What is the Judging tool for?

    • The Judging tool type provides the Pipeline Managers with the ability to assign Judges and help find the best submissions using the lightweight, user-friendly judging tool template in real-time as the submissions are being presented.
      • The Judging tool has fully customizable templates that allow the Managers to find the exact information they need for the Judges to review about each assigned submission.
        • Configurable Template / questionnaire
        • Track scoring progress using the Manage Judging step view
      • The Judging tool type action items are also iPad friendly and fully responsive for Judges to be able to complete them on their mobile iPad devices!
    • When the Judging action items are triggered, the assigned Judges can quickly fill out the questionnaire for each submission:


    • They can also review the complete submission by selecting the idea code in the title of the action item:


Configure the Judging Tool:

    • To get started with Scorecards, navigate to Step Ellipsis Menu --> Configure Judging:


    • In the Judging configuration section, the Manager will need to set the following parameters:
      • Judges: Select the Judges who will be assigned the submissions.
      • Scorecard Template: Select the template which will be used and assigned for each submission to the Judges.
        • Select Template Setup to create a new template or modify an existing one.
        • Learn more about Scorecard templates here!


      • Due Date: The manager can set the due date dynamically from date assigned or manually select a date if needed.
      • Idea Editing: Judges are not allowed to edit any of the submission attributes.
      • Action Items: Cancel open action items when submission moves out of Step.
      • Email Alerts: Select whether or not to send email alerts to Judges notifying them of assigned submissions.
        • Note: email alerts for 'Judging Tool' can only be sent immediately and not daily.


      • Email Subject and Body:  The assigner has the option to enter in any desired email subject and body text - which will be sent to the selected evaluators.
        • Dynamic Fields:  Allows the assigner to include dynamic fields in an Email


      • Recurring Reminders: Send email reminders to assignees after X days of inactivity.
      • Action Item Escalation: Notify certain recipients when an action item hasn’t been completed in X days.
    • Select Update to complete the configuration. 

Judge's Experience:

    • After the action item is triggered, the assignee will receive an email (if emails are enabled) / notification notifying them of their new/open Judging action item to complete.
      • Once assigned, the evaluators can complete their Judging action items by filling out the questionnaire and selecting 'Complete'

    • Assigned Judges can quickly see the list of assigned submissions on the left side of the questionnaire form:

      • Judges can only quickly access the team members on each submission by selecting the "Team" tab on top of the questionnaire form:


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    Kalvin Myint

    Can we rearrange the order of ideas in the Judging column?