This article will walk you through how to successfully set up an Advanced Review Stage in your site. Advanced Review Stages are useful if you wish to add more detailed questions to your reviewers about the submissions they are reviewing. If you only require a basic review you may choose to set up a Simple Review Stage.
In order to create a new Advanced Review stage:
To access the Settings section of your stage:
Within the Settings section of your stage you can set up basic details about the stage:
|Title||Edit the Title of your Stage. This is an alternative to the inline process.|
|Include Instructions for Reviewer||Provide instructions for your reviewers that have assignments in this stage. Use the text editor to style the text.|
|Review Start Date||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 view and make notes on applications||This setting allows Reviewers to add and share Notes on the application with other Reviewers and Administrators.|
|Application Status||Display a status to applicants when their application enters this stage.|
To access the Evaluation section of your stage:
When creating your Advanced Reviewer Stage you may wish to create your reviewer form using a form that has already been created. This useful for creating similar forms without having to start from the beginning each time. This feature will allow you to use an existing form from any program in your site. To create an advanced Review Form from an existing form:
To create a new form without using a preexisting one:
To access the Assignments section of your stage:
For more information on assignments within a review stage you can refer to the following articles in our help center:
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, reviewer will also be presented with the option to navigate:
Within this section, you can set the visibility of:
|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.|
|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.
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:
|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
|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 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:
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:
For More Actions:
The actions you can take are: