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360 has functionality that restricts evaluators from seeing respondents' responses if a Conflict of interest is declared. |
Step-by-step guide
To add COI Policy and business rules to your organisation Organisation 360 account,
Sign-in to https://360users.apetsoftware.com.au/ as the Boss
From the main menu, click Settings
- Click Livery and Public Presentation
- Click Add File and upload your organisation's COI Policy
- Expand Logo & Files
- Assign your organisations COI Policy to Non-Conflict of Interest Declaration.
- Click Save
- On the left sidebar options, click More System Settings
- Click Evaluation
- Under "Conflict of Interest Declaration Required?" Choose either
- No - COI Policy is available for Evaluators to download.
- Yes - Non-Conflict Confirmation - COI Policy is available for evaluators to download, and 360 stops them from seeing any responses until the declaration is signed vi entering their 360 password.
- Yes - Declaration For each respondent - COI Policy is available for evaluators to download, and the evaluator can make a COI Declaration and record notes against each respondent.
- Default Conflict of Interest Assessment - Set the default COI assessment status for when an evaluator declares a COI is declared by an evaluator. (Note, Request Managers can change the COI statuses for requests that they manage)
- Access TBD - Conflict declared, and the request manager has made no decision - no access for now.
- Access Allowed - Conflict was identified, but management controls allow access as if there was no conflict.
- Limited Access - Conflict is identified for a specific respondent (or respondents), so no access will be given to their responses - other responses are okay.
- No Access - Conflict identified for the request and/or a specific respondent (or respondents) and the user's evaluation access rights have been revoked (note: re-assigning the evaluation access roles will not grant them access; however, they may still have access with another permission right)
- Default Conflict of Interest Assessment - Set the default COI assessment status for when an evaluator declares a COI is declared by an evaluator. (Note, Request Managers can change the COI statuses for requests that they manage)
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simplylogical.net's team recommends that you set Yes - Declaration For each respondent with the default being Access TBC. This will allow your organisation's Request Manager to manage any COIs raised in Requests they are managing actively. |
Related articles
- What are the key terms in 360? (definitions/lexicon)
- How to assign permissions (roles) to staff (users) in the 360 buyers' portal
- How to exclude evaluators from various parts of a request in the 360 buyers' portal - restrict price and/or sections
- How to assign users to a request (grant or revoke access) in the 360 buyers' portal
- How to add bulk new evaluators (new users) to a request (XL 360 Licence required).
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