Is it possible to evaluate projects and for different external people to provide ratings and comments?
Yes .
By default, the platform allows you to set up an evaluation grid for the assessment stage and a decision/jury grid for the jury that will issue the final opinion on a case, based on the opinion submitted by the assessor. Some of our clients only use one stage, in which case it's usually an assessor who enters the final decision themselves. Therefore, it's possible to use only one of these two stages, depending on your process. A grid, whether for assessment or decision, is customizable. This means that, depending on your needs, it can include dropdown lists, radio buttons, free text fields, and can have fields with ratings (1 to 5, for example). If there are, for instance, four evaluation criteria, each with a rating out of 5, a total amount will be automatically calculated by the platform, resulting in a rating out of 20 that will be displayed at the end of the evaluation grid. In the event that some criteria are more important than others, it is possible to weight the criteria, and the platform will then display at the end of the grid the weighted average that would have been automatically calculated by the platform.
An evaluator can be internal to your organization or external. You can create a user account for someone with the "Evaluator" profile on the platform (they will then need to log in each time, starting with their first visit, to access their assigned files). However, if you need to obtain a declaration of no conflict of interest and confidentiality from an evaluator before they access all the information in their assigned file(s) (in the form of checkboxes and a validation button, not an electronic signature), we offer an "EXPERT MODULE" add-on. We therefore distinguish between a standard Evaluator and an Expert Evaluator, whom we internally refer to as an Expert. For an Expert user, it is not necessary to create an account for them as it is for an Evaluator user. To request an Expert's assistance, simply select the files to be assigned to them and send them an Expert invitation via email through the platform, using their email address. The expert will then be notified by email with the text of your choice and a link to the platform. Clicking on this link will take them to a page accessible without logging in, providing information about the cases assigned to them. In case of a conflict of interest, they can choose to decline one, several, or all of the cases. On this page, they will need to provide the following information:
- his choice (accept or refuse) for each of the cases assigned to him
- his first name, his last name and his email address
Once this page is completed, the user must validate it. This action will trigger the creation of their Expert user account by the platform. They will then be able to view all assigned files and provide their feedback. Upon account creation, the platform will automatically send them an email containing a randomly generated password that the platform has assigned to their account. This password will allow them to log back in later if they do not complete their evaluations the first time.
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