Contents

• Overview
• What is Award Recipient Selection?
• Step-By-Step Instructions
  • Start Final Decision
  • Select Candidates for Awards (Add Selected)
  • Review or Remove Your Selections (View Selected)
  • Cancel and Restart Selection (If needed)
  • Finish Decision

    • What Happens After You Click "Finish Decision"

• Next Steps

Overview

This step-by-step guide shows Program Owners how to select award candidates after a Review Round is complete in a deadline-based cycle.

• How to tell which cycle type you have:

  • 🗓️ Deadline-Based: You wait for an application deadline to pass, then move all applications to review at once.
     
  • 🔄 Rolling (must be enabled): You move applications to review one by one as they come in. Rolling cycles must be enabled by a program admin. If you don't see Rolling Applications enabled in Cycle Settings > Workflow > Workflow Options, then your program is deadline-based.
    • If your program uses rolling cycles, see ➡️Select Award Recipients (Rolling Cycles) instead.

What is Award Recipient Selection? 

Award recipient selection is the step where you choose which applicants will move forward to receive an award. In a deadline-based cycle, this happens once, after all reviews are finished or the review round deadline passes. Any candidate you don't select is automatically waitlisted when you finish the decision.

⚠️ IMPORTANT: Selecting award recipients doesn't notify applicants of anything. It simply updates their status internally. Applicants aren't notified until you designate award offers and notify awardees — for more information, see ➡️Designate Award Offers and Agreements.

Step-By-Step Instructions

Access the Review Round 

1.  In the program, click the cycle name to open the cycle. 
   
   
    
2. In the award cycle, click into the final review round. 
   
   📌 Note: The name of this round reflects whatever title you gave it in the Workflow Builder.
   
   
    

Start Final Decision

⚠️IMPORTANT: 

• After starting the final decision, reviewer feedback can no longer be edited. 
• Only the Program Owner can access the Start Final Decision button. 

1. Click Start Final Decision in the upper-right corner of the screen.
   
   
    
2. In the pop-up, click Start.
   
   

• A new screen will appear briefly that says "Preparing Round for Selection." When finished, the applicant list reloads along with a walkthrough tutorial. 
  
  
  
  📌 Walkthrough Tutorial: The first time you start this process, Next shows a short walkthrough tutorial. Select Skip to dismiss it, or select Next to step through it (use Back to revisit a message, and Finish to close it at the end). The tutorial does not appear again when revisiting the page.
  
  

Select Candidates for Awarding (Add Selected)

After completing or skipping the walkthrough tutorial, candidate selection for awards can begin.  

⚠️IMPORTANT: Selecting candidates for awards does not notify them. It simply updates their status internally so you can move forward with awarding later on. 

To select award recipients:

1. Click the checkbox to the left of the Applicant ID for each candidate you want to award. 
   
   
   
   💡Tip: To select every candidate at once, click the checkbox next to the Applicant ID table header instead. 

2. Click Add Selected in the upper-right corner of the screen to add the checked candidates to your list of potential award recipients. 

📌Note: After the Add Selected button is pressed, the checkboxes of the selected candidates will appear greyed out. 

Review or Remove Your Selections (View Selected)

📌Note: Viewing Selected candidates is not required before moving on to awarding; it's helpful when managing a large number of candidates.

To double-check or edit your candidate list before finishing: 

1. Click View Selected in the upper-right corner of the screen. 
   
   
    
2. Review the selected candidates in the window that opens. IF the list is long, use the scroll bar on the far-right to see everyone. 

• To remove a candidate, click the red X next to their name. They're removed immediately. 
  
  
   
• In the bottom-right corner of the pop-up, click Done to close the window, or Cancel if you don't need to remove anyone from the list. 
  
  

Cancel and Restart Selection (If needed)

If you need to start the selection process over:

1. Click Cancel Selection in the upper-right corner of the screen. 
   
   
    
2. In the confirmation popup, click Cancel Selection again to confirm.
   
   

A confirmation message appears in the bottom-left corner of the screen. To select recipients again, start over from Start Final Decision.

 

Finish Decision

1. Once all selections are complete, click Finish Decision in the upper-right corner of the screen.

2. In the confirmation pop-up, click Finish. 

What Happens After You Click "Finish Decision"

• The Review Round screen now shows a message in the upper-right corner of the screen that says Final Applications Chosen, including who made the selections and when. 
  
  
   
• A popup explains how to get to the Award Recipients page to select awards and notify recipients — click Got it to close it.
  
  
   
• Each candidate's status on the Review Round screen updates to either "Applicant Selected" or "Waitlisted." 
  
  

⚠️IMPORTANT: In the applicant portal, applicants who are waitlisted and selected will still see the status "Under Review." They won't see any status changes until award offers are designated and/or awarding is closed.  

Next Steps 

• If additional candidates need selection for an award, they must be moved from the waitlist. See➡️Move Waitlisted Applicants to Selected. 
   
• For steps on designating awards for selected candidates, see ➡️Designate Award Offers and Agreements.

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