Evaluating an idea as a Lead Evaluator

How to evaluate an idea and submit an evaluation decision as a Lead Evaluator.

There are two types of evaluator: 
  • Lead Evaluator – Evaluates idea against the predefined evaluation criteria and determines the final decision on whether the Idea should progress or not progress to the next stage. 
  • Evaluator – Evaluates idea against the predefined evaluation criteria, does not make the final decision. 

Evaluating an idea as a Lead Evaluator  

  1. Navigate to the idea you want to evaluate via task notifications, daily email summary, or the Challenge page.
  2. Open idea and select the Evaluation tab.
  3. Complete the evaluation criteria and click Submit Evaluation Criteria.   
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  4. Add comments if necessary in the Private Evaluation Comments area.
This is a comment area visible only to Evaluators and Managers. Here you can see comments made by other Evaluators and add any comments you wish to make about the idea.


Submitting an evaluation decision

As a lead evaluator you make the final decision on if an idea progresses, is rejected or is put on hold.
  1. To make the final decision navigate to the evaluation tab inside the idea and select Submit Decision on the left hand side

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  2. Select the appropriate decision from the dropdown list.
  3. Add feedback about your decision in the box provided below the dropdown.
  4. Select the checkbox if you wish to publish the message on status update tab for the idea.
  5. Click Submit Decision.