This guide walks you through the process of creating and launching an Analyst Evaluation (Opinion Report) within the platform. It outlines each step, from initiating a new request to configuring project details and adding evaluation inputs, so you can efficiently set up and begin your analysis. Follow the instructions below to ensure your Analyst Evaluation is created accurately and ready for further review and commentary.
When you are ready to start a new Opinion Report or Analyst Evaluation, follow the steps outlined below.
1. Click on New > Request and then click on Analyst Evaluation.
2. Select an Opinion / Review Template, provide the Due Date, and click Next.
3. Select the Firms, Products, or Vehicles that you would like to associate to this opinion report and then click Next.
4. Provide a Project Name and then click Start Analyst Evaluation Project.
5. Once the project is created, you will be able to import the responses to the mapped questions as well as provide additional analyst commentary. You will also be able to provide ratings for each section here.
If you have any questions or require further assistance, please feel free to reach out to our support team at ask@diligencevault.com.