The score manager allows evaluators to score vendor submissions. Score manager link only becomes visible when the tender is closed and the bids have been opened.

Each evaluator must have at least one role that has been linked to a evaluation type in order to evaluate that phase.

When the tender has been closed the approvals section will show a link to approve the opening of the bids.

 

 

 

Click the Open bids button, a pop up will reminder you that once the bids have been opened you cannot change the evaluation settings.

 

To start evaluating the vendor submissions click on the Click to start button in either the evaluations section or the To Do widget.

 

Note: Only users with the Manage project evaluation can start / stop evaluation phases.

 

 

 

If there are no users with the evaluation roles assigned iSpec will display a warning

 

 

You can expand the roles section and add or edit the evaluators. The evaluator roles that are necessary to score are listed under mandatory roles.

Click the add or edit evaluation users and make sure that the users who will evaluate are added.

Once you have a user who has the evaluation type roles assigned you are then able to start evaluations.

 

 

Click the Click to start button in either the To Do widget.

 

 

Or in the evaluation section.

 

 

Once the evaluation has started click the Score manager link.

 

 

 

Select the phase, type and vendors then click refresh to build the score report

 

 

You can choose whether to include only the categories that are in use or show ALL categories by checking the Show not used box.

 

 

All headings that can be score will have a score box underneath the vendor column.

Enter a score until all sub categories have been scored.

 

 

 

You can also enter a comment by clicking the pencil icon, once you have enter a comment the icon will have a green tick in the corner

 

 

You can also click on the sub category name to display the headings associated with that sub category, you can send correspondence, negotiate further or accept items by clicking the arrow icon.

 

 

Once you have completed your evaluation the icon will either be  green check or a red x.

A green check means all of the evaluators have completed their evaluations.

A red x means not everybody has finished their evaluations, you can hover over the icon to see which evaluators have completed and which have not.

 

 

 

If all evaluations are complete the status will show a green check icon.

Once all evaluators have entered there score you can end the evaluations by clicking the Click to end button.

 

 

A date and time stamp will show you the Start/End dates of that evaluation phase.

The next evaluation phase in the sort order will become available.

 

Note: If the next phase is a commercial evaluation you must shortlist at least one vendor.

 

 

We continue this process until all of the evaluation phases have been evaluated and are completed.

 

Note: When the evaluator logs into iSpec any tenders that need to be scored will be listed under there My Workspace.

 

You can also quickly see which evaluation phases have been completed for each project by going to the tender list.

The evaluations column will show all evaluation phases for each project, incomplete evaluations are highlighted red and completed evaluations are green.