> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/assessor/assessor-home.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.

The Assessor Portal is where you review the applications an organisation has asked you to assess.
It opens on your `Dashboard`. The menu on the left holds `Dashboard` and `Assessments`, and
`Shared Assessments` once an organisation has shared an assessment with you (see
[Shared assessments](shared-assessments.md)). Your name, at the foot of the menu on a computer, or at the top of the page on a phone or tablet, opens
`My profile`.

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

## Your dashboard

From top to bottom, the `Dashboard` shows:

- **A welcome.** The first time you open the portal you may see
  `Welcome to the Assessor Portal. The Applications assigned to you to assess are listed below.`
  and a `Welcome` message from the organisation. Select `Close` to dismiss it. This appears only
  when it is turned on for your organisation.
- **`Notifications`**, such as a new assignment. Select `Dismiss` to clear one.
- **`My Assessments`**, the same list as the `Assessments` page.

## My Assessments

`My Assessments` lists every assessment assigned to you in a published assessment round, with the
nearest due date first. Each row shows the `Application`, the `Applicant`, the `Assessment Round`,
the `Grant`, its `Status` and its `Due date`. `Total Score` appears only when your organisation
shows scores to assessors.

Use `Search`, `Filter` and `Sort` to narrow the list. You can filter by `Status`, by
`Assessment Round` and by `Grant`.

To find an application from any page, use the search button in the top bar, or press `/` or
`Ctrl+K` (`Cmd+K` on a Mac). It searches only the applications assigned to you, by number or
title, and before you type it lists the ones you last opened from it (`Clear recents` empties
that list). In a blind review round an application is found by its number alone, and is shown by
its number with `Anonymised for blind review`.

Select `Assess` on a row, or the application's title, to open it. Backed takes you to the step
the assessment is up to: the decision to assess, the conflict of interest declaration, the
confidentiality agreement or the assessment itself. The row's menu (`⋮`) holds
`Export Application` and `Export Assessment` when they are available.

Until an application is assigned to you, the list says
`No Applications have been assigned to you yet.`

If you sit on a review panel, `My Assessments` has a second tab, `Panel`, for the panel's
applications and your fellow members' scores. See [Review panels](review-panels.md).

## Accepting or declining an assignment

Some assessment rounds ask you to accept each assignment before you can open it. A new assignment
in one of those rounds shows the status `Awaiting acceptance`, with the date to answer by under it
(for example `Accept by 22 Oct 2026`). Its title is not a link yet, and the row offers `Accept`
and `Decline` instead of `Assess`.

- **`Accept`** opens the assessment at its first step: the decision to assess, the conflict of
  interest declaration, the confidentiality agreement or the assessment itself.
- **`Decline`** asks for a `Reason for declining`: `Unavailable`, `Outside my expertise`,
  `Conflict of interest` or `Other`. `Details` are required only when you choose `Other`. Select
  `Decline` to send it, or `Cancel` to keep the assignment. Once declined, the row leaves your
  list, and the organisation may give the application to another assessor.

Choosing `Conflict of interest` records a conflict of interest with the application, with your
`Details` as its comment. In a round that asks for conflict of interest declarations, the row stays
as `Declared Conflict` for an administrator to review.

You'll get a reminder two days before the date to answer by. If you don't answer by then, the
assignment lapses and leaves your list, and can no longer be accepted. You can't decline an
assessment once you've started it.

## Downloading a whole round

To read offline, you can download everything assigned to you in an assessment round at once.
Under `My Assessments`, `Download a whole round` lists each round that allows it, with
`Download all` beside it. A round whose organisation has turned off bulk download is not listed.

Select `Download all` and Backed prepares one ZIP file with a PDF for each application: its
answers first, then your assessment with its current scores, or empty boxes where you haven't
scored yet. While it's being prepared the button says `Preparing…`; when it's ready it becomes
`Download`, and a notification tells you it's ready. The ZIP is kept for 24 hours. Selecting
`Download all` again within that time gives you the same file.

The ZIP holds only what you can already see on screen:

- assignments you haven't accepted yet, and applications you've declared a conflict of interest
  with, are left out;
- in a blind review round, the applicant's name and any hidden answers read
  `Anonymised for blind review`, and uploaded files are named like `Attachment 1.pdf`.

If an application can't be included, the ZIP holds a `README.txt` that lists it.

## Your due dates in a calendar

To see your assessment due dates in Outlook, Google Calendar or any calendar app, open `My profile`
and, under `Calendar feed`, select `Create link`, then `Add to Outlook` or `Add to Google Calendar`.
For any other calendar app, select `Copy link` and add it there as a subscription. Each event shows
only a number, a title and a link. Keep the link private; `Reset link` gives you a new one, and
calendars subscribed to the old link stop updating.

## What each status means

| Status | Meaning |
| --- | --- |
| `Awaiting acceptance` | Accept or decline this assignment before you can open it. |
| `Pending Assessment` | Assigned to you and not started yet. |
| `Assessing` | You have started this Assessment. |
| `Assessed` | You have submitted this Assessment. |
| `Declined Assessment` | You chose not to assess this Application. |
| `Declared Conflict` | You declared a conflict of interest, and an Administrator will review it. |
| `Conflict Confirmed` | An Administrator confirmed your conflict of interest, so you will not assess this Application. |
| `Conflict Revoked` | An Administrator revoked your declared conflict, so you can assess this Application again. |

## See also

- [Deciding whether to assess](deciding-whether-to-assess.md)
- [Assessing an application](assessing-an-application.md)
- [Frequently asked questions for assessors](faq-assessors.md)