Overview

This article provides information and instructions on how administrators can manually add reviewers to intake submissions for assessment after a review round has started, either individually or in bulk.

Review Assignments

Review assignments to assess submitted intake forms are distributed automatically when a review round begins.  The assignments are based on configurations established by administrators in the review round within the Workflow Builder before the program cycle is published.  (Please see the article titled Assign Reviewers to the Round and other articles related to setting up a review round for more information.)

After a review round is initiated and review assignments are automatically determined, some circumstances require the manual assignment of reviewers to intake submissions; these situations can include:

1. A new reviewer is added to the review group after the assignments have been made or after the cycle is published.
2. A reviewer has indicated a conflict of interest with a submission and therefore has declined that review assignment and it needs to be reassigned.
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.)

Assign Reviewers Manually: Individually or Bulk

When the above conditions occur, or when there are other reasons for a reviewer to be assigned manually, follow these steps:

1. Log in to the program as a Program Owner or Program Manager.
2. Select the Open button to the appropriate program.

3. Select the appropriate review round link in the left panel menu.

--- REMEMBER ---

The review round link will not be available until the review round has started.

4. For Individual Assignments: On the review round data view, select the number in the Assignments column of the intake submission that needs one or more manual review assignments.

5. For bulk assignments: Select multiple submissions using the checkboxes, then use the "Actions" dropdown to assign reviewers to all selected applications at once.

   

6. The Adjust Assignments or Assign Reviewers panel will open on the right side of the screen.

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

--- REMEMBER ---

Only individuals who have been invited and accepted their invitation to the program will appear on this list.

7. After the reviewers are chosen, select the dropdown arrow to close the list.

8. Select the Save button to confirm the new assignment.

9. In the popup confirmation message, select the Confirm button.

10. A message briefly appears at the top of the screen confirming the assignments.

11. Notice that the number of assignments for the submission is updated.

--- IMPORTANT ---

At this time, administrators cannot remove a reviewer from an assignment.  For a reviewer to be removed, they must declare a conflict of interest.