Getting Started as an Assessor
E-PAS-002
Note that the PDF file is not fully accessible. However, it contains visual aids that may be helpful when navigating the updated portal.
1. Introduction
1.1 Objectives
This guide is designed to provide detailed instructions to help you start your role as an assessor if you’ve been chosen for an assessment group, following the submission of your Assessor Self-Nomination (refer to guide E-PAS-001 for comprehensive instructions on the Assessor Self-Nomination).
Upon completion, you will be able to:
- accept or decline your invitation to join an assessment committee
- review your account information and fill out the Assessor Agreement
- put in a request relating to participation and support needs (if applicable)
1.2 Key terms and concepts
| Key term | Definition |
|---|---|
| Assessment group | Groups of applications assessed within a competition |
| Assessor assignment | A page on the portal where assessors will find all essential information about their assessment group, including links to assess applications |
| Application assessment | A page on the portal where assessors can view and score applications |
| Context brief | An article intended to equip assessment committees with essential knowledge relevant to the applications in the assessment group |
| Assessor agreement | A form specifying the roles and requirements of assessor participation, including confidentiality and conflicts of interest |
| Participation and Support Needs | An assessor can complete this form to specify their participation and access requirements |
2. Assessment Group Invitation
2.1 Access Assessor Assignment page
If you have been selected to become an assessor, you will receive an email inviting you to participate to an assessment committee.
- Follow the instructions in the email to navigate to your Assessor Assignment page on the portal.
- The system displays your Assessor Assignment page.
2.2 Assessor Assignment page layout
The Assessor Assignment screen includes the following information:
a) Header:
- Assessor assignment ID
- Funding opportunity (EN)
- Funding opportunity (FR)
- Score submission due date
- Assessment group status
b) Assessment committee specifics:
- Committee meetings timeline
- Context briefs
c) Application assessments: List of applications to review once your assessment group status is ready for assessment
d) Checklist: Forms required for you to complete prior to beginning assessment (e.g., Assessor Update Account, Assessor Agreement)
e) Side panel:
- Need help? section, with a link to the help screen
- Add a Participation/Support Needs button to add the form to your checklist (if applicable)
2.3 Accept or decline an invitation
- Click the Complete Form button to open the Assessor Agreement. You will be asked to accept or decline the invitation to join the assessment group:
- If you Accept, continue completing the Assessor Agreement It includes the Confidentiality Agreement.
- If you Decline, there are no further steps.
3. Assessor Information and Participation/Support Needs
3.1 Verify and update your account information
To ensure that we have your most recent account details, please complete the Assessor Update Account form. It includes a step to enter your bank details for assessor payments. Review the information we currently have on file and make changes if necessary.
3.2 Make a request relating to participation and support needs
Assessors may identify specific participation requirements. If applicable, click the Add Participation/Support Needs button on the side panel to complete the form.