How to Set It Up<\/h2>\n\n\n\n \t\t\r\n \t\t\tAre you ready to set this up?<\/span> \t\t\t \t\t\t\t\r\n \t\t\t\t\tIf you haven\u2019t already set up your scoring criteria<\/strong><\/a> and reviewer accounts<\/a><\/strong>, you may want to take care of that first. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\nProgram Setup > Committee Tab<\/span><\/p>\n \t\t\r\n \t\t\t\r\n \t\t\t\t \t\t\t\t\t- Committee Tab<\/li>\r\n \t\t\t\t \t\t\t<\/ul>\r\n \t\t\t \t\t\t\t\r\n \t\t\t\t\t\r\n \t\t\t\t\t\t
From Program Setup, navigate to the Committee tab to begin your setup.<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\n
Choose your review settings.<\/h3>\n\n\n\nNotes<\/span><\/div>Allows reviewers and admins to keep their own private notes on each application. These are not visible to other users or to the applicants.<\/div><\/div><\/div>Discussion<\/span><\/div>Allows the committee to maintain a discussion thread on each application.
NOTE: For the sake of conversational integrity, comments, once added to the discussion, are not removable. Please instruct your reviewers and admins accordingly.<\/em><\/div><\/div><\/div>Blind Review<\/span><\/div>Hides applicant contact info and application titles from your reviewers.<\/div><\/div><\/div>Voting<\/span><\/div>Allows reviewers to vote on each application to which they are assigned.<\/div><\/div><\/div>Recommended Amounts<\/span><\/div>Allows reviewers to enter a recommended funding amount on applications.<\/div><\/div><\/div><\/div>\n\n\n\nAssigned Review<\/h4>\n\n\n\n
Allows admins to assign applications to be reviewed by individual reviewers<\/strong> or committee groups<\/strong>. Assigned Review options include:<\/p>\nNo Assignments <\/strong>– All reviewers can access, read, and review all applications.<\/p>\n \t\t
\r\n \t\t\tOnly reviewers with access to the program will have access to the applications.<\/span> \t\t\t \t\t\t\t\r\n \t\t\t\t\tBe sure that you give your reviewers access to the program<\/em> in order to allow them to access the applications<\/em> in that program. Read more in the Give your committee access<\/em> section, below. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t<\/p>\nIndividually <\/strong>– Applications are individually assigned to each reviewer who has been given access to the program.<\/p>\n\n- Check the boxes next to the reviewers to whom you would like to assign the applications in that program.<\/li>\n
- Click Assign Applications<\/strong>.<\/li>\n
- In that window that opens, put checks in the boxes to assign applications to each reviewer.
![\"Individual](\"http:\/\/zoomgrants.com\/screenshots\/dindividassignments.png\")
<\/li>\n<\/ul>\nBy Committee Groups<\/strong> – Reviewers are assigned to committee groups and then applications are each assigned to a committee.<\/p>\n\n- Name your committees.
![\"Committee](\"http:\/\/zoomgrants.com\/screenshots\/dcommitteeassignments.png\")
<\/li>\n - Reload the page.<\/li>\n
- Put checks in the box(es) to add your reviewers to the committees (as shown in the screenshot).<\/li>\n
- Click Assign Applications<\/strong>.<\/li>\n
- In that window that opens, use the dropdowns to assign each application to a committee. \t\t\r\n \t\t\t \t\t\t \t\t\t\t
\r\n \t\t\t\t\tReviewers<\/strong> can be assigned to multiple committees. Each application<\/strong> can be assigned to one committee. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t<\/li>\n<\/ul>\n\n\n\nReview Assigned Applications Only<\/h5>\n
Restricts reviewers in an assigned review from accessing the applications to which they have not <\/em>been assigned.<\/p>\nIf set to ‘No’, reviewers can read<\/em> all of the applications but they only have access to the Review Tools to truly review <\/em>the applications to which they have been expressly assigned.<\/p>\n\n\n\nTrack Committee Conflicts<\/h4>\n\n\n\n
Present a conflict of interest statement in each application to be reviewed. Reviewers can indicate whether or not they have a conflict of interest on each application.<\/p>\n \t\t
\r\n \t\t\tReviewers with conflicts can still review those applications.<\/span> \t\t\t \t\t\t\t\r\n \t\t\t\t\tThis feature tracks<\/em> conflicts. To allow user flexibility, nothing special automatically happens if a reviewer indicates that they have a conflict. It is up to you or the reviewer to manage the next steps, whether that means that they need to recuse themselves, you remove their assignment to that application, or you simply make a note of their conflict. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\nReviewers make their selection, explain their conflict (if they have one), enter their initials, then click a Certify<\/strong> button. We’ll stamp the conflict statement, their certification, initials, the date and time, their email address, and their IP address. You can pull up all reviewer conflict statements in a special report (see Viewing the Conflict Report<\/i>, below).<\/p>\n\n\n\nCommittee Conflict Statement<\/h5>\n
![\"Reviewer](\"http:\/\/www.zoomgrants.com\/screenshots\/pconflictstatement.png\")
This is the text that is presented as the conflict statement to each reviewer on each application. When crafting this statement, keep in mind that reviewers will have two options in response:<\/span><\/p>\n\n- I certify this statement is true<\/strong>; or<\/li>\n
- I have a conflict<\/strong><\/li>\n<\/ul>\n
