The Show Contact Info option on a process summary allows you to control which evaluator user roles can see applicant and organization (Grant Lifecycle Manager [GLM] only) information for requests in the process. By default, the board member and evaluator roles can see this information.
Unchecking this option for evaluators so they cannot see the applicant's information is often called a blind evaluation. However, this option does not hide any information within request forms. If an applicant includes identifying information in their application, this is still visible to the evaluators.
There are additional considerations to keep in mind with this setting in a GLM site.
- Users with the board member role have access to the Organization Summary page, which contains the Request History for the organization, for any requests they are assigned to evaluate. Because of this, they could potentially see which organization submitted which request in a process that is set to hide contact information from evaluators.
- In addition, if the Organization Name column has Link to Organization selected via custom columns, users with the evaluator role can also access the Organization Summary page for requests they are assigned to evaluate.
Configure the Show Contact Info Option
- Navigate to the process.
- This option is set at the individual process level.
- Click Edit Process Summary.
- Uncheck the box for the applicable roles.
- Click Save Summary.