Assign Evaluators to Requests

To assign evaluators to requests in GLM or SLM, navigate to the LOI Complete or Application Complete workload page and use the Batch Actions menu.

1. Navigate to the applicable LOI Complete or Application Complete workload page that contains the requests to which evaluators will be assigned.
    
2. Check the box next to each request that evaluators will be assigned.
   • This can be done individually or in batch.
     • Requests can only be assigned evaluators in batch if they use the same process.
        
3. Click Batch Actions, and then click Assign Evaluators.
   
    
4. Check the box next to each evaluator that will be assigned to the selected requests.
    
   • Only active users will show up for selection when you assign evaluations.
   • If using more than one evaluation stage, click the Evaluation 2 tab to assign evaluators for those requests.
      
5. Click Save.
    
6. Click Close.
    

1.  
   • The selected requests will now move to the LOI Evaluations Assigned or Application Evaluations Assigned workload page. 
   • Click Send Email to email the assigned evaluators.
      

Evaluations can be assigned across opportunities in batch from the Application Evaluation Assigned workload page or Application Complete workload page when using the Universal Application feature. The requests have to use the same committees and be in the same universe to assign evaluators, but they can be assigned across different opportunities within that universe. Batch assigning across opportunity evaluations is not possible if any of the selected requests already have evaluations assigned.

On the Evaluation tab in the universe, all evaluations need to have the same committees for both Evaluation One and Evaluation Two.

To assign evaluators across opportunities in a Universal Application, navigate to the Application Complete or Application Evaluation Assigned workload page and select requests from the same universe with matching committees.

1. Navigate to the Application Complete or Application Evaluation Assigned workload page.
    
   • Save Process Filters provides information on how to filter the list by universe or opportunity.
2. Check the box next to each request that will be assigned evaluators.
   • This can be done individually or in batch.
   • If assigning evaluators in batch, the requests have to have be in the same universe and have the same committees, but they can be assigned across opportunities.
      
3. Click Batch Actions, and then click Assign Evaluators.
   
    
4. Check the box next to each evaluator that will be assigned.
    
   • If using more than one evaluation stage, click the Evaluation 2 tab to assign evaluators for those requests.
      
5. Click Save.
   
    
6. Click Close.
   
    
   • The selected requests will move to the Application Evaluation Assigned workload page if evaluators were assigned from the Application Complete workload page. 
   • Click Send Email to email the assigned evaluators.
      

Custom columns on evaluator assignments allow administrators to add additional information fields to the Select Evaluators when assigning evaluators to requests in GLM or SLM. This feature works for standalone processes and Universal Application for all evaluation stages (LOI, Application - Evaluation 1 and 2). Administrators can add the email, city, and state fields from the user registration form as well as any of their custom fields on the form. All question types can be used except Divider Line and Instructions. Deleted and hidden fields will not be available to be selected. The custom columns can be customized on a per user basis, and the number of custom columns that can be added to the Select Evaluators pop up is unlimited. The custom columns that are added to the Select Evaluators pop up will be displayed on the Evaluation Assignments but cannot be edited there. 

To add custom columns to the evaluator assignment, access the custom columns icon when assigning evaluators to requests.

1. From the Dashboard, click the Application Complete or Application Evaluation Assigned workload pages.
    
2. Check the box next to each request to assign evaluators, click Batch Actions, and then click Assign Evaluators.
   • Evaluators have to be added on a process.
      
3. Click the custom columns icon.
    
4. Check the box next to each column name, and then click Save.
   • If User Custom Fields are set up, they will show up in this list.
   • To remove the custom columns, uncheck the boxes and click Save.
     
      

There are two ways to unassign evaluators in GLM/SLM, from the User Summary page or the Evaluation Summary page. To unassign evaluators in Universal Application, use the instructions to unassign evaluators from the Evaluation Summary page.

Unassign Evaluators via User Summary Page.

To unassign evaluators from the User Summary page, navigate to the Evaluations page for the specific evaluator.

1. Navigate to the User Summary page, and then click the Evaluations page.
    
2. Click the checkbox next to the request for which evaluations will be unassigned, and then click Unassign.
    
3. Click OK to unassign the evaluation. Once unassigned, the request will be assigned a new evaluator from the Evaluations Assigned workload page.
    

Unassign Evaluators via Evaluation Summary Page

To unassign evaluators from the Evaluation Summary page, navigate to the evaluation stage workload page and access the evaluation details for the request.

1. From the Dashboard, navigate to the LOI Evaluation Assigned or the Application Evaluation Assigned workload pages depending on what evaluation stage the request is in.
    
2. Click the score or response rate on the request for which evaluators will be unassigned.
    
3. Click the trash can icon to unassign the evaluator.
   
    4. Click OK to confirm.