Reviewers can be assigned to proposals in two ways. Reviewers have permission to access and rate & comment on only their assigned proposals.
- Note: reviewers can only submit one rating & comment per proposal
Assign multiple reviewers to one proposal
Navigate to the Proposals front-end page. Select the proposal from the list that you want to assign reviewers to.
Click ‘Select Reviewers’ button on the Assign Reviewers section.
- Note: You can see currently assigned reviewers for this proposal here
Search for the user you want to add as a reviewer and click the plus icon next to their name.
To remove a reviewer, click the X next to their name.
To finish adding this reviewer, click ‘Select’.
The user will now display as a reviewer for this proposal.
Assign multiple reviewers to multiple proposals
Navigate to the proposal category page by clicking on the proposal category in the list of categories.
Locate the Assign Reviewers section. This list will show all submitted proposals in the Pending Approval state for this category.
Use the filter option to narrow the list to the proposals you want to assign. You can filter by field values selected on the proposal forms. Click Apply to filter the list.
Once you have the list of proposals filtered to the ones you want to assign, click ‘Assign Session Proposals’ button.
Search for and select the users to assign as reviewers. Click the plus icon next to their names.
To remove a reviewer, click the X icon next to their name.
To finish, click Assign. You will get a confirmation message letting you know that you are assigning X number of proposals to X number of reviewers. Click OK.
Now when you visit the proposal details pages, you will see the reviewer(s) assigned to those proposals.