Procure: How to set up your evaluation criteria

1. Go to the Evaluation tab, Click on Add criterion to set up your evaluation criteria in the top right hand corner of your screen

2. Fill in your details for your Criterion

Heading	Meaning	Notes
Criterion Name	What do you want to call this Criterion
Parent Criterion	Where does the Criterion live? (ie within another criterion)	The highest level is 'Bidder Summary' You can create a criterion inside an existing criterion
Criterion Description	What do you want to inform the evaluators about this criterion
Criterion Guide	Attach a document to supplement the description
Scoring	How do you want evaluators to score this criterion	Numeric (set lowest and highest score) Pass/Fail Percentages Create custom scoring
Weight	Percentage of this criterion score
Response sections	Feedback categories for your evaluator's notes	eg. Strengths / Weaknesses. This is a free text field.
Evaluators	Evaluators provide individual reports for selected criterion
Evaluation Lead	Evaluation lead provides a summary report per criterion
Observers	Observers can view reports but can't take any action

Here is how to create your custom scoring.

Select Evaluation, Actions, Manage Custom Scoring

Select + Add Score format

Create the custom scoring format.

⚠️Good to know: Admin will have a screen where he will be able to set up and save different evaluation formats, those formats will be there for Admin to be able to reused on different evaluation criteria.

💡Tip: You can add criterion like subfolders so that you have a parent folder and different levels of criterion within that, simply click on the menu button and Add Criterion.

5. Follow this guide to add documents to evaluate