The Evaluation Manager role oversees and manages program evaluations. There are five permission levels for Evaluation Managers - Oversee Evaluations, All Access Evaluator, Reconcile Evaluations, Program Setup, and Generate Reports. When enrolling an Evaluation Manager, the permissions they receive can be customized. Common support issues include Evaluation Managers looking in their Evaluator tab instead of Manager tab, or not having the requisite permissions even in the Manager tab.

1. Evaluation Managers
Overview
The Evaluation Manager role designates an individual who is tasked with overseeing and
managing the evaluation process for a Program, and is entrusted with a higher level of
permission than a standard Evaluator. However, unlike the Author, Reviewer, and Evaluator
roles, the Evaluation Manager role does not come with a set amount of capabilities that are
consistent across all individuals in this role. When someone is enrolled as an Evaluation
Manager in a program, they can be assigned different levels of permission in a program, so that
two different Evaluation Managers in the same program could have access to completely
different sets of functions. There are a total of five different levels of access for Evaluation
Managers, defined below:
Permissions
The following three permissions can be assigned to any Evaluation Manager.
Oversee Evaluations: This evaluation management role allows the participant to view, edit,
cancel, or release any evaluation at any time. This is a “super evaluator” role, as it provides full
access to completed evaluations.
All Access Evaluator: This evaluation management role allows the participant to override
grouping preferences and evaluate work submissions from any Author. However, these
participants cannot edit or cancel evaluations completed by others – the aforementioned
Oversee Evaluations permission is required for that level of access.
Reconcile Evaluations: This evaluation management role allows participants to reconcile,
suspend, and/or call for additional evaluations in DRF Programs where multiple evaluations of a
single requirement occur.
The next two permissions require an individual to first be a TS Coordinator at an OA. If an
individual is not a TS Coordinator but requires either of these permissions, then we will need a
Lead Contact at that OA to request that the individual be give TSC access.
Program Setup: This allows an Evaluation Manager to make edits to a Program, including
manually enrolling individuals into it
Generate Reports: This allows an Evaluation Manager to run reports on a Program
Enrollment

2. To enroll someone as an Evaluation Manager, first click on the TS Coordinator tab in your top
navigation bar, then DRF Programs, and select the Program in which you would like to give
someone this role. With the Program open, click the Enrollment tab, and then the Manager
button in the Enroll Individual Participants area. On this next page, click Assign New
Manager(s) and then click Launch Member Locator. Search for the individual(s) who you want
to enroll, and click Save & Close. The last step is to check the boxes beneath the different
permission levels outlined above to select what a given individual should have access to. If that
individual is not a TS Coordinator, you will see “NA” beneath the Program Setup and Generate
Reports permissions.
Common Support Requests
Evaluation Managers will often call saying that they are not able to perform one of the above
functions. These are usually resolved in one of two ways
1. The person is working in their Evaluator tab, and not their Evaluation Manager tab.
This usually happens when a person has the All Access Evaluator option enabled for their
Evaluation Manager role, but their role as an Evaluator is put in a Group with a select number
of Authors. When that person clicks on their Evaluator tab, they will only see work from
Authors in their Group(s), so they will have to click the Evaluation Manager tab in order to
access all Evaluations in a given program.
2. The person does not have the requisite functions, even when working in the Evaluation
Manager tab.
If the person has Program Setup access, then you can go to their TS Coordinator tab to view the
program and enable the permissions that they are looking for. If they do not have Program
Setup access, then they will have to contact either another Program Manager or one of our
Lead Contacts at the OA to have that access granted to them.