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Checklist - Assessments

What to check before an assessment round is published to assessors.

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Ready for your Assessment Round to go live?

Ensure you've double checked the following:

  1. Build the assessment form under Plan > Form templates > Assessments, and select Preview in the Form Builder to check it.
  2. Turn on Score this field for each question that is scored, give every option a score, and check the form's total.
  3. Check the Conflict of interest help text under Settings > Profile and terms. New assessment rounds start from it.
  4. Decide on the Workflow step whether Assessors declare any Conflict of Interest before assessing, and whether the round uses the Decision to Assess workflow. Neither can change once the round is published.
  5. Confirm every application is assigned: on the Assessors step, select Assign beside each person.
  6. Review the emails assessors receive under Communicate > Email templates, in Assessor emails.
  7. Check the Summary, then select Publish Assessment Round. Each assessor is told once it is published.

Labels that name Assessment Round, Assessment, Assessor and Application use your organisation's own term if you've renamed it.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.