Pending evaluations
The Pending Evaluations page shows the outside counsel evaluations assigned to you. These include firm-level evaluations and individual matter evaluations.
To open your list of pending evaluations:
- SelectHomethenAction Items.
- Select thePending Evaluationssquare.noteA red dot appears beside the due date for any evaluations that are past due. You can also open your pending evaluations from the navigation menu by selectingFirmsthenPending Evaluations.
- Use theFirmandEvaluatordropdowns to filter the evaluations that appear in the list.noteWhen accessing the page from the link in the menu, company system administrators see the complete list of the pending evaluations. The list includes the firm-level evaluations that were created manually using the request firm evaluation functionality, and matter-centric evaluations that were created automatically by the system based on the Outside Counsel Evaluation Options in the matter type template.
- To open the evaluation survey, select the link in theDue datecolumn. The matter evaluation page opens, and you can complete the evaluation.noteThe lead outside counsel is the default attorney on the evaluation for leaf firms. The attorney can be changed, or removed from the evaluation.
- To send a reminder, select the checkbox next to the evaluation and select theSend Remindersbutton. An email will be sent to evaluators to notify them of the pending evaluation requests.
- On the toolbar, selectSave & close.
Reassign an evaluation
- Select the checkbox next to the evaluation.
- Use theEvaluatordropdown to select the new evaluator.
- A prompt will appear, asking you to verify your selection. Select theChange evaluator(s)button to verify your change. The new evaluators will receive an email notification.
Send an evaluation reminder
- Select the checkbox next to the evaluation and select theSend Remindersbutton.
Delete an evaluation
- Select the evaluations to delete.
- Select theDeletebutton.
Related Content
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Firm evaluation requests
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