This article is for administrators of a Training Application Form (it does not apply to CCSG membership applications, which are covered in "Assigning Reviewers"). It explains how to assign reviewers to applicants and how to follow their progress.
Who can be a reviewer. Add the person as an administrator of the form with the Reviewer permission. They then appear on the Reviewers and Assign Reviewers pages.
Assigning reviewers. Open Reviewers, then Assign Reviewers. 1. Pick the applicants. Only submitted applications are listed by default; tick Include applications not yet submitted to see the rest. Use the search box and the filters Needs reviewers and Has reviewers, and Select all shown to pick everyone you can see. 2. Pick the reviewers. Each shows how many applicants they already have. 3. A line under the buttons tells you what will happen, for example "Assign 3 reviewers to 12 applicants: 30 new assignments, 6 already assigned and skipped." Select Assign and confirm. - A reviewer is never added twice to the same applicant. - Under each applicant you see their reviewers. To take a reviewer off an applicant, select the x next to their name. Anything the reviewer already answered is kept.
Tracking progress. The Reviewers page shows, at the top, the number of reviewers, assigned reviews, reviewed, in progress and not started, and how many submitted applications have no reviewer yet. Each reviewer has a progress bar ("3 of 5 reviewed"). View applicants opens a panel with the names of that reviewer's applicants, each with a status, a link to the application, a status filter and a Remove button.
| Status | Meaning |
|---|---|
| Reviewed | The reviewer answered every required evaluation question |
| In progress | Some questions answered |
| Not started | Nothing answered yet |
So mark the questions that must be answered as required in the evaluation questionnaire: that is what "reviewed" is based on. If an evaluation has no required questions, it counts as reviewed once the reviewer has answered at least one.
Other things to know. - Give reviewers the Reviews Due Date in their invitation, and send a reminder before it. Use Send Invitation to Selected on the Reviewers page. - In My Reviews, a reviewer's green check appears once at least one answer is saved; it does not mean the evaluation is complete. Use the Reviewers page for completion. - Assignments created before duplicates were prevented may still exist twice in the database. They are shown and counted once, and removing the reviewer from the applicant removes both.