This article will walk you through how to successfully setup a Simple Review Stage in your site. Simple Review Stages are meant to be easy to set up and easy to complete. If you require more detailed review you may choose to setup an Advanced Review Stage.

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How to Add a New Simple Review Stage

In order to create a new Simple Review stage:

Go to your Workflow
Click on the Plus + sign below your list of current stages
Select Simple Review
Enter a name for your stage.
NOTE: If you wish to rename your stage in the future, please refer to: How to Rename a Stage.

Simple Review Stage Settings

To access the Settings section of your stage:

Go to your Workflow
Click on the Name of the stage to access the stage configurations.
Click on Settings

The Settings section of your stage allows you to set up basic details about the stage:

Setting	Description
Title	Edit the Title of your Stage. This is an alternative to the inline process.
Include Instructions	Provide instructions for your reviewers that have assignments in this stage. Use the text editor to style the text.
Review Start Date/Time	Enter the Date/Time you wish for your reviewers to begin completing their reviews. Reviewers will not be able to access this task until after the start date.
Deadline for Review Completion	Enter the Date/Time you wish for the review period to close. Reviewers will no longer be able to access the task after the deadline. For more information, refer to How to Set a Deadline on a Stage.
Grace Period	The Grace Period is in HOURS. This setting provides reviewers with additional time to complete tasks within this stage. The grace period is not displayed to reviewers and is an internal setting to determine when to close the program.
Allow Review Editing	This setting allows reviewers to edit the task after initial completion. By default, Reviewers will not be able to edit their review after they have completed it.
Allow Reviewers to make notes on Applications	This setting allows Reviewers to add and share Notes on the application with other Reviewers and Administrators.
Make applicants anonymous to reviewers	This setting hides the Applicant's Name and Email address from the reviewer.
Application Status	Display a status to applicants when their application enters this stage.

Set up the Evaluation

To access the Evaluation section of your stage:

Go to your Workflow
Click on the Name of the stage to access the stage configurations
Click on Evaluation

Selecting your Review Type

For a Simple Review stage, you can select 3 different types of review. Each type comes with different customizations:

Settings	Symbol	Scale	Ability to Add Custom Labels
Yes/No		The score is either 0% or 100%.	✔
Rating		Choose to have your rating out of 3, 4, or 5.
Scale	None	Create a custom scale: minimum of 2, max of 10.	✔

Customize Scoring

For each of your review types, you can also select Custom scoring to be applied. For example, if you have a 5 Star Rating Scale, you may wish for the value of each star to increment by 2, as opposed to the default score of 1-5. Therefore 5 stars would equal a score of 10 points.

Score Weighting

This allows you to add weighting to your simple review scores. You can assign a weighted score to each review stage and it will be used to calculate into the applications total score.

Require Reviewers to Provide Comments

The Simple Review evaluation form contains a comment section which allows reviewers to provide reasoning for the rating. You can choose to make the comment optional or required.

Reviewer Assignments

To access the Assignments section of your stage:

Go to the Workflow
Click on the Name of the stage to access the stage configurations
Click on Assignments

For more information on assignments within a review stage you can refer to the following articles in our help centre:

Reviewer Stage Messages

Enter a message that will be displayed to reviewers in this stage once the reviewer has completed all of their assignments.

Following the submission of all reviews, the reviewer will also be presented with the option to navigate:

To the list of assignments they just completed
To their portal homepage

Stage Visibility

Within this section, you can set the visibility of:

Applicant Account Information available to the reviewers
Application Information visible to the reviewers
Application Tasks visible to the reviewers
Reviewer information and scores available to other reviewers
Reviewer information and scores available to the applicants

Applicant Account Information

Setting	Description
Personal Applicant Information	This setting will enable/disable all of the applicant information from being available to the reviewers. Includes: applicant name, email, photo, and uploaded file names
Eligibility Profile	Show/Hide the applicant's responses to the eligibility form in your site.
Applicant Custom Fields	Select which Applicant Custom Fields you wish to be visible to the reviewers assigned.

Application Information

Setting	Description
Labels	Show/ Hide Labels that have been applied to the application.
Status	Show/ Hide the Application Status to the reviewers.
Application Custom Fields	Select which Application Custom Fields you wish to be visible to the reviewers assigned.
Activity Log	Enable/Disable the ability for your reviewers to see the full activity log of the application.
Application Notes	Enable/Disable the ability for your reviewers to view notes that have been left by reviewers and administrators.
Application Dates	Enable/ Disable whether the applicant can see the date the application was submitted under the Application tab in their review panel. This does not have any effect on the Activity Log. If the activity log is enabled the reviewer will be able to view the dates.

Application Tasks

The tasks will be separated into each application stage that you have within your site. Therefore you will be able to customize the setting for each stage. For each application stage you can choose to:

Show All Application Tasks
Choose specific application tasks to be visible

Reviewer and Review Data visible to Reviewers

Setting

Description

Review Scores

Show/ Hide scores given to the application by the reviewer giving it.

Reviews from other reviewers

Configure settings for information that will be shown to reviewers based on the other reviewers assigned to the application:

Only Reviews from reviewer's team
Reviews from previous review stages
Personal reviewer information from other reviewers

Reviewer Information visible to Applicants

Setting	Description
Review Content (excluding scores)	Show/ Hide the full review form from the applicant.
Review Scores	Show/ Hide the reviewer scores given to an application.
Personal Reviewer information for reviewers	Show/ Hide the reviewers' personal information to the applicants for the application being reviewed. Includes: reviewer name, email, custom fields, photo

Stage Automation

Stage automations allow you to create an automatic action within the site. Common examples are sending emails, moving submissions to the next stage, or adding labels to the application.

When the stage is created it will be automatically populated with a few triggers to get you started:

When application enter this stage -> Set status
When application enter this stage -> Set labels
When all reviewers/teams have completed all reviews -> Move to stage
When an application has been reviewed X times -> Move to stage
On date -> Email reviewers
When a reviewer/team has completed all of their reviews -> Email reviewer

You can also Create a New Automation.

Perform Actions on the Automations

This section contains the Name of the Task, the current status (Active/Inactive), and Actions you can take on the automation.

To Edit the Automation:

Click on the Edit Icon beside the Automation you wish to Edit
Refer to How to Create a Stage Automation for more detailed instructions.

For More Actions:

Hover your cursor over the Automation you wish to edit
Click on the More Options icon beside the Automation
A dropdown will appear with a list of actions you can take

The actions you can take are:

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