Contents

• Overview
• Before You Begin: Which Feedback Panel Will You See?
  • Feedback Panel Options
• Step-By-Step Instructions
  • If You See the "Feedback Type" Panel
  • Choose a Feedback Method
    • Scoring
    • Voting
    • Custom Feedback Form
  • Related Articles

Overview

This step-by-step guide shows Program Admins how to set up feedback types for a Review Round in Next. 

Before You Begin: Which Feedback Panel Will You See? 

1. The feedback panel you see depends on what you selected for "Choose how you want to make reviewer assignments in this round:"

Feedback Panel Options

One of two panels will appear:

• Feedback Type: Appears if you selected Divide Applications into Groups, and then chose Use a Field in the Application or Customized Groups to create those groups. This panel shows your groups first — you'll choose which group to set up before you reach the feedback methods themselves.
  
  
   
• Feedback: Appears for every other reviewer assignment option. This panel shows the three feedback methods directly, and you set one up for the whole round.
  
  
   

Step-By-Step Instructions

If You See the "Feedback Type" Panel

1.  To set up all groups the same way (e.g., each group will use the same evaluation method or the same custom feedback form): Click Set Up next to the All Groups item, then follow the steps in Choose a Feedback Method below. 
   
   
    
2. To set up each group separately (e.g., each group uses different evaluation methods or each group has its own custom feedback form): Click Set Up next to the group you want to configure, then follow the steps in Choose a Feedback Method below. 

Choose a Feedback Method

Everyone chooses from the same three feedback methods below: 

1. Scoring
2. Voting
3. Custom Feedback Form 

• Check the heading above the feedback options first. It will say either All Groups or a specific group's name, like Group 1.
  
  

   

• If you're setting up groups individually, follow the feedback method steps below one group at a time: set up a group's feedback method, click Save in the upper-right corner of the box, then move to the next group. 
   
• Once every group is saved or "All Groups" has been set up, click Next in the bottom-right corner of the panel.
   

Scoring

Scoring lets you set up criteria for reviewers to evaluate. Each criterion has its own scoring rubric. 

You can also give each criterion a weight; this helps when some criteria matter more than others. (For example, if you're scoring Project Impact and Budget Feasibility, and Project Impact matters more to your program, you'd give Project Impact a higher weight than Budget Feasibility. Project Impact would then count for more of the final score).

To set up a Scoring Form, follow these steps: 

1. Select Scoring for the type of feedback in the review round.

2. Click Set Up next to the Score Field you want to create. 

3. In the pop-up, complete the following: 

A. Update the name of the Score Field:  

• Click the pencil icon. 
  
  
   
•  Enter a new name for the Score Field, then click Enter on your keyboard or the arrow button. 

B. Enter a minimum and maximum score for the field. (For example, if you enter 1 as the minimum and 20 as the maximum, reviewers give this criterion a score somewhere between 1 and 20). 

C. Enter a weight value for the Score Field. If there is only one score field, enter 100 in the box. 

(For example, if you're setting up Project Impact and Budget Feasibility scoring fields, and Project Impact matters more, you might enter 70 for Project Impact and 30 for Budget Feasibility). 

4. When finished, click Save in the bottom-right corner of the pop-up. 

5. Repeat the above steps for each Score Field needed. 

• To add more score fields, click +Add New Score Field. 

• To remove a score field, hover your cursor to the left of the field, then click the red X that appears. 
  
  

6. Decide if reviewers should have the option to include notes about their decision: Click Yes or No next to "Should reviewers have a text box to record notes about their review decision?"

7. Decide if reviewers must answer a conflict of interest question: Click Yes or No next to "Should reviewers be asked whether they have a conflict of interest?" 

If a reviewer answers "Yes," the review assignment will be removed; the program admin is notified and can reassign the application to another reviewer. See ➡️ Conflict of Interest in a Review Round for details.

• If you clicked Yes, you can check the box labeled "Make comment field required for reviewer to provide more detail on the conflict of interest." Checking it requires reviewers to explain their conflict before they can be removed from the assignment. Leaving it unchecked still shows the comment field, but reviewers can skip it.
  
  
  
  
   

8. Decide if reviewers can edit their feedback after they submit it: Click Yes or No next to "Should reviewers be able to edit their feedback after submission?"

9.  Click Next in the bottom-right corner of the panel to move on to the next step in your review round setup, which is Assign Reviewers. See ➡️Assign Reviewers to the Round for those steps.


 

Voting

Voting gives reviewers only two choices.  This type of feedback form works well for a simple eligibility check or a final decision round, where reviewers just vote yes or no.

To set up a Voting Form, follow these steps:

1. Select Voting for the feedback type.
   
   
    
2. Enter a prompt to give reviewers more context or instructions. 

3. Scroll down and edit the "Yes" and "No" vote labels. 

4.  Decide if reviewers should have the option to include notes about their decision: Click Yes or No next to "Should reviewers have a text box to record notes about their review decision?"

5. Decide if reviewers must answer a conflict of interest question: Click Yes or No next to "Should reviewers be asked whether they have a conflict of interest?" 

If a reviewer answers "Yes," the review assignment will be removed; the program admin is notified and can reassign the application to another reviewer. See ➡️ Conflict of Interest in a Review Round for details.

• If you clicked Yes, you can check the box labeled "Make comment field required for reviewer to provide more detail on the conflict of interest." Checking it requires reviewers to explain their conflict before they can be removed from the assignment. Leaving it unchecked still shows the comment field, but reviewers can skip it.
  
  
   

6. Decide if reviewers can edit their feedback after they submit it: Click Yes or No next to "Should reviewers be able to edit their feedback after submission?"

7. Click Next in the bottom-right corner of the panel to move on to the next step in your review round setup, which is Assign Reviewers. See ➡️Assign Reviewers to the Round for those steps.


 

Custom Feedback Form

To set up a Custom Feedback Form, follow these steps:

1. Select the Custom Feedback Form for the feedback type. 
    

2. From the dropdown menu, select the desired feedback form.

   
    

3. (Optional) Set up average scoring: Average scoring automatically calculates an average from reviewer answers to specific fields on your custom feedback form (Note: only certain field types are eligible). 
   
   

a. If you want to set up average scoring, see ➡️ Set Up Average Scoring in a Review Round.

b. If you do NOT want to use the average scoring feature, this field can be ignored.

4. Decide if reviewers must answer a conflict of interest question: Click Yes or No next to "Should reviewers be asked whether they have a conflict of interest?" 

If a reviewer answers "Yes," the review assignment will be removed; the program admin is notified and can reassign the application to another reviewer. See ➡️ Conflict of Interest in a Review Round for details.

• If you clicked Yes, you can check the box labeled "Make comment field required for reviewer to provide more detail on the conflict of interest." Checking it requires reviewers to explain their conflict before they can be removed from the assignment. Leaving it unchecked still shows the comment field, but reviewers can skip it.
  
  
   

5. Decide if reviewers can edit their feedback after they submit it: Click Yes or No next to "Should reviewers be able to edit their feedback after submission?"

6. Click Next in the bottom-right corner of the panel to move on to the next step in your review round setup, which is Assign Reviewers. See ➡️Assign Reviewers to the Round for those steps.



 

Related Articles

➡️Set Up a Review Round
➡️Creating Review Groups in a Review Round
➡️Assign Reviewers to the Review Round
➡️Assign Reviewers Manually

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