Manage Reviewers

Reviewer

You can search for Reviewers by Group, First Name, Last Name, Email Address, Company Name, and Status. After entering the criteria, select . Selecting will clear out all criteria that is entered above.

– The login report shows you Reviewers First Name, Last Name, Email Address, Last Login Date, Number of Submissions, and Number of Evaluations.

– This produces a report showing First Name, Last Name, Organization Name, Email Address, Phone Number, Status, Expertise, Biography, Items, and Group.

Adding a Reviewer

• Select

• Here you can add the First Name, Last Name, Company, and Email Address. Entering Phone, Expertise, and Biography are optional.

Using Temporary Password for Reviewer (Recommended)

• Select the next to the Reviewer(s) you want to set up with a temporary password

• Select “Temp Password” from the dropdown in the bottom left corner

• Select

• Here you’ll set the password for the Reviewer

• Once the password is set, select

• Then select “Email Temp Password” from the bottom left dropdown

• Select

• Here you can edit the text of the email (this will change the template text so every email sent after this will reflect these changes).

• When you’re ready to send the email, select

Reviewer Actions

• View – This allows you to edit the settings of a Reviewer

• Assign Group – This allows you to assign a Reviewer to a group. Here’s how:

• Select “Assign Group”

• Here you can search groups by Group Name. Once you’ve entered the criteria, select

• Once you’ve identified the group you want to assign the Reviewer to, select the next to the group.

• Select

• Remove Group – This allows you to remove a group assignment of a Reviewer. Here’s how:

• Select “Remove Group”

• Here you can search groups by Group Name. Once you’ve entered the criteria, select

• Once you’ve identified the group you want to remove the group assignment to the Reviewer, select the next to the group.

• Select

• Login As – This allows you to login as a Reviewer. This can be useful when trying to solve a problem that you are unable to replicate with your admin account

Other Actions

These actions are available under the dropdown in the bottom left corner

• Remove – This will delete the Reviewer from the event

• Send Email – This allows you to send an email to Reviewer(s).

• Here you’ll be able to change the BCC, Subject, and Body text of the email. 

• Once the email is ready to send, select

• Bulk Upload Reviewers – This allows you to add a large number of Reviewers to the event by uploading a .csv file. 

Once the selected action is ready, select

Reviewer Configuration

Here you can edit the Instruction to Reviewers, Resources, and Recommended Q&A.

Instructions to Reviewers – These appear upon login for the Reviewer. Here’s how to add/edit this text:

• Select at the top

• Once the desired text has been entered, select

Resources – These are items that Reviewers will be able to download upon login. Here’s how to add resources:

• Select

• Enter the File Name, a Description for the resource, and whether it is an Upload or Link.

• When finished, select

If you would like to delete an existing resource, select

Recommended Q&A – This is where you can put questions that might be asked by Reviewers and the answer in order to assist in the review process. Here’s how to add/edit this text:

• Select

• Once the desired text has been entered, select