How to exclude evaluators from various parts of a request in the 360 internal portal - restrict price and/or sections
It is a good idea to restrict evaluators' access to some or all of the submitted responses if:
- Prices tendered might influence an evaluator's assessment
- Subject matter experts can only assess some questions
- An individual has a potential conflict of interest with one or more providers (see notes below)
- The assessment task is being distributed across the evaluation team (see notes below)
Step-by-step guide
To begin the process:
- Sign-in to https://360users.apetsoftware.com.au/ as the Request Manager
- From the main menu, click Requests
- If using the new look:
- Either click:
- Drafts - If the request is not released
- Open / Pending / In Late Submission Period - If the request is released but not closed
- Closed / Awaiting Finalisation - If the request is released and closed
- If in Drafts requests list:
- Click Configure against the desired request
- If in Open or Closed requests list:
- Click Manage against the desired request
- Click Request Dashboard (New Look)
- Click Restrictions
- Either click:
- If using the old look:
- Select the request from the list
- Click on the icon
- To restrict access to the prices tendered:
Select the Price against the evaluators who will not be able to see any prices (including the responses to the Price/Discount List questions throughout in the questionnaire) - To restrict access to the all question responses:
Select All Sections against the evaluators who will not be able to see any section's questions - To restrict access to the some question responses:
Select the desired sections against the evaluators who will not be able to see each section's questions - Click Save
- Enter an Audit Reason if requested
- Click Save
Notes
- It is safe to select and deselect restrictions after the evaluations have started. Restricted evaluators' scores will be ignored - not deleted.
- If a conflict of interest exists; it is the request manager's responsibility to manage the conflict. Options include:
- Excluding the conflicted individual from the evaluation team
- Restricting the conflicted individual from commercial-in-confidence information
- Making the conflicted individual a non-scoring evaluator
- 360 does not support dividing the evaluation to-do list horizontally (groups of respondents) because some evaluators score more harshly than others, which can skew the rankings.
If you have a vast number of responses such that it is impractical for an evaluator to score every response, please:- Allocate evaluators to a sub-set of the responses (e.g. Mary & Hamid, you score A to L, Sam & I will score M to Z)
- Use the Consensus Evaluator feature review and standardise the assessments
Related articles
- What are the key terms in 360? (definitions/lexicon)
- How to assign users to a request (grant or revoke access) in the 360 internal portal
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