| PFM | BFM | BCM | DAM* | RDM |
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*As applicable to their Delivery Area
| Assign Round Managers |
| Remove Round Managers |
| Appoint Assessors in Bulk |
| Remove Assessors in Bulk |
| Appoint Project Managers in Bulk |
| Remove Project Managers in Bulk |
1. Open the relevant round
2. Select the Team/Contacts tab.
3. To assign Round Managers, select either the Add button at the top or the Menu arrow next to the Round Manager icon. If you select the Menu arrow, select Add from the menu.
4. Select the checkboxes next to the relevant users.
5. Use the Select button to confirm your choices.
The Round Manager role will now be assigned to the relevant people.
1. Open the relevant round and select the Team/Contacts tab.
2. Select the down arrow next the Round Manager's name and then select Remove from the menu.
4. Select Yes when prompted.
The Round Manager will now be removed.
Assessors are internal or affiliate staff who have been given view-only access to applications under a round. For example, you may wish to add:
To add you assessors:
1. Open the relevant round.
2. Select the Team/Contacts tab.
3. Select the Menu arrow next to Assessors (Bulk) and select Add from the menu.
4. Select the checkboxes next to the relevant users.
5. Use the Select button to confirm your choices.
6. Select the applications you wish to assign your assessors.
7. Select Ok to confirm your choices.
The users will now be assigned as Assessors to the selected applications.
You may also turn on the Auto Assign To New Applications option so assessors will be assigned to new applications under a round. In this example, the assessors Jane and Jimmy will be default assessors on new applications entered under the round.
1. Open the relevant round, and select the Team/Contacts tab.
2. Select the down arrow next to the relevant Assessor, and then select Remove from the menu.
3. Select the checkboxes next to the relevant applications, and then select Ok.
The assessor has now been removed from the Assessor role on the round and the previously selected applications.
Project Managers can be assigned to a selection of projects under a round. For example, you may wish to add:
1. Open the relevant Round and select the Team/Contacts tab.
2. Select the down arrow next to Project Manager (Bulk) and then select Add from the menu.
3. Select the checkboxes next to the relevant users, and then select the Select button to continue.
4. Select the projects you wish to assign to the previously selected users, and then select Ok.
5. The users will now be assigned as Project Managers for the selected projects.
You may also turn on the Auto Assign To New Applications option so Project Managers will be assigned to new applications under a round. In this example, the Managers Brad and Jimmy will be default assessors on new applications entered under the round.
Project Managers can be removed from a selection of projects under a round. A project manager can only be removed from multiple projects once. For example, Person A is the Project Manager of 20 projects and is removed from 10 projects. Person A must be manually removed from the remaining 10 projects if they are no longer Project Manager of these projects.
1. Open the relevant round and select the Team tab.
2. Select the down arrow next to the relevant Project Manager and select Remove from the menu.
3. Select the checkboxes next to the relevant projects and then select Ok.
The user has now been removed from the Project Manager role on the selected projects.
