If the negotiations creator defined Requirements for a negotiation, you may be asked to evaluate and score the responses to this Requirement. If team scoring has been enabled for a negotiation, you must be a member of a scoring team to enter scores. If team scoring is not enabled, you must be a negotiation editor (either the negotiation creator or a Collaboration Team member with Full access) to enter scores. If the scoring method for the Requirement is None or Automatic you do not enter scores (for Automatic scoring, the system assigns a score to the response based on the acceptable values defined by the negotiation creator).
The negotiation must be closed before entering scores.
To enter scores:
From the Negotiation Home page, access the negotiation for which you wish to enter scores.
Select Enter Scores from the Actions menu.
On the Enter Scores by Response page, click the pencil icon in the Enter Scores column for the response whose Requirements you wish to score.
On the Enter Scores page, view the Requirement and its response and enter a value in the Score column. Note that you can not enter a value higher than the maximum score the negotiation creator defined for that Requirement. You may optionally enter an internal note. Note that is it mandatory to enter a value for at least one of these two fields.
Click Submit Score.
Continue scoring subsequent responses.
Locking Scores
Once all your evaluators have scored their Requirements, you may wish to lock the scores. Locking scores prevents members of the scoring team who have scoring access only from entering new score values. It also allows the system to use the score values entered manually to calculate the total score for the Requirements (until the scores are locked, a Requirement with a scoring method of Manual has a score of zero). Note that once the manual score for a Requirement is calculated, the overall score for the bid/quote is also updated. Even though scores are locked, scoring team members with full access can override the scores entered and/or unlock the scores.
To lock/unlock scores:
Access the negotiation.
From the Actions menu, select Manage Scoring Teams and click Go.
On the Manage Scoring Teams page, click Lock Scoring (if scores are unlocked). Scores can no longer be entered for Requirements. Alternatively click Unlock Scoring (if scores are locked). After scores are unlocked, all scoring team members can enter new scores.
To override score values:
Access the negotiation.
From the Actions menu, select Award by Bid/Quote and click Go.
On the Award by Bid/Quote page, click the Score value link for the bid/quote whose scores you wish to modify.
On the Scores: page, click Override Scores.
When the Scores: page refreshes, enter the new score values. The Scores: page displays the name of the last user who updated scores.
How is a response's score calculated?
There are two ways Requirement can be assigned a score.
Manually - a member (or members) of a scoring team enters a score value for all the Requirements that are included in the Requirement section the negotiation creator assign to their scoring team.
Automatically - the system assigns a score based on the acceptable values defined by the negotiation creator.
The score is divided by the value for Maximum Score and the result multiplied by the weight of the Requirement. When members of a scoring team score a response (that is, there are multiple scores for the same Requirement), the system uses the individual team members' values to calculate the average score for that Requirement. This value is then used in the calculation just described.
Participants can respond to Requirements defined with a scoring method of None. But evaluators are not able to enter scores for those responses.