Evaluating contracts

Only the evaluator or the contract primary contact can score or answer questions in evaluations.

  1. Select Contract Evaluations:
    1. If you received a notification email, open the email and click the link to the form.

      Otherwise, perform any of the subsequent substeps.

    2. Select Contracts > Processing And Reporting and in the Contract Evaluations panel, click My Open Evaluations.
    3. Select Contracts > Contracts, open the contract, and click the Evaluations link.
  2. Select Actions > Create or select the evaluation and click Start Evaluation.
  3. Provide a description and click Submit.
  4. Click Next.
  5. If the evaluation uses scoring, complete grading the criteria for all categories:
    1. Select the Evaluation category.
    2. Select the rating in the Description field.
    3. Provide your comments in the Comments field.
    4. To show the comment to the supplier, select the Display Comments To Supplier check box.
    5. To show the attachment to the supplier, select the Display Attachment To Supplier check box.
    6. Click Next.
    7. Repeat steps a to f for the remaining categories.
  6. If the evaluation uses questions, answer all required questions.
  7. Click Submit Evaluation.

    The Approve and Amend buttons are available.

  8. Click the link on the email received by the Supplier Contact to view Supplier Portal menu. Then, sign in.
  9. Click the Evaluations link.
  10. View the completed evaluation to show that the supplier can view the comment and attachment.
  11. Click the Contract tab.
  12. Scroll down and select Evaluations to view the details.