Maintaining a Contractor Evaluation

The Contractor Evaluation Summary contains all the information currently recorded for the contractor evaluation. Information is grouped on two tabs located on the left side of the component. To access this component, navigate to the Contractor Evaluation Overview and select Open from the Actions menu on the row for the evaluation you want to work on.

The component opens on the General tab, which allows you to view or change the following information:

Click in a field and add, change, or delete information as required.

Note: You can only change information in a contractor evaluation while the Evaluation Status is set to Draft.

Click the Ratings tab to rate the contractor on all the criteria in the evaluation (see Rating a Contractor).

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.

To submit the contractor evaluation for approval, select Submit for Approval from the Actions menu on the component header. The system automatically sends a notification to the contract's project manager.

Note: To submit an evaluation for approval, all criteria in the evaluation must be rated or set to N/A.

To approve a contractor evaluation, select Approve from the Actions menu on the component header. The system automatically sets the Approved By field to your User ID and the Approved Date field to the current date. If the appropriate system event is enabled, the system generates the Contractor Evaluation Historical Report, attaches the resulting PDF to the contractor evaluation record, and initiates the Export Contractor Evaluation process (see Contractor Evaluation Report).

Note: To approve an evaluation, the Evaluation Status field must be set to Pending Approval.

To change the status of the contractor evaluation from Approved to Draft, select Change to Draft from Approved from the Actions menu on the component header. The system automatically increases the Revision Number by an increment of one.

To change the status of the contractor evaluation from Pending Approval to Draft, select Change to Draft from Pending Approval from the Actions menu on the component header. The system automatically increases the Revision Number by an increment of one.

To add a new evaluation for this contractor, select Add New from the Actions menu on the component header. For more information, see Adding a Contractor Evaluation.

Note: You cannot add a new contractor evaluation if an evaluation already exists for this contractor on this contract with a status of Draft, Pending Approval, or Final.