Ability to close 1 evaluation
I would love the ability to close either eval 1 or 2 and leave the other open. We use one eval for staff and one for committee members. If we leave the committee member evaluation open while staff is reviewing, members change their comments and/or scores.
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Vonda Carr
commented
Trying to bump this up the roadmap plan! I would love to see this changed or revamped. It seems I have one or two committee members that go back and update (or finally complete) their reviews after staff has started the next step using the committee scores. This causes several documents to need updates.
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Nicole Lopez-Hagan commented
We desperately need this ability close Eval 1 before opening Eval 2, especially in order to clear of Eval 1 applications from the Dashboard of people who are reviewing in both Evaluations. Evaluations for our Reviewers were incredibly challenging last year. Some of our Reviewers are reading over a hundred files in a single round, and then reading in multiple rounds for the same process. Directors in particular are reading in multiple rounds for multiple processes all running at the same time, and their Dashboards end up a confusing a mess. Reviewers who are reading in multiple rounds of the same process are mostly reading different groups of files in each round, and we don't want them to accidentally re-read and rate first round files, so that they end up doing even more work unnecessarily, and run the risk off accidentally changing a rating from the first round. For another thing, in the very final round, where all Evaluators read and rate all the files, they may end up with two forms for the same file, and get confused as to which to complete and whether they had completed it or not. The ability to close a round of review while another remains open, would at least be a start in terms of providing some organization to the overwhelm that the Reviewer Dashboard turned in to for a lot of our Reviewers last year. Ideally each process or even round of review would ultimately be it's own tab, but at least removing completed Evaluations to their own separate tab in the interim, would be a significant improvement. This would especially be useful in combination with the addition of the primary "Process" filter button from the Admin Dashboard.
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Karen
commented
Same here. We have different grant cycles going on at staggered times so it is important to be able to have them work independently.
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Vonda Carr
commented
Yes! The evaluator 1 scores impact the evaluator 2 decisions. When evaluator 1 goes back to make changes, it snowballs the rest of the process.
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Renea Muellerleile
commented
Adds functionality and flexibility for the use of multiple Evaluations and evaluators assigned and maintains the integrity of the original review.
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Renea Muellerleile
commented
Ability to individually close an Evaluation stage, when you are using both Evaluation stages. For example, Evaluation 1 is to be completed, and "locked down" so the Evaluator cannot change their answers when they are completing Evaluation 2. This impacts the "integrity" of the review.
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Danny Freund
commented
We use Eval 1 for two lead advisors to determine whether an application should be reviewed by an entire grants committe. I would really like the ability to close eval 1 withOUT closing eval 2 because often the folks who complete eval 1 also complete Eval 2 and then the same application appears twice in their applications to be evaluated. I often work with older folks who are not as tech savvy. I learned the hard way when they were asking me why is the same application showed up twice. I realize they can sort this by those completed vs pending but it still has the same application appearing twice. The other reason is because we use this as a way of initially declining some applications if they don't meet the guidelines. Currently, there is no way of taking that initial decline rationale and transfering that info to the decline form easily. I currently need Eval 1 to complete, then create a report so I save that info outside of foundant and then copy and paste the decline rationale into the decline form...and then revert the status for each application to application submitted so that I can reassign the same application for a full evaluation (eval 2). Wish this were simpler.