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How do I add Evaluation Groups?

Setting up your Evaluation Groups is a fast and efficient way to divide documents, reviewers, and criteria into sections for a more efficient process.

For more information on Evaluation Groups, see Evaluation Groups.

To Add your Evaluation Groups, scroll down to the Evaluation Groups section and click the Manage button.

As a default, there will be a Main Evaluation Group already created:

Here you can edit the name of the Main Evaluation Group if you wish to do so, or simply add the rest of your Evaluation Groups. In this example, two Evaluation Groups were created, one for the Technical Evaluation and the second for the Signed Forms Evaluation:

Once you have added your Evaluation Groups, you will be ready to map the Criteria and Requested Information. Criteria will be how and what each Evaluation Group scores the Proposals (for more info, see Criteria Types).

Requested Information mapping will let you control which documents or sections each Evaluation Group is able to view and access. To know more about Requested Information, see Requested Information.

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