How to create an evaluation assignment

Last updated September 27, 2023
Written by Princess Luzadas

In Felix, you can conduct evaluations on vendors, vendor RFQ responses or engagements that vendors have carried out. 

Once your organisation has created and published templates in Felix, evaluations can be "assigned" for your users to perform - answering/scoring questions, adding comments, and attachments.

When preparing an evaluation that is required, you can select the relevant evaluation template and assign the task to the relevant staff users. This process is referred to as assigning evaluations in Felix.

You can first view existing assignments in the Evaluation Assignments list before creating new ones. Navigate to Tools > Evaluation Assignments from the main menu.

The most commonly used assignment is for assigning evaluators on RFQ Responses. Refer to How to assign an evaluation within an RFQ for this process.

If you are not directly performing vendor evaluations yourself via the vendor list, or on vendor responses yourself in the Vendors tab of an RFQ, you can also assign evaluations as follows:

  1. Navigate to Tools > Evaluation Assignments from the main menu.
  2. Click the Create Assignment button.

  3. Select the relevant Evaluation Template from the dropdown.
  4. Select the relevant Evaluation Type from the dropdown.
  5. Based on the evaluation type selected, use the dropdown to select the relevant Vendors, RFQ or Engagements that you would like the evaluation performed on.
  6. Assign an Evaluation Assignment Chair whom you would like to have visibility over the evaluation assignees' progress by selecting one from the dropdown.
  7. Assign the evaluation to one or multiple Evaluation Assignees by selecting from the dropdown.
  8. Click the Save button.

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