Admins: Working with reviewers

Review Teams – can be assigned to review a single proposal or used for the final review team for final review of all proposals for a project type

Create your review teams

1. Go to: “Grants Home”
2. Select “Review teams”
3. Click “Add Review Team” button
4. Select the project type for this teams
5. Click “Add Reviewer” button
6. Enter the reviewer’s name, email or portion thereof and click the “Search” button
7. Select the reviewer
   • If the reviewer does not have an account, click the “Create New User” link and then return to this page and enter their name/email and search again
8. Use “Add Reviewer” for as many people who will be on the team
9. When finished, click “Save” button

Update settings for proposal form

1. Go to: “Grants Home”
2. Select “Grant forms”
3. Select “Edit Form Details” to indicate
   • Review Max Score: the scale to be used for the weighted scores
   • Final review team(s): select team(s) to have permission to add a final recommendations scores
   • General instructions for reviewers: instructions presented to reviewers when they review a proposal

Assign reviewers to a proposal

1. Go to: “Grants Home”
2. Select “Proposal summaries”
3. Select the proposal form
4. For each proposal, expand (+) the Reviewers section
5. Click the “Edit Reviewers” button
6. Click the “Add a review team” button to add a team from the list of teams created above
7. Select the team to review this proposal
8. Repeat if you have multiple teams to review this proposal
   AND/OR
9. Click the “Add a reviewer” button to add as many individuals as you like
10. Enter the name, email or portion thereof and click “Search”
11. Select the reviewer
    • If the reviewer does not have an account, click the “Create New User” link (under the “Addition Reviewers” heading) and create a new user
12. Add the reviewer type (optional)
13. Select the primary and secondary reviewerws (optional)
14. Click the “Save proposal reviewers” button

Create a custom report

1. Go to: “Grants Home”
2. Select “Proposal summaries”
3. Select the proposal form
4. Click on the “Create a report” link
5. Select the status of the proposals you want reported (submitted, not submitted or all)
6. Select the fields you want in the report
7. Click the “Create Report” button
   • the fields for each proposal are reported
   • the title is a clickable link to the report that is accessible to the public (someone not logged in to this grants system)
8. Click the “Export to Excel” button to get the data in a spreadsheet format
   • Each proposal is on a row of the spreadsheet
   • Not all fields can be exported to a spreadsheet
     • budget just shows the total of all the budget items
     • repeater fields (e.g. milestones) with several subfields cannot be displayed in one cell
9. To export to PDF, see the Saving a page to PDF help page

Send an email to applicants or reviewers

1. Go to: “Grants Home”
2. Select Proposal summaries
3. Select the proposal form
4. Click on the “Send Email” link
5. Select the recipients
   • All applicants: all applicants who have created a proposal for this grant application form, regardless of proposal status
   • All applicants (Submitted): all applicants for this form who have a proposal that is currently in a Submitted state
   • All applicants (Unsubmitted): all applicants for this form who have a proposal that is currently in an Unsubmitted state
   • All reviewers: all reviewers who are assigned a proposal for this grant application form
   • Unfinished reviewers: all reviewers who have an unstarted or incomplete review for this grant application form
   • Finished reviewers: all reviewers who have completed all of their assigned reviews for this grant application form
6. Click the “Send Email” link
   • a compose message window/tab (using your default email client) with the selected recipients added as Bcc will open