Job Evaluation tab
In this tab, you can see the results of the vendor evaluation. It can be performed by either a PM in the Home Portal or another vendor in the Vendor Portal after the job is completed.
The vendor evaluation option is job-related and can be enabled in the Process Designer (for details, see the Job configuration side panel section – Allow the vendor to evaluate the previous step), or in the process template (for details, see the Process Templates (Smart) article.
There are two types of evaluation: a 5- or 10-point scale rating and a LISA evaluation.
To switch between the 5- and 10-point scale, go to the Configuration menu > Clients and Vendors > Vendor Settings > Evaluation tab.
To evaluate the vendor’s work, select the appropriate job in the left-hand side menu.
For a basic evaluation, click on the stars in the Evaluation section. You can also add comments in the Internal Feedback section.
To activate LISA evaluation, click the Add LISA Evaluation button.
Warning
After you click the Add LISA Evaluation button, you cannot change the rating in the Evaluation section. After you click the Apply LISA Evaluation button, it will be recalculated automatically according to the LISA evaluation.
You can enter the LISA evaluation manually in the Home Portal or let the following vendor evaluate the preceding job in the Vendor Portal. For details, see the Add a LISA evaluation guide.
Vendors can only evaluate other vendors' jobs if the Allow the vendor selected in this step to evaluate checkbox is selected in the Evaluation section in the Process Designer (see the Job configuration side panel section).
The results of the LISA evaluation will be displayed in the basic evaluation section.
Click the Preview LISA Evaluation link to open the evaluation as a PDF document.
Click the Apply LISA Evaluation button to update the vendor’s evaluation accordingly.