--- title: "14. Rating & Scoring Solicitation Respondents" slug: "14-rating-and-scoring-solicitation-respondents" updated: 2024-01-30T20:16:48Z published: 2024-01-30T20:16:48Z canonical: "wiki.cobblestonesoftware.com/14-rating-and-scoring-solicitation-respondents" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # 14. Rating & Scoring Solicitation Respondents ### **Rating & Scoring Solicitation Respondents** **Solicitations: Rating & Scoring Respondents** Once the solicitation closes, the assigned group/employee(s) should review the respondents’ responses and assign a rating for each area of the scorecard. **Rating/Scoring a Respondent** 1. To access the **Rating & Scorecard** section of the solicitation record, click **Rate/Score** on the side menu of the **Solicitation Details** screen. Alternatively, navigate to the **Rating and Scoring** section by scrolling down the **Solicitation Details** screen. Both methods go to the same section. ![Graphic User Interface , text, Side menu Analysis & Ratings - Rate/Score](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666385626974.png) 2. Click **Add Rate/Score** to add a respondent rating to open the **Add Rating (Score this E-Sourcing)** screen on which respondent rating is entered. ![Graphic User Interface, text, Rating Scoring sub table, Add Rate/Score button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666385825211.png) 3. Enter all necessary information into the scorecard. Be sure to populate all required fields (marked by a red asterisk). ![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/14.-rating-amp-scoring-solicitation-respondents-image-uyuta4zy.png) 4. The grayed-out fields are read-only and will be automatically populated upon clicking **Save & Continue**. 5. The **Rating Type** is a user-definable field that can be edited by navigating to **Manage/Setup - Manage Fields** – **Field Manager**. Only authorized/licensed users may access to and capability to manage items within the **Field Manager**. 6. Once all necessary/required information has been entered, click **Save & Continue** to save the new rating. Click **Return to Sourcing Details** button on the side menu to cancel the new rating. Both options return the user to the **Solicitation Details** screen. 7. After adding the new rating, the **Rating and Scoring** section of the solicitation record displays the new scorecard results. As each **Rating Type** is completed and saved, the vendor’s score is averaged. 8. Filter the scoring/rating card by entering a keyword(s) and clicking the **filter icons ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/14.-rating-amp-scoring-solicitation-respondents-image-pxd2gzxq.png)** for each corresponding column. ![Graphic User Interface, text, Rating and Scoring Sub-table filter options](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666386032681.png) **Editing a Rating/Scorecard** 1. To edit the scorecard, click **Edit** for the line item for which changes are to be made. 2. The **E-Sourcing Rating Details** screen on which users edit line items, print the screen, view the history of the scorecard, delete the scorecard record, or add a new rating displays. ![Graphic User interface, text, E-Sourcing Record Pencil Icon to update/Edit Record](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666386201539.png) ![Graphic User Interface, text, Side Menu Options](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666386349867.png) 3. Click the **pencil icon** ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/14.-rating-amp-scoring-solicitation-respondents-image-6o9i6xy6.png) for the field to edit to open the **Edit Field** screen. **Note:** click the **pencil icon** for the entire field group to edit multiple fields at once, such as next to Details in the above screenshot. 4. Once the desired change has been made, click **Save Record**. ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/14.-rating-amp-scoring-solicitation-respondents-image-wpguyddw.png) 5. Cancel the change made by clicking the **X** in the upper-right corner. **Bid Rating Weight** On the Solicitations page you can add weighting to the rating and scoring in the Bid Rating Weight table. ![Graphic User Interface, text, Bid Rating Weight Sub-table Add and Add Bulk Buttons](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666386571931.png) Clicking the **Add** button will allow for the creation of a rating weight. ![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/14.-rating-amp-scoring-solicitation-respondents-image-ncc1vwff.png) Select a **Rating Type** that the weight will apply to and the **Rating Weight** is to be applied in a percentile manner to affect the score of ratings. **Export Scoring** It is of critical importance to understand where clients stand regarding one’s company. CobbleStone® offers a functionality that lets users export a ratings sub-table to an excel sheet with a new Export button. 1. Click the **e-Sourcing** dropdown. 2. Click **Find/Search Solicitations**. 3. Find the client that warrants a review. 4. On the side menu, click **Rate/Score**. ![Graphic User Interface, text, Side Menu Rate/Score](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666386397073.png) 5. Click the **Export Ratings Data** button. ![Graphic User Interface, text, Rating and Scoring sub-table, Export Ratings Data button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666386442857.png)