Knowledge Base

Reviewer Sign-Up


Frequently Asked Questions

#1 How to set-up the Reviewer Sign-Up form?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Review button
  4. Click Reviewers in horizontal menu
  5. Select Reviewer Sign-Up
  6. If applicable, select from the dropdown, the related Disclosure form from the forms module
  7. Click Create Reviewer Sign Up Form
    • This will create a simple Reviewer Sign-Up Form in the Forms module using the field identified on the submission form as the 'Track'
    • The Reviewer Sign-Up Overview screen will appear which will allow you to manage and track Reviewer sign-up invitations.


#2 Where do I find the Reviewer Sign-Up Form?

NOTE: Do NOT edit or change the first 2 fields on the Reviewer Sign-up Form.

If you make any changes to the Reviewer Sign-Up form such as adding or changing fields, contact X-CD support to ensure the changes do not impact the development code used by the form. Some changes may impact how the form functions and may require additional development.

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Review button
  4. Click Reviewers in horizontal menu
  5. Select Reviewer Sign-Up
  6. Click on the word 'here' located in Full form management here on the screen
    • This will take you directly to the Form Submission Overview Screen in the Forms Module
    • Click Settings
    • Click Manage Form Fields
    • Click Preview Form to see the form


#3 How to import reviewers into Reviewer Sign-Up?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Review button
  4. Click Reviewers in horizontal menu
  5. Select Reviewer Sign-Up
  6. Click Import Reviewers
  7. Download the template file to your computer, populate the file and return to this screen to upload.
    • Once the list is imported, the graphic will show the total imported; however this does not automatically invite the reviewers
    • To invite the reviewers, click Compose beside All Invited to compose a message and include the hotkey for [LoginLink]


#4 How to send an invitation for Reviewer Sign-Up Form?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Review button
  4. Click Reviewers in horizontal menu
  5. Select Reviewer Sign-Up
  6. Click Compose beside All Invited
  7. Draft the email message, ensure to include the hotkey for [LoginLink] which will provide a unique login link to each person to the Reviewer Sign-Up Form.
    • If you wish to receive a preview of the message click the check box
  8. Click Send Email


#5 Where do I find the URL to the Reviewer Sign-Up form?

  1. Click Dashboard
  2. Click Forms tab
  3. Locate and click on the Reviewer Invitation form
  4. Locate the Front-End Landing Page URL
    • This is the link to the Reviewer Sign-Up form which may be distributed by emailed and/or posted to a web page.

#6 How to view the Reviewer Pool?

Click here for steps

Overview
The Reviewer sign-up form is an add-on module to your X-CD system that will make things easier from an administrative management perspective. Individuals would complete a reviewer sign-up form and indicate their area of expertise based on the defined ’track’ field that was used on the submission form. Based on the responses, the system automatically adds the individual to the reviewer pool. Then the Reviewer Pool is used by the Assignment Wizard to auto-assign the submissions to reviewers.
  
If you do not use the reviewer sign-up form, then depending on how you want to assign the reviewers, there are a few different options:
1. If you want to import reviewers and also know which abstracts are to be assigned to each reviewer, see: http://help.x-cd.com/help?smodid=52#faq246
Or
2. If you want to use the Reviewer Pool and the Assignment Wizard, then import a list of reviewers by track. See article #3 to create the import files, and article #4 to import each file: http://help.x-cd.com/help?smodid=52 
Or
3. If you want to import the list of reviewers in the system who are not currently in the system, see: http://help.x-cd.com/help?smodid=125
Note: using this method will not allocate these individuals to a specific review group. It will create a contact profile for the person in the system.

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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