View status, evaluate, and select or reject sites

  1. Click select in the top navigation bar.
  2. Click the Site progress tab at the upper right to view a site's progress through assigned workflow tasks.
  3. Click the Survey analysis tab at the upper right, to evaluate category scoring.
    Category scores display as color valued cells, with higher scores represented as a darker green value. Questions whose responses triggered a critical response are indicated with a red mark in the cell.
    Hover over an individual cell to display the category point score or click the cell to access question, answer, and point value details.
  4. Click the Site details tab at the upper right to view the site score, profile link, notes, and other details.
  5. Adjust the "Add to..." action button to the preferred action (e.g., Add to back up, Add to selected, etc. (available actions automatically adjust to the current tab view)
  6. For sites moved to the Selected list:
    Accept to confirm the site for acceptance.
    Click Finalize, to move the site to the Finalize step.