Manage External Evaluations
We provide a dedicated page for Administrators to manage external evaluation requests and submitted documents through RPT.
Start by opening the case page of a candidate and scrolling down to the External Evaluations section.
1. Click the "Edit" button in the actions column
2. Select "Edit Settings" from the dropdown
3. Edit the Evaluation Settings to make changes to the name, section, and access levels of the request
These options appear at the top of the Manage External Evaluation page and allow the user to set the title of the evaluation as it will appear on the case page, the case section where it will appear, and who will be able to see the evaluation.
The access level options are:
- Administrators & Enire Committee
- Administrators & Committee managers
- Administrators Only
1. Click "Edit & Resend Request"
Start by opening the case page of a candidate and scrolling down to the External Evaluations section.
Note: If the request was either Accepted or Declined by the evaluator, resending the request will not change the disposition.
-Or- from the Manage External Evaluation page, scroll down to Request Details and click "Edit & Resend Request"
2. Make any changes to the request, including the evaluator's name/email address, the message, and add or remove attached files
The evaluator will receive a new email each time the request is resent.
Evaluators will lose access to any files removed from the resent request.
3. Edit Response Settings
Under Response Settings the user can choose another deadline, edit the If the option to allow the submission of additional files (if enabled), and set who can view the evaluation once it comes in.
1. Click "Cancel Request"
Cancel Request is only available for requests with a "Requested" status. Once an evaluator has chosen to accept or decline a request, it can no longer be cancelled.
Click Yes to confirm the cancellation.
Alternatively, the request can be deleted when editing the Request Details from the Manage External Evaluation screen as shown below.
Add/remove/replace/evaluation letters on behalf of the evaluator
Administrators can click Add File on the Files section of the Manage External Evaluations page to add an evaluation on behalf of an evaluator.
Admins can also remove and replace a letter on behalf of an evaluator.
To replace an evaluation, the admin would just remove the original and add a new file.
Add, remove, retitle additional files on behalf of the evaluator
Administrative users can also add additional files to an evaluation that will appear as attachments on the packet, and can also remove and edit (retitle) additional files.
If a user deletes an evaluation, the additional files are also removed. Deleting an evaluation is an action that cannot be undone and the file cannot be recovered.
