Knowledge Base

Assign & Manage Application Reviewers within the Forms Module


Frequently Asked Questions

#1 How do I assign my Application Reviewers?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review button
  5. Click Manage Reviewers in horizontal menu
  6. Search for the name of a reviewer, then click the Row the name appears on
  7. Click Assign All button to assign all applications to the individual OR click the + symbol in the first column for each application to be assigned
    • NOTE: This will not individually manage the reviewer to submission assignments, but will give the individual access to view and review all submissions (current and any added submissions after this point in time) in the track(s) you have granted them access to. CAUTION: Typically, assigned reviewers should only complete review forms AFTER the submission site has been closed to new submissions and to edits. If you use the Assign to All and leave the site open to edits, then it is entirely possible for the reviewers to review different versions of an edited submission.
  8. Repeat steps 6 to 7 for each Application Reviewer
  9. You may click the email icon located next to the Application Reviewer name to send them the Reviewer Invitation email.

#2 How do I Add / Remove an assignment from an Application Reviewer?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review button
  5. Click Manage Reviewers in horizontal menu
  6. Search for the name of a reviewer, then click the Row the name appears on
  7. Click Full Management located on the right side of the screen under View Assignments
  8. Click the  to Remove the assignment OR Click Add Assignments on the far right of the screen then click the + symbol in the first column for each application to be assigned

#3 How do I completely remove an Application Reviewer?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review button
  5. Click Manage Reviewers in horizontal menu
  6. Search for the name of a reviewer, then click the Row the name appears on
  7. Click Full Management located on the right side of the screen under View Assignments
  8. Click Remove this Reviewer button located on the right side of the screen


#4 How do I Open / Close the Forms Application Reviewer site?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review button
  5. Click Settings in the horizontal menu
  6. Set the Award Review Site Open/Close field
    • YES = open
    • NO = closed
  7. Scroll down, click Update Settings button to save your changes.


#5 How do I edit the Invitation to Reviewer email?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review button
  5. Click Settings in the horizontal menu
  6. Scroll down and update the Award Reviewer Email field
  7. Scroll down, click Update Settings button to save your changes.

#6 How do I send an invitation to a Reviewer?

After you have assigned the reviewers to the applications, you may send your invitation to the Reviewer

Ensure you have reviewed the draft of the email message before sending the invitation, view FAQ

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review button
  5. Click Manage Reviewers in horizontal menu
  6. Click on the row containing the Reviewer Name
  7. Click the Email icon located next the Reviewer's email address
    • Note: This will send the email immediately


#7 How to email all reviewers of a form?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Download button
  5. Click Reviewers tab
  6. Click Go for All Reviewers
  7. Click Send Email
  8. Draft your email message subject and body of the message
    • If you wish to copy a previously sent message, click the 'Click here to use a message from email history'
    • Locate the email and click Re-send button, this will copy the contents into the email compose screen which you may edit
  9. Click Preview Email
    • an email message will be sent to the email address of the account you are currently logged in as
  10. Click Send Email Now button to send immediatly or click the calendar icon to set a date and time for the email to be sent, then click Schedule Email button
    • If you wish to edit the email before sending, click on the button labelled 'Click Here to Edit Email'

#8 How to View Completed Reviews?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review button
  5. In the grid, under the completed column, click the arrow icon for View Details
    • This will open a pop-up window with the review(s).

#9 How to Download Completed Reviews?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Download button
  5. Click Reviewers tab
  6. Click Go button for Find All Reviewers
  7.  Click Download Excel button
  8. Select the fields to include in the download file
  9. Click Download button
    • Note: Only reviewed applications will be included in the downloaded file
    • The file will be downloaded to your computer's default download folder.
Overview

The Application Reviewer Form is independent to the Submission Reviewer Module.

The purpose of the Forms Module Review, will allow you to build an Reviewer Grading form for a specific form that has been created within the Forms Module.

For example, if you create an Awards Submission Form in the Forms Module, you may create an Awards Submission Reviewer Form within the Forms Module where Reviewers will be able to review and grade the Awards Submissions.

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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