Accessing Evaluation Workbook(s)

Accessing Evaluation Workbook(s)



For Evaluation Builder users, within the Solicitation Builder stage, there will now be a new substage Evaluation Workbook.

Image of the Solicitation Details UI page with a pink box indicating where to access the Evaluation Workbook in the left hand panel.

which is summary of all evaluation criteria, in a workbook-style format

Image of the Evaluation Workbook UI

This stage allows you to see a summary of all the scores associated with the different form fields. You can access the Evaluations Workbook for a project from the solicitation substages, or via the Evaluation Workbook button from within your documents.

Image of a document in the UI with a pink box indicating where you can access the Evaluation Workbook in the top right hand corner.

Please check with your Admin Team regarding completed EB configurations for your document templates.