Evaluate

Review and act on the list of sites you or other members of your team have nominated.

In the Evaluate bucket state, you are working with your site feasibility team to further refine the site list. You can choose one or more sites and add them to the short list, place them on hold, add them to the list of sites considered for nomination, or add them to a list of sites that should not be invited.

Use the site grid menu options to download a filtered list of sites, assign workflows, assign Oracle Site Select users, etc. You can also search for specific sites in the grid, if necessary. Use the Actions menu (or right click any row) to see actions and navigation options for that site (for example, navigate to the Site profile, or view a site's details drawer).

When you have Site nomination permission and you're viewing sites in any of the Evaluate bucket states site grid, you can now right-click on a site’s row to see a menu option to “Move site back to Nominate – Review.” When you click this option, the site grid refreshes and the site moves back to the Review bucket state in Nominate. You will not be required to save a reason for this change.

When you have the Revert site finalization permission, you can right-click on any site in one of the finalization bucket states to choose a revert option:

• Final acceptance: Revert - move site to Select - Selected
• Final decline: Revert - move site to Select - Declined

If you revert a site from Final acceptance, you must confirm this action and input a reason. The reason you enter will be saved as a site note. By design, it isn't possible to revert a site that's been migrated to Oracle Site Activate, so for the Final acceptance bucket, attempting to revert a migrated site will result in an error. This is expected behavior.

When you successfully revert a finalized site, Oracle Site Select automatically adds a site note (even if no final determination email was sent).

• The note is created under your name as the user who performed the reversion.
• The note’s context reflects the bucket state where the reversion occurred.
• It includes details like your name, the previous bucket state, the date, and any note content you entered.
• If a final determination email was sent, the note also includes: “A final determination email was sent by <final_email_sent_by> on <final_email_sent_at>.”

• Evaluate sites
  Advance sites through the Evaluate bucket states (Nominated, Short list, On hold, and Do not invite) as appropriate. You can also optionally enter a Site note to explain your actions.