Evaluate sites

  1. Click evaluate in the top navigation bar.
  2. To view the site’s score card, click the icon in the Site profile column.
  3. To leave a note or reason that explains your actions regarding a site, click the notes icon, and:
    Enter a note on the Notes tab.
    Click the Reasons tab and select one or more reasons.
    Click Done.
  4. Adjust the "Add to..." action button to "Add to short list," "Add to on hold," or "Add to do not invite".
  5. Check the box next to one or more sites and click the Step 4 action button.