Managing Pass/Fail Evaluation Critera

Managing Pass/Fail Evaluation Critera

One of the fields that may be created for an Evaluation is the Pass/Fail Field or Standard P/F field.  This field allows the evaluator to assign a Pass or Fail rank for an answer to a question from the prospective vendor in an evaluation. 

To create a related field and apply the desired criteria, navigate to the related project, go to Document and open the Document Section where you want to create the field.



To create a New Section and New Field, scroll to the bottom of the document and click Add New Section, then from the kebab menu on the right, select Add Field from the dropdown:



On the New Field Details screen, complete the Field Details fields and settings and click Create Field at the bottom to complete:

After the field is created, one of the options you'll see is Add Criteria:


Under Criterion Type you would click the button for the respective field with the criteria you want to add, add the appropriate criteria, and after inputting the appropriate criteria, click Create Criterion which is how you would manage pass/fail evaluation criteria in Evaluation Builder.  



If you have further questions or need anything else, please reach out to support@cityinnovate.com!
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