Contents

• Overview
• What is Manual Review Assignment?
• Step-By-Step Instructions
• Open the Review Round
• Assign Reviewers Individually or in Bulk
• What Happens After Manually Assigning a Reviewer?
• Related Articles

Overview

This step-by-step guide shows Program Admins how to manually assign reviewers to applications in a Review Round in Next.

What is Manual Review Assignment? 

Next automatically assigns reviewers when a review round begins. These assignments are based on the settings you chose in the Workflow Builder when setting up the review round. (See ➡️Assign Reviewers to the Round for more information about this). 

You might need to manually assign a reviewer if:

1. A new reviewer is added to the review group after the cycle is published.
2. A reviewer has indicated a conflict of interest with a submission and therefore has declined that review assignment. You'll need to assign someone else.
3. An administrator needs to assign all reviewers manually.  (Currently, there is no way to manually assign reviewers to submissions immediately following an intake round; the system needs to first auto-assign reviewers to submissions, and then manual assignments can be made.)

• Who can manually assign reviewers? 
  • Organization Owners 
  • Client Admins (in partner-managed accounts) 
  • Program Owners 
  • Program Managers

Step-By-Step Instructions 

Open the Review Round

1. In the program, click the cycle name to open the cycle. 
   
   
    
2. In the award cycle, select the appropriate review round from the left-hand menu. 

The review round link will not be available until the review round has started.  If you still need to start the review round, open the article that matches your cycle type (deadline or rolling): ➡️ Start First Review Round: Deadline-Based Cycles | Moving Submissions from the Intake Round to the Review Round (Rolling Cycles)

Assign Reviewers Individually or in Bulk

1. For Individual Assignments: On the review round data view, click the number in the Assignments column for the submission you want to assign.
   
   
   
    

2. For Multiple Assignments: 

   a. Select the checkboxes next to the submissions you want to assign (or select the checkbox next to the Applicant ID column header to select all applications). 

   b. Click Actions > Assign Reviewers.

3. In the Assign Reviewers panel that opens, click the dropdown arrow. then select one or more reviewers from it. 


 

4. From the dropdown list, select one or more new reviewers to assign to the submission(s).

 
5. Click Save in the bottom-right corner of the panel. 

6. In the popup, click Confirm.

What Happens After Manually Assigning a Reviewer?

• A confirmation message appears in the bottom-left corner of the screen. 

• The submission's assignment count updates to show the change.
  
  

   

• The reviewer receives an email informing them of the new review assignment(s). 
  
  
   

This email is set up by default, under the trigger Review Round Started in the Review stage. To remove this email or edit the template, see ➡️ How to Manage Your Email Communications Setup + How to Manage Your Email Communications Template Library.

Need to remove a reviewer from an application? See ➡️ Unassign (Remove) a Reviewer from an Application.

Related Articles

➡️ Manage Applications During Review (Admin Controls)
➡️ Unassign (Remove) a Reviewer from an Application
➡️ Reassign Declined Review Assignments

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