Knowledge Base

Manage Reviews / Reviewers


Frequently Asked Questions

#1 How to Assign a Reviewer?

How to Assign a Reviewer

  1. Once logged in to the Track Chair Module
  2. Select the Track to view
  3. In the left side menu, click Manage Reviewers button for an abstract
  4. Click Create Assignments
  5. Click Select Reviewers
  6. Click the check box beside a reviewer(s) name
  7. Click the check box for the submissions in the grid display to be assigned
  8. Scroll down, click Create Assignments button
    • NOTE: Assigning an individual does not automatically email the reviewer, you must perform the step of sending an email

NOTE: In step 6, if a reviewer's name does not appear, you need to add the reviewer to the system.

How to add a Reviewer

  1. In the left side menu, click Add Contact
    • Complete at minimum, First name. Last name, email and confirm email fields
    • Click Add Contact button
  2. In left side menu, click Manage Reviewers
  3. In the Find Existing Contact by Lastname search field, enter the first few letters of the lastname of the contact who was added
  4. Click on the matching individual in the pop-up window
  5. Click Quick Add to Pool button
  6. Return to Step 4 in the above 'How to Assign Reviewer' section to assign the reviewer to submissions

#2 How to Assign Reviewers to Submissions in Bulk?

  1. Once logged in to the Track Chair Module
  2. Select the Track to view, if applicable
  3. In the left menu, click Manage Reviewers
    • This will display a list of submissions in the track
  4. Click the Checkbox i nthe first column to select submissions to be reviewed
  5. Click Assign Submissions button
  6. A list of reviewers will be displayed, filter the list of reviewers by selecting a specific track for the filter then click Filter button
  7. Click in the Checkbox under the Select column for each individual to be selected as a Reviewer
  8. Click Assign Reviewers button

NOTES:

  • You may click on the row a reviewer appears on to view the Reviewer Sign-up form responses, if the completed a Reviewer Sign-up form.
  • You may also view reviewers from other tracks by filtering the Reviewer list by selecting a different track filter option.

#3 How to Unassign a Reviewer?

  1. Once logged in to the Track Chair Module
  2. Select the Track to view
  3. Locate in the submission grid display, the submission to remove the reviewer from.
  4. On the far right side next to the submission, click Manage Reviewers button
  5. Click the Trash Can icon next to the Reviewer's name to remove the assignment.
    • The reviewer will no longer be assigned to that specific submission.

#4 How to email All Reviewers from Track Chair module?

Once all of your reviewers have been assigned, you may send an invitation to review email.

  1. Once logged in to the Track Chair Module
  2. Select the Track to view
  3. In the left menu, click Download/Email
  4. Click the Email button next to 'All Reviewers - Invitation to Review'
    • NOTE: To send the Reminder email, click Email next to 'All Incomplete Reviewers'
  5. Edit the message if you wish
  6. Click Preview Email
  7. Click Send Now or Schedule the email by clicking the calendar icon, then clicking Schedule Email button.


#5 How to send an email to all Track Chairs?

  1. Click Dashboard
  2. Click Speaker module
  3. Click Reports button
  4. Click Chairs tab
  5. Click Find button for All Track Chairs
  6. Click Send Email button
  7. Compose your message
  8. Send or Schedule the email using the calendar icon

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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