correct evaluators assigned to each factor and subfactor.

   

   Note: If the due date assigned to each factor or subfactor occurs in the past, you must use the date picker to change it to a future dat before proceeding. The future due date you assign must occurs before the evaluation due date.

5. Click UPDATE and CLOSE to go back to the Evaluation record.

   

To remove team members from an evaluator team for an in-progress evaluation:

1. From the Team Member list, select one or more team members you want to delete from the team and click REMOVE EVALUATORS.

   

2. Click NEXT.
3. From the Update Evaluators form, verify that you have the correct evaluators assigned to each factor and subfactor.
   • Note: If the due date assigned to each factor or subfactor occurs in the past, you must use the date picker to change it to a future dat before proceeding. The future due date you assign must occurs before the evaluation due date.
4. Click UPDATE and CLOSE to go back to the Evaluation record.

Delete Evaluations

To delete an Evaluation:

1. Click Evaluations on the side navigation bar to navigate to the Evaluations page.
2. Click on an Evaluation record to navigate to its Summary page.
3. Click the … more options dropdown.
4. Select Delete to bring up the Delete Evaluation wizard.
5. Enter the Reason for deletion.
6. Click DELETE.

View Related Procurements

To view an Evaluation’s related procurements:

1. Click Evaluations on the side navigation bar to navigate to the Evaluations page.
2. Click on an Evaluation record to navigate to its Summary page and view the Related Procurements section.
3. Click on the Solicitation card to navigate to Contract Writing and view the released Solicitation.

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