Involve external evaluators and assign applications
A new role, “Evaluator”, is now available. This role can be assigned to external evaluators. Evaluators only have access to the applications assigned to them and can evaluate these accordingly.
Additionally, starting from the “Partner Plus” plan, applications can be delegated to individual users for processing.
Assign applications to evaluators
To have applications assessed by external evaluators, the evaluation module must be activated for your account. Once enabled, you can assign applications with the status “Under Preliminary Review” to specific people for evaluation.
Since evaluations may be conducted not only by external but also internal members of your funding organization, you can assign applications in the status “Under Preliminary Review” to evaluators as well as administrators, managers, and decision-makers.
To do so, click the delegation icon (arrow) next to the relevant application and select the appropriate person(s).
If a person has not yet been added to your account, you can do so by clicking the plus symbol and entering their email address. The person will automatically be added to your account with the role of “Evaluator”.
If you wish to include a personal message, you can enter it in the text field provided.
Once you have selected all the recipients, click “Delegate Application”.
All selected individuals will receive an email with a link to the application for review – along with your message, if provided.
By clicking the link, recipients are taken directly to the application's detail view and can assess it based on the criteria you defined.
Define evaluation criteria
You can create a custom scoring form for the evaluation module, which evaluators will use to assess the application.
Once the evaluation module is activated for your account, you can set up a separate scoring form for each application form.
Here’s how:
Log in at stiftungschweiz.ch and click on “Applications”.
Open the edit mode by clicking the application form icon.
Select the appropriate form and go to the “Scoring” tab.
Enable individual scoring, choose whether to calculate an average score or a total score, and set the maximum number of points per question.
Enter instructions that evaluators will see during the review process.
Add your evaluation questions. As in the application form, you can choose from various question types, add tooltips, and define character limits for text questions.
Click “Save and close” to save the scoring form.
Assign applications for processing
You can now also assign applications to specific staff members for processing while in the “Received” status.
Click the delegation icon (arrow), select the person, optionally add a message, and click “Delegate Application”.
The selected person will receive an email with a link to the application detail view.
Applications for processing can only be assigned to administrators and managers.