1. Make sure that reviewer accounts exist

    • System menu > User Accounts > Search for email address
      • If account exists: make sure the Role is set to Reviewer
        • Edit the account to preview the profile
        • Ensure that Role is set to reviewer
      • If account does not exist: create a reviewer account
        • Click on the ‘Create a New User’ button
        • Fill out form; set Role: Reviewer

  2. Assign reviewer to the program

    • Admin Dashboard menu > Program name > Assign Reviewers & Admins > Search Reviewers assigned to All Programs      
      • Assign a reviewer
        • Select reviewer from the list
        • Click on the ‘Assign Reviewer’ button     
          • Assign to Current? should indicate YES
      • Unassign a reviewer
        • Select reviewer from the list
        • Click on the ‘Unassign Reviewer’ button
          • Assign to Current? should indicate NO

  3. Create reviewer groups

    • Admin Dashboard menu > Program name > Assign Reviewers & Admins
      • All reviewer will review all submissions
        • Select all reviewers
        • Under Review Group Actions drop-down, select ‘Manually Set Review Groups’ option
        • Select the ‘All’ option from the pop-up

                                Review Group column will show All

  • Each reviewer will be reviewer a number of submissions
  • E.g.,      Sam reviews submission #1866, 1867
  • Ella reviews submission #1869,1871
  • Mike reviews submission #1866,1869,1870
  • Under Review Group Actions drop-down, select ‘Auto-Create Review Groups’ option
  • Click ‘Ok’ when prompted
  • Review Group column will show each reviewer name as the group name
  • Reviewer belongs to a specific review group
  • E.g.,      Sales_Group (Sam, Ella) reviews submission #1866,1867
  • Edu_Group (Mike, Rob) reviews submission #1869,1871 
  • Settings > Settings tab > add group in the Review Groups text field
  • E.g., Sales_Group||Edu_Group
  • Admin Dashboard menu > Program name > Assign Reviewers & Admins
  • Select the reviewers
  • Under Review Group Actions drop-down, select ‘Manually Set Review Groups’ option
  • Select the reviewer group from the pop-up
    • Review Group column will indicate the reviewer group

4. Open review timeline

  • Admin Dashboard menu > Settings > Timelines tab
  • Update the Review Open and Review Close dates

5. Select review phase

  • Admin Dashboard menu > Settings > Settings tab
  • Under Current Review Phase drop-down, select phase number (e.g., 1)

6. Assign submissions to review phase

  • Admin Dashboard menu > Manage Submissions dashboard
    • Select the final submissions from the list of submissions
    • Under Select Task drop-down, select ‘Assign to Review Phase’ option
    • Select Review Phase (e.g., Phase1)

7. Assign submissions for reviewers to review (applicable if reviewers are not reviewing All submissions)

  • Admin Dashboard menu > Manage Submissions dashboard > Under Select Task drop-down, select ‘Manage Review Groups’ option
    • Select the review group
    • On the Available box, select the submission record from the list
    • Click on the ‘Assign’ button
    • Click on the ‘Save’ button



  • Un-assign applications from reviewer groups

    • Admin Dashboard menu > Manage Submissions dashboard > Under Select Task drop-down, select ‘Manage Review Groups’ option
      • Select applications from the Selected box
      • Click the Unassign button
      • Save


Please contact your RQ project manager for a more complete review checklist.