How to complete evaluations

How to complete evaluations

Navigate to Your Evaluations in the substage to view all your assigned evaluations. To begin filling out the process, open an evaluation.



Fill out all criteria. Required criteria will be marked as such.



Save your work, or complete and submit if you are finished. You can always come back and update it!




If you have been assigned multiple evaluations, you can navigate to the next one.



Completed evaluations will be marked with a green check. Users who have not been assigned an evaluation will not have any evaluations visible when they log on.



    • Related Articles

    • How to assign evaluations

      Navigate to the Assign Evaluations sub-stage and select the application or applications to begin assigning evaluators. You can assign any one with a platform account in your organization to be an evaluator. Select the evaluator from the dropdown ...
    • How to complete additional rounds of evaluation

      Depending on the needs of your project, you may want to have additional rounds of evaluations. In projects with additional evaluation rounds, previous scores can be pulled into the next round of evaluations so that it’s easy to see how respondents ...
    • How to advance respondents

      Completed evaluations with their scores will be noted as such in the Summary substage. Any aggregates created will be visible as well as individual criteria and internal tags. Filter respondents by highest or lowest scores if needed. To advance ...
    • How to create workflows

      To create a workflow, go to the Configuration tab and open “Workflows”. Add a new workflow from the Workflows panel. Name it and create the workflow. From your Workflow’s page, navigate to the Stages panel and add a new stage. Select the stage you ...
    • How to view Received Applications

      When a respondent submits an application it will appear in the Received Application substage. Please note that if the application is complete it will be flagged with a check mark in the Completed column. You and your team members can add internal ...