> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/assessor/assessing-an-application.md. Every page is listed at https://admin.backed.giving/help/llms.txt. > 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. Once every earlier step is done, `Assess` opens the assessment itself: the application on one side and the Assessment Form on the other. Labels that name `Application` and `Assessment` use your organisation's own term if you've renamed it. ## The confidentiality agreement Some organisations ask you to agree to a confidentiality agreement before you see an application. When one is owed, it opens over the page before anything of the application is shown. 1. Read the terms. 2. Tick `I agree to these terms`. `Proceed` stays unavailable until you do. 3. Select `Proceed`. If the organisation changes the terms while you are reading them, you see `The terms changed while you were reading them. Read the terms below and tick the box again.` Closing the agreement takes you back to your `Dashboard` with nothing recorded. ## The assessment page The page shows the `Applicant`, the `Assessment Round` and the `Due Date`. On a wide screen the `Application Form` sits on the left and the `Assessment Form` on the right. On a smaller screen they stack, with `Jump to` links to move between them. - `View Application Form` shows or hides the application. - `Open the Application page` opens the application on a page of its own, with the `Applicant information` and any `Video submission`. When the round's eligibility screener is shown to assessors, an `Eligibility` tab shows the screener answers and the staff verdict. Select `Back to the Assessment` to return. - `Declare a conflict` appears while the assessment is `Assessing` on a round that asks for a conflict of interest declaration. Use it if you find a conflict part-way through. See [Conflict of interest](conflict-of-interest.md#declare-a-conflict-while-assessing). If the organisation shows duplicate flags to assessors, an application that may duplicate another in the round shows `Possible duplicate` beside its status. Backed tells you nothing about the other application; ask the organisation if you need to know more. ## Answer the Assessment Form Your answers save automatically as you type. The `Total Score` panel updates with each answer; `Scores by field` shows each scored field's `Score`, `Weight` and `Weighted score`. A form with no scored fields says `This Assessment Form has no scored fields.` Where your organisation has described what each answer means, a scored field in `Scores by field` also lists its `Scale`: each option with its score and a short description of the level, lowest first. Any `Guidance` for the question is shown there too. Use them to choose the option that fits the application best. ## AI aids When the organisation turns them on for a round, an `AI aids` panel appears under `Total Score`. The aids read only what you can see of the application, and they help you read it: they never fill in, suggest or change a score or a comment. Check what they tell you against the application. - `AI summary` gives you a short summary of the application, labelled `AI-generated — check it against the Application`. - `Find evidence` lists up to three quotes for a scored field, each taken word for word from an answer, with a link to that answer. Use it beside the field in `Scores by field`, or in the panel to cover every scored field. If no quote can be matched exactly, you see `No quotes matched the answers exactly`. - `Check consistency` is available once you have saved your assessment. It flags where your comment and your mark may not agree, or where a mark is well away from your usual mark. It's marked `Advisory – changes nothing`, and the flags aren't kept. - `Check eligibility and budget` compares the answers with the round's published criteria and budget rules, and checks that the figures add up. - `Possible duplicates` lists other applications assigned to you in the round that read closely alike, each linked so you can open it. No AI model makes this list. Each result offers `Save` and `Discard`, which record what you did with it. The text itself isn't stored, so even a saved result goes when you leave the page. `Discard` removes it straight away. If an aid doesn't finish, select `Try again`; your assessment hasn't changed. There's a daily limit, and past it you see `You have reached today’s limit for AI aids. Try again tomorrow.` `Possible duplicates` doesn't count towards it. ## Private notes `Private Notes` is a space for your own notes on the application. Only you can see them, and they save as you type. This appears only when it is turned on for your organisation. ## Blind review In a round that uses blind review, Backed withholds what would identify the applicant. Depending on how the organisation set up the round: - the applicant's name and details show as `Anonymised for blind review`; - each answer the organisation marked as identifying is empty, with `Anonymised for blind review` beside its label; - when the application's title comes from one of those answers, the application is named by its reference number instead: in the page heading, in `My Assessments` and in the browser tab; - uploaded files are renamed, for example `Attachment 1.pdf`, and download under that name, or are left out; - a file shows only its current version, as `Version 1 of 1`, with no `History` and no name of who uploaded it. On the `Conflict of Interest` page you declare against the application's reference number. In an assessment PDF you export, the applicant's name prints as `Anonymised for blind review`. This appears only when the round uses it. ## Reading uploaded files Under each uploaded file, `View` opens it full screen without downloading it: a PDF or an image shows in the viewer, and other files say `Preview not available` with `Download`. When a file has been replaced, `Version n of m` and `History` show its earlier versions, who uploaded each and when. ## References If the grant shares references with assessors, the application page shows a `References` section under the application: each completed reference, who gave it, when, and their answers. Under blind review the answers stay and the referee shows as `Anonymised for blind review`. References are never in your exports unless the grant shares them. ## Exports `Export Application` downloads the application as a PDF, or as a PDF with its uploaded files. `Export Assessment` downloads a PDF of your assessment: your answers and its current `Total Score`. Select `Export Assessment as PDF` in its dialog. ## If the assessment is taken away If an Administrator removes the assessment, or a conflict of interest is recorded while you have it open, you are taken back to your `Dashboard` with `That Assessment is no longer available to you, so your last change was not saved.` ## See also - [Completing an assessment](completing-an-assessment.md) - [Frequently asked questions for assessors](faq-assessors.md)