We are excited to announce several key updates to Advanced Evaluations, focusing on improving transparency in the evaluation process and streamlining supplier documentation for payment processing. These updates provide procurement managers with better oversight and ensure that finance teams have the critical vendor information they need.

🛡️ Advanced Evaluations: New Evaluator Activity Tracking

To support strict probity requirements, we have introduced an Evaluator Activity Log within the Advanced Evaluations module. This feature provides procurement managers and evaluation chairs with a definitive audit trail of evaluator engagement.

Key Capabilities:

• Document Download Tracking: Automatically record when an evaluator downloads supplier documents, whether they download individual files or use the "Download All" feature.
• Full Engagement Audit: Beyond downloads, the system now logs:
  • The evaluator's first access to an evaluation.
  • Conflict of Interest (COI) decision confirmations and revocations.
  • Assessment submissions and re-openings.
• Transparency in "Acting-As" Scenarios: If an administrator performs an action on behalf of an evaluator, the log explicitly flags this, ensuring total clarity on who performed each action.
• Easy Access: Procurement managers can view this read-only activity summary directly from the Evaluators tab within an evaluation.

This update eliminates the need for manual investigations into login logs and provides immediate evidence that evaluators have reviewed necessary submissions before scoring.

📄 Streamlined Payment Certificates with Vendor Details

We’ve updated the Payment Certificate functionality to better support finance team requirements. To ensure that documentation sent for approval is complete and compliant, we have added new auto-filled fields for supplier identification.

What’s New:

• New Mail Merge Fields: You can now include Vendor Business Number and Vendor ID directly on Payment Certificates using mail merge.
• Updated Templates: The "All Mailmerge Codes" template for Payment Certificates has been updated to include these new vendor details, along with the Vendor Name.

These fields automatically pull data from the associated Vendor record, reducing manual data entry and ensuring consistency across your financial documents.