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:
  1. Select
    Home
    then
    Action Items
    .
  2. Select the
    Pending Evaluations
    square.
  3. Use the
    Firm
    and
    Evaluator
    dropdowns to filter the evaluations that appear in the list.
  4. To open the evaluation survey, select the link in the
    Due date
    column. The matter evaluation page opens, and you can complete the evaluation.
  5. To send a reminder, select the checkbox next to the evaluation and select the
    Send Reminders
    button. An email will be sent to evaluators to notify them of the pending evaluation requests.
  6. On the toolbar, select
    Save & close
    .

Reassign an evaluation

  1. Select the checkbox next to the evaluation.
  2. Use the
    Evaluator
    dropdown to select the new evaluator.
  3. A prompt will appear, asking you to verify your selection. Select the
    Change evaluator(s)
    button to verify your change. The new evaluators will receive an email notification.

Send an evaluation reminder

  1. Select the checkbox next to the evaluation and select the
    Send Reminders
    button.

Delete an evaluation

  1. Select the evaluations to delete.
  2. Select the
    Delete
    button.

Related content