Evaluation types are also used in conjunction with with the Advanced evaluation system for more more information please see the Advanced evaluation system section.

 

To add a new evaluation type right click the top node and click Add new evaluation type

 

 

When you have added the main evaluation type you must link a role, only users who have this project role will be able to evaluate that tender.

 

 

Once you have added the evaluation type you must add a minimum of one category.

 

 

The evaluation type and category heading names will stay red until at least one sub category is added.

 

 

The evaluation type name will also stay red until a default role is assigned.

 

 

Hiding unused types, categories or sub- categories

 

If there are unused evaluation types, categories or sub categories you can hide them from the evaluation type list and also from the heading properties link list.

 

To do this select either the evaluation type, category or sub category and tick the No longer used checkbox.

 

 

The item will no be hidden from the manage evaluation type tree and also the heading properties list.

 

 

To view both hidden and unhidden select the Show All checkbox.

This will then list all only in the manage evaluation types tree not in the heading properties list.

 

 

To unhide the type, category or sub-category uncheck the No longer used checkbox.

The item will then appear in ALL lists.

 

 

If you hide an item that is in use in a template a warning will appear telling you that the link will be removed and the template will become unavailable until they have been updated and approved again.