This article explains how an assessor records a verdict on each data item for a worker or company, and how to inform the subcontractor once the participant has been reviewed.
When to use this
Use this when data has been submitted for a worker or company on your project and needs a verdict, or when a previously approved document has expired.
Required permissions
Assessor
You can assess participants only on projects where you are an assessor. Users with Organisation management can open the assessment screen read-only, without recording verdicts.
Step 1: find the work
-
Choose Administration in the main menu, then Data to assess.
In the left-hand menu, you can filter by work location, company, organisation, and urgency.
Select the name of the person you want to evaluate. The evaluation screen will open immediately.
Alternatively, open a participant directly from a project: choose the assessment status icon next to a worker or company in the project's company list.
Step 2: assess each data item
-
In the left-hand menu, you can see which sections still need to be evaluated. Select one of the sections to start the evaluation. The section highlighted in purple will be open on the right side of the screen.
Choose View document to open the submitted document in the detail pane. Where a data item has no document, the pane shows No document
Choose Assessment instruction if you need guidance on how to judge this item
Under Status & data, choose the verdict
The options are:
Approved - permanently in order
Conditionally approved - the participant may work, but must supply the missing data before a deadline
Rejected - not in order, the participant must supply it again
Not applicable - the item is not relevant for this participant
Under Reassess on/Valid until, specify when the evaluation expires and must be repeated. Use +1w (one week), +1m (one month), +3m (three months), or +1y (one year) to fill it in quickly, or leave the field blank for an evaluation that does not expire.
The date is required when you choose Conditionally approved. The date is not kept when you choose Rejected or Not applicable.
Write down any comments in the text box. Please use the appropriate format:
Public - reaches the subcontractor. A remark is required when you reject an item.
Private - for your own administration, and never shown to the subcontractor.
Choose Standard comment to insert a pre-written phrase.
Choose Save. The verdict for that one data item is saved on its own.
Repeat for each data item. Use Previous and Next to move through the list, or Save & next in queue to save and move straight to the next participant on your worklist
Step 3: inform the subcontractor
-
Choose Notify subcontractor when you have finished the participant
This sends an email to the company's project contact person, listing only the items the subcontractor must act on: conditionally approved, and rejected. Approved and not-applicable items are left out, and only your public remarks are included.
Result
Each assessed data item shows its verdict in the left-hand list and in the participant's history. The project's status icons and the subcontractor's own list update to match. A participant whose required items are all approved and still valid counts as in order.
Notes
Saving a verdict does not send an email. Informing the subcontractor is always a separate, deliberate action
When the subcontractor uploads a replacement document, that data item returns to waiting for review and your earlier verdict, remarks and validity date no longer apply to it. The earlier verdict stays visible under History
There is no overall sign-off. A participant's result is worked out from the individual items every time it is shown
Where several documents are interchangeable, they appear under One of the following is required. Assessing any one of them settles the group