This article will help you to
- Create an evaluation team
- Add & Remove evaluators/ideas to a team
- Delete an evaluation team
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Before you can assign evaluators, you need to set up at least one evaluation team. Create as many teams as you want and make the right people evaluate the right ideas.
Create an evaluation team
1. Click on Admin and then on the channel you want to create a team in.
2. Click on Process in the left side navigation.
2. Scroll down to the row Evaluation Teams and click on Add team.
3. Click on Create Team and then give the team a title and decide in which stages this team should be available.
4. Click on Next and then type the names or emails of the users you want to add to this team.
5. Now click on Create Team.
Add & remove evaluators
Add evaluators
1. Click on the evaluation teams in the column where you want to add evaluators.
2. Hover over the team you want to edit and click on the three dots and then on Manage members.
3. Click on Add Evaluators in the right corner and then type the emails or names of the users you want to add to the team.
Remove evaluators
1. Click on the evaluation teams in the column where you want to remove evaluators.
2. Hover over the team you want to edit and click on the three dots and then on Manage members.
3. Select the users you want to remove from the team and then click Remove.
Add & remove ideas
Add ideas
1. Click on Manage evaluations in the left side menu.
2. Select the ideas you want to add to a team.
3. Click Assign to evaluation team.
4. Select the team you want to add the ideas to and click Assign to team.
Remove ideas
1. Click on Manage evaluations in the left side menu.
2. Select the ideas you want to remove from a team.
3. Click Assign to evaluation team.
4. Uncheck the the team, you want to remove the ideas from and click Assign to team.
Auto-assign ideas
To automatically assign ideas to evaluation teams, you have to set up some rules.
- In the "Auto-assign" row and the stage you want to auto-assign ideas to evaluation teams, click on Add rules.
4. Choose which action should trigger the auto-assignment. You have the following options:
- Auto-assign all newly submitted ideas.
- Auto-assign ideas, where a certain option has been selected in the idea submission form.
Auto-assign all newly submitted ideas
1. To auto-assign all newly submitted ideas, select New idea submitted from the drop-down.
2. Now select the Evaluation Team to which the ideas should be assigned.
3. Decide whether or not evaluators should be notified when new ideas are assigned to them. Also decide if users should be required to submit for evaluation before the ideas are assigned to the evaluation team - this is mainly relevant for later stages to ensure that users update their ideas before they are submitted for evaluation.
4. Click on Save to save your rules.
Auto-assign ideas, where a certain option has been selected in the submission form
1. To auto-assign ideas, where a certain option has been selected in the submission form, select Option in submission form selected.
2. Select the Submission form field that should trigger the auto-assignment from the drop-down menu and then decide, which option selected in the submission form should be assigned to which evaluation team.
3. Decide whether or not evaluators should be notified when new ideas are assigned to them. Also decide if users should be required to submit for evaluation before the ideas are assigned to the evaluation team - this is mainly relevant for later stages to ensure that users update their ideas before they are submitted for evaluation.
4. Click on Save rules to save your rule.
Delete evaluation team
1. Click on the evaluation teams in the column where you want to delete an evaluation team.
2. Hover over the team you want to edit and click on the three dots and then on Delete.
3. Confirm your action by clicking Delete.
Tip: Be aware that if you delete an evaluation team, all evaluations from this team will be deleted as well.
We hope this article has been useful for you.
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