Involve external evaluators and assign applications
It is now possible to delegate grant requests to individual people for processing.
From the Partner Plus plan onwards, funding organizations also have access to the Evaluator role. This role can be assigned to external evaluators. Evaluators only have access to the grant requests assigned to them and can evaluate these.
Assigning grant requests for processing
Administrators and managers can now assign grant requests in the Received status to individual staff members for processing.
Click the delegation icon (arrow), select the relevant person, optionally enter a message, and click Delegate grant request.
Here is where the delegation icon is located.
The selected person will then receive an email containing the link to the detailed view of the grant request. Grant requests can only be assigned for processing to administrators and managers.
Assigning grant requests to evaluators
To have grant requests assessed by external evaluators, we need to activate the evaluation module for you. Once activated, grant requests in the Preliminary review status can be assigned to specific people for evaluation.
Since evaluations may be carried out not only by external but, depending on the funding organization, also by internal people, you can assign grant requests in the Preliminary review status to evaluators as well as to administrators, managers, and decision makers.
Click the delegation icon (arrow) for the relevant grant request and select the relevant person(s).
If a person has not yet been added to your account, you can add them by clicking the plus symbol and entering their email address. The person will then automatically be added to your account with the Evaluator role.
Click + Invite new evaluators to add more people with the Evaluator role to your account.
If you would like to enter a personal message, you can do so in the text field.
Once you have selected all the people to whom the grant request should be assigned, click Delegate. All selected people will receive an email with the link to the assessment view of the grant request and – if applicable – your message. Clicking the link will take them directly to the detailed view of the grant request, where they can evaluate it based on the defined criteria.
If you do not want to trigger an email notification, disable the email notification toggle.
Here is the toggle to disable email notifications.
Setting individual evaluation criteria
From the Partner Plus plan onwards, funding organizations can, in addition to the standard evaluation form (positive/neutral/negative and optional comment), also create a customized scoring form according to which evaluators should assess the grant request.
Once we have activated the customized scoring feature, you can create a separate scoring form for each grant request.
Steps:
Log in to stiftungschweiz.ch and click on Grant Requests.
Open the edit mode of the grant request forms by clicking on the grant request form icon.
Select the relevant form and go to the Scoring tab.
Activate the customized scoring option and decide whether the average score or the sum should be calculated.
Enter a description of the evaluation procedure, which will be displayed to the evaluators.
Add the questions for the evaluation. As in the grant request form, you can choose between different question types, add tooltips, and define minimum and maximum character counts for text questions or minimum and maximum scores for the Number question type.
Click Save and close to save the scoring form.