Universal Application: Committees

1. Click Search on the upper navigation bar, and then click Committees.
2. Click Add Committee.
   
   
3. Enter the Committee Name, and then click Save.
   
   
4. Enter the first evaluator's name in the Add Member field.
   • If evaluators are not already in the site, add evaluators as users. 
     • User Roles Defined can be used to determine the appropriate user role for each evaluator.
       
       
5. Continue adding evaluators to this committee, and then follow the steps again if needed to create additional committees.
   • An evaluator can be added to more than one committee.

1. Click Tools on the upper navigation bar, and then click Process Manager.
2. Click the universe name.
   
   
   
3. Click the Evaluation tab.
   
   
4. Select the appropriate committee for each opportunity in the Evaluation One column and the Evaluation Two column if using that evaluation stage.
   • Committee setup varies by organization. The same committee can review several opportunities, or a unique committee can review for each opportunity.
     
     

Export a list of the committee members and their emails into a spreadsheet.

1. Click Search on the upper navigation bar, and then click Committees.
2. Click the pencil icon next to the applicable committee.
   
   
3. Click Export.
   • The file will be downloaded to the Download's folder.
     
     

1. Click Search on the upper navigation bar, and then click Committees.
2. Click the pencil icon next to the applicable committee.
   
   
3. Check the box next to each committee member to batch email, and then click Batch Email.
   
   
   • Click the box next to the Name column to select all committee members in the list.
     
     
4. Click the mail icon next to an email template or click Send (No Template).
   • Build an Email Template provides steps to set up an email template.
     
     
5. Configure the email.
6. Click Send Email.
   
   

Committees cannot be deleted unless they are removed from all opportunities in all universes. If any committee member has started or completed an evaluation, the committee can still be deleted as long as it is not attached to an evaluation stage in any universe.

1. Click Tools on the upper navigation bar, and then click Process Manager.
2. Click the universe name.
   
   
   
3. Click the Evaluation tab.
   
   
4. Click the Evaluation Committee drop-down list where the committee is set as an evaluator for an opportunity. 
   
   
   
5. Click the white space at the top of the drop-down list to remove the committee as an evaluator.
   
   
   
6. Repeat step 5 until the committee has been removed from all stages in all universes.
   • The number of stages the committee is attached to can be found on the Committees page in the Stages column.
     
     
     
7. Click Search on the upper navigation bar, and then click Committees.
8. Click the trash can icon next to the committee to delete.