Evaluator and Manager Configuration

You configure the details for the evaluator and manager experience using the Evaluation and Manager Setup screen. The Evaluation and Manager Setup screen contains information specific to the evaluator and manager links, such as sign in configurations, evaluator and manager topics, evaluation details, etc. To learn about configuring the submitter's online experiences, see the Submission Forms article.

Based on the Session Proposal Defaults you have set, some information may default into various fields. This information can be overridden if needed.

1. Click the Events button from the Global Navigation Bar. The Events page opens.
2. Right-click on the event which needs the evaluator and manager configurations.
3. Select Tools -> Session Proposal Management -> Evaluation and Manager Setup. The Evaluation Setup window opens.
4. Enter the name of the Evaluator and Manager configuration into the Description field.
5. Select the Evaluator Setup tab. The Evaluator Setup tab configures the basic evaluator options. 
6. Configure the necessary information:
   • Evaluator Sign In - Public Sign In Configuration for the evaluator. When using a sign in configuration for only the evaluator, the sign in configuration should allow for sign in only; sign up should not be an option.
   • How Should Submitter/Contributors be Identified - Information the evaluators and managers see about a submitter and/or contributor. 
     • Hide identities from Evaluators/Managers - Information identifying the submitter and/or contributor does not show in the public-facing application for evaluators and managers.
     • Show the following information to Evaluators/Manager - Evaluators and managers can see the Submitter/Contributor information selected below.
   • Evaluate Own Submissions - If checked, evaluators can evaluate proposals they submitted. Only applicable to evaluators.
   • Allow Skipping Evaluations - If checked, an evaluator can move onto the next proposal with completing an evaluation on the previous proposal. In a future software version, evaluators will be able to evaluate skipped proposals.
   • Show Assigned Session Proposal Count - If checked, a total number of proposals assigned to an evaluator displays.
   • Show Status - If checked, the evaluator can see the proposal status. 
   • Show Author Information - If checked, the evaluator and manager can view the author information. The available information is determined by the fields in the contributor Account Management Configuration.
   • Show Contributor Information - If checked, the evaluator and manager can view the contributor information. The available information is determined by the fields in the contributor Account Management Configuration.
   • Hide Evaluator Information - If checked, the manager cannot see the evaluators' information.
   • Suppress Evaluator Address - If checked, the manager cannot see the evaluators' addresses. 
7. Select the Event Evaluators tab to add the evaluators for the event.
8. Click the Add Evaluators button. The Add Evaluators window opens.
9. Select the evaluator from the Selected Evaluators drop-down. The drop-down displays all active contacts.
10. Click OK.
11. Repeat steps 8-10 to add additional evaluators.
12. Select the Evaluator Topics tab to assign specific topics to the evaluators. Evaluators can only see proposals with topics they are assigned to. If there are no topics assigned to an evaluator, the evaluator can see all proposals.
13. Click the Assign Topics To Evaluator button. The Assign Topics To Evaluator window opens.
14. Select the topic(s) from the Topics drop-down.
15. Select the evaluator to assign to the selected topic(s) from the Evaluator drop-down. The drop-down only displays the evaluators from the Event Evaluators tab. 
16. Click OK.
17. If needed, repeat steps 13 - 16 to assign topics for each evaluator.
18. Select the Manager Setup tab. The Manager Setup tab configures the basic event manager options. 
19. Configure the necessary information:
    • Manager Sign In - Public Sign In Configuration for the manager. When using a sign in configuration for only the manager, the sign in configuration should allow for sign in only; sign up should not be an option.
    • Allow Managers to Delete Submissions - If checked, managers can delete proposal submissions.
    • Hide Evaluator Identities from Manager - If checked, the evaluators' names are replaced with a placeholder.
20. Select the Manager Presentation Types tab to assign specific presentation types to managers. Managers can only see proposals with presentation types they are assigned to. If there are no topics assigned to a manager, then the manager can see all proposals.
21. Click the Assign Presentation Types To Manager button. The Assign Presentation Types To Manager window opens.
22. Select the manager to assign to the selected presentation type(s) from the Manager drop-down. The Manager drop-down only displays managers for the event. 
23. Select the presentation type(s) from the Presentation Types drop-down.
24. Click OK.
25. If needed, repeat steps 21 - 24 to assign presentation types for each manager.
26. Select the Manager Topics tab to assign specific topics to the managers. Managers can only see proposals with topics they are assigned to. If there are no topics assigned to a manager, then the manager can see all proposals.
27. Click the Assign Topics To Manager button. The Assign Topics To Manager window opens.
28. Select the manager to assign to the selected topic(s) from the Manager drop-down. The Manager drop-down only displays managers for the event.
29. Select the topic(s) from the Topics drop-down.
30. Click OK.
31. If needed, repeat steps 26 - 30 to assign topics for each event manager.
32. Select the Session Proposal Event Rounds tab. If you need to extend the evaluation period for your event, you can edit the default round to extend the cutoff date. 
33. Click OK.