How to...

Why...

Assignments aren't appearing to the reviewer
Applications aren't being unassigned from the reviewer
Reviewers can't see the applications after completing the review

Access the Review (Assignment) Dashboard

If your program has launched:

From the site dashboard, click on the Title of the Program
Click on the Reviews tab at the top of the page

Download Completed Reviews

Go to Manage Reviews
Select the applications you wish to download the reviews for
Click Actions
Click Download Review

This will download the completed reviews for this application in a PDF format.

Export Assignments

In order to Export your assignments from the site.

Go to Manage Reviews
Select the applications you wish to Export
Click Actions
Click Export

This will export the review details for selected applications in a CSV file based on the Reviewer Columns and Team Columns available on your Review Dashboard. For exporting more detailed information refer to How to Build a Report with Reviewer Assignments and Rankings.

Hide parts of the application from the Reviewers

Within your review stage settings, you can configure which tasks in the application workflow are to be visible to your reviewers. For example, if you have a form that collects personal information about the applicant, but you wish it to be a blind review, you can choose to hide that form.

NOTE: Information can only be hidden from reviewers at the Task level, you can't hide questions within a form from reviewers.

Go to your Workflow
Access the Review Stage
Go to the Visibility tab
Click to Choose Application Task
Click Select Tasks
Select only the tasks that should be visible
Click Done
Save the stage

For more information on Stage Visibility, you can refer to Advanced Review Stage Visibility and Simple Review Stage Visibility

Share Review Scores/Comments between Reviewers

By default, a reviewer will only be able to see their own reviews and scores. However, you may wish for reviewers to see each other's reviews, for example seeing reviews from previous review stages.

Go to your Workflow
Access the Review Stage
Go to the Visibility tab
Go to the section for Reviewer and Review data visible to Reviewers
Enable Reviews from other reviewers. This will allow reviewers in the same stage to see the reviews if they are assigned to the same application
Optional: Select from the additional settings that appear to manage which reviewers can share reviews
Save the stage

Clear Reviews

There may be certain situations where reviews are completed in error due to incorrectly distributed assignments or in the case where a reviewer can no longer participate in a review process.

Why Clear a Review?
How to Clear Reviews

Why Clear a Review?

The purpose of clearing a review is to ensure all reporting data is relevant and that only applicable reviews are considered when the final decision of an application is made. Clearing a review does not remove the review assignment from a reviewer or team. Instead, this action will clear all review task progress the user or team has made for a given application. It is applied at the stage level so clearing a review of reviewers or teams in one stage will not affect other reviews completed for an application in other review stages within a program.

How to Clear Reviews

To clear the review of an individual application:

From Manage Reviews, choose the review stage where the review was completed
Select the Reviewers or Teams tab where the application is assigned
Select the More Options icon for the application
Select Clear Review

To clear the reviews of multiple applications from a single reviewer or review team:

From Manage Reviews, choose the review stage where the review was completed
Select the Reviewers or Teams tab where the application is assigned
Select the applications to clear reviews from
Select Actions
Click Clear Review

Assignments aren't appearing to the Reviewer

There are a few reasons that applications may not appear or be reviewable to reviewers in their site including:

They have filters applied
The applications aren't in the review stage
The assignments weren't completed to connect the reviewer to the application
The date is before the review start date or after the close date of the review stage.

For more information on this issue, you can refer to our article on Troubleshooting Reviewer Issues, that walks through a few common questions a reviewer may have and how to address them.

Applications aren't being unassigned from the Reviewer

If you are looking to unassign an application from a reviewer, and upon performing the unassignment, the application remains it may be because the reviewer is a member of a team that the application is assigned to.

If the application is assigned at the team level and the reviewer is a member of that team, then you won't be able to unassign the application from the one reviewer. In this case, the reviewer would need to be removed from the team.

Alternatively, depending on the reason for unassigning the application, you could also mark the application as a Conflict of Interest for the reviewer. This would remove the application from the reviewers' view, and flag it as a conflict of interest.

Reviewers can't see applications after submitting the review

If this is the case, it is likely that you have an automated process set up so that when the reviewer completes the review the application is moved onto the next stage.

Once an application is moved out of the reviewer stage it will no longer be visible to the reviewer.

If you wish to allow the reviewers to continue to see the applications in their screen after completing the review there are two options:

Deactivate the automation that moves the applications forward, and then move them manually when you are ready
Set a deferral on the automation, so that when the reviewer completes the review the application will remain in their screen for a designated amount of time before it's automatically moved forward.

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