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
- If account exists: make sure the Role is set to Reviewer
- System menu > User Accounts > Search for email address
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
- Assign a reviewer
- Admin Dashboard menu > Program name > Assign Reviewers & Admins > Search Reviewers assigned to All Programs
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
- Admin Dashboard menu > Manage Submissions dashboard > Under Select Task drop-down, select ‘Manage Review Groups’ option
Please contact your RQ project manager for a more complete review checklist.