Evaluation Tracking provides a sitewide view of evaluation progress across every evaluator, form, and process in Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM). Assignment counts and completion status appear together in a single grid, giving administrators visibility into evaluation completion status without needing to build a report or check individual evaluator pages one at a time.
User Role: Administrator, Grants Manager, Auditor
When to Use Evaluation Tracking
Use Evaluation Tracking when:
- Evaluation completion needs to be checked across multiple evaluators, forms, or processes at once, rather than reviewing each evaluator individually.
- Evaluators who have not completed their assigned evaluations need to be identified before a deadline.
- A reminder needs to be sent to one or more evaluators about outstanding evaluations.
Access Evaluation Tracking
To access Evaluation Tracking:
- Click Tools on the upper navigation bar, and then click Evaluation Tracking.
How the Summary Bar Works
The summary bar at the top of the page shows overall progress at a glance.
- Sitewide Percentage - The overall completion rate across all assigned evaluations, shown as a percentage and a progress bar.
- Assigned - The total number of evaluations assigned.
- Complete - The number of assigned evaluations that have been completed.
- Incomplete - The number of assigned evaluations still outstanding.
How the Grid Works
Each row in the grid represents one evaluator and one form assignment.
- Evaluator - The evaluator's name. Click the evaluator's name to open a slide-in panel with more details about their assigned evaluations.
- Email - The evaluator's email address. This column can be shown or hidden using the column tools described below.
- Form Name - The specific evaluation form assigned.
- Process - The process the form assignment belongs to.
- Stage - The stage of the process associated with the assignment. Assignments spanning more than one stage display as "2 Stages" or similar.
- Assigned - The number of evaluations assigned to the evaluator for that row.
- Completed - The number of those evaluations marked complete.
- Progress - A visual progress bar and percentage reflecting completion for that row.
Rows can be grouped by process or evaluator. Rows are grouped by process by default. Click the Group by drop-down menu to change how the rows are grouped, the options are Process, Evaluator, or None.
Use Grid Tools to Filter, Email, and Export
Column tools are available along the right edge of the grid.
- Columns - Show or hide individual columns, including email address. Visible columns are saved per user.
- Filters - Narrow the grid to specific evaluators, forms, processes, or stages.
- Clear Filters - Remove all active filters at once.
- Reset Layout - Restore the grid's default column order and grouping.
Check the box next to a row to select one or more evaluators, and then click Email above the grid to email the selected evaluators individually or in batch.
Check the box next to a row to select one or more evaluators, and then click Export to download a .csv of the list.
View Evaluator Details
To view an evaluator's details or contact them, use the options below.
Click an evaluator's name in the grid to open a slide-in panel showing more details about their assigned evaluations.
Click the mail button to send an email to that evaluator or use the Search functionality to search for a specific request.
Evaluation Tracking is a view-only page. Assigning, unassigning, and editing evaluations are not available here. Complete those actions from their existing locations.