How to assign an evaluation within an RFQ

Last updated May 25, 2023
Written by Princess Luzadas

You can assign an evaluation to multiple vendors within a single RFQ. You can use the Assign Evaluation button. This button will be available once the first quote has been received on an RFQ.

To assign an evaluation within an RFQ:

  1. Navigate to Projects > Requests for Quotation from the main menu.
  2. Locate the RFQ you would like to assign an evaluation by using the quick search or filters.
  3. Click on the RFQ Job Name or hover over the ellipsis icon and select View Details from the options. The RFQ will open.
  4. Go to the Vendors tab.
  5. Click the Assign Evaluation button.
  6. Select Vendors you would like to assign the evaluation to from the dropdown.
  7. Select the relevant Templates you would like to use for the evaluation from the dropdown. This will be prefilled if a template has been selected for evaluation during RFQ creation.
  8. (Optional) Assign an Assignment Chair who you would like to have visibility over the evaluation assignees' progress by selecting one from the dropdown.
  9. Assign the evaluation to one or multiple Evaluation Assignees by selecting from the dropdown.
  10. Click the Assign button.

Assigned evaluations will now be visible in the Evaluation Assignments list. If you are an Assignment Chair or have been assigned evaluations yourself, you will also see these in My Tasks.

Only vendors who have submitted a quote can be evaluated.

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