Your statement should be written in a way that makes those valid choices for your reviewers.<\/p>\n\n\n\n
Give your committee access.<\/h3>\n\n\n\nAssign reviewers to your committee.<\/h4>\n\n\n\n
In the Committee Members <\/strong>section at the bottom of the Committee <\/strong>tab,<\/strong> choose which reviewers you’d like to give access to this program.<\/p>\nYou can make any reviewer with access a Committee Chair<\/strong>, which gives them additional capabilities. Read more about those particular capabilities on the setup page, below the list of reviewers.<\/p>\n \t\t\r\n \t\t\tNeed to add a reviewer?<\/span> \t\t\t \t\t\t\t\r\n \t\t\t\t\tSet up an account for them in the Manage Users<\/a> tab, then come back and assign them to the program in Program Setup. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\nAssign non-senior admins to this program.<\/h4>\n\n\n\n
Program Setup > Settings Tab > Administrative Users<\/em><\/span><\/p>\n\n\n\n \t\t\r\n \t\t\t\r\n \t\t\t\t \t\t\t\t\t- Settings Tab<\/li>\r\n \t\t\t\t \t\t\t<\/ul>\r\n \t\t\t \t\t\t\t\r\n \t\t\t\t\t\r\n \t\t\t\t\t\t
To assign non-senior admins to your program, navigate to the Settings<\/a> tab.<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\nHow to Use It<\/h2>\n\n\n\nTracking Reviewer Progress<\/h3>\n\n\n\nIndividual Applications<\/h4>\n\n\n\n
Click into the Review Tools<\/strong> on an application and scroll down to the Committee <\/strong>section near the bottom of the page to view the list of reviewers who have access to that application. There, you’ll see a general overview of how each reviewer is doing, including:![\"Delete](\"http:\/\/zoomgrants.com\/screenshots\/dreviewerreview.png\")
<\/p>\n\n- A progress bar showing their movement through the scoring<\/a> questions (if applicable)<\/li>\n
- Their vote on the application (if you’ve turned that feature on)<\/li>\n
- Their conflict statement<\/li>\n<\/ul>\n\n\n\n
All Applications<\/h4>\n\n\n\n
If you’re using the Scoring<\/strong><\/a> feature, The Scoring Report<\/strong><\/a> provides a great overview of how your reviewers are moving through the applications. Check out the different report types to see which applications reviewers have scored and how far they’ve gotten.<\/p>\n\n\n\nRemoving a Reviewer from an Application<\/h3>\n\n\n\n
If necessary, reviewers can be removed from individual applications (perhaps because they have a conflict of interest).<\/p>\n
In an application, click the Review Tools <\/strong>button. Scroll to the Committee <\/strong>section near the bottom of the page, and uncheck the box next to the left of the reviewer that should be un-assigned.<\/p>\n\n\n\nDeleting a Review<\/h3>\n\n\n\n\n- In an application, click the Review Tools <\/strong>button.<\/li>\n
- Scroll to the Committee <\/strong>section near the bottom of the page.<\/li>\n
- Click the Delete Review <\/strong>button next to a reviewer to remove their review from the system. \t\t\r\n \t\t\t \t\t\t \t\t\t\t
\r\n \t\t\t\t\tThis is a permanent action and will remove their review. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t<\/span><\/li>\n<\/ol>\n\n\n\nViewing Reviewer Conflicts<\/h3>\n\n\n\n
Click into the Review Tools <\/strong>then scroll down to the Committee section near the bottom of the page. There, you can see the conflict<\/p>\n\n\n\nExporting a Committee Conflict Report<\/h4>\n\n\n\n
Your Program > Data Tab > Standard Reports & Exports<\/em><\/span><\/p>\n\n\n\n
\r\n \t\t\t\t\tIf you haven\u2019t already set up your scoring criteria<\/strong><\/a> and reviewer accounts<\/a><\/strong>, you may want to take care of that first. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\n Program Setup > Committee Tab<\/span><\/p>\n \t\t From Program Setup, navigate to the Committee tab to begin your setup.<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\n Allows admins to assign applications to be reviewed by individual reviewers<\/strong> or committee groups<\/strong>. Assigned Review options include:<\/p>\n No Assignments <\/strong>– All reviewers can access, read, and review all applications.<\/p>\n \t\t \r\n \t\t\t\t\tBe sure that you give your reviewers access to the program<\/em> in order to allow them to access the applications<\/em> in that program. Read more in the Give your committee access<\/em> section, below. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t<\/p>\n Individually <\/strong>– Applications are individually assigned to each reviewer who has been given access to the program.<\/p>\n By Committee Groups<\/strong> – Reviewers are assigned to committee groups and then applications are each assigned to a committee.<\/p>\n \r\n \t\t\t\t\tReviewers<\/strong> can be assigned to multiple committees. Each application<\/strong> can be assigned to one committee. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t<\/li>\n<\/ul>\n\n\n\n Restricts reviewers in an assigned review from accessing the applications to which they have not <\/em>been assigned.<\/p>\n If set to ‘No’, reviewers can read<\/em> all of the applications but they only have access to the Review Tools to truly review <\/em>the applications to which they have been expressly assigned.<\/p>\n\n\n\n Present a conflict of interest statement in each application to be reviewed. Reviewers can indicate whether or not they have a conflict of interest on each application.<\/p>\n \t\t \r\n \t\t\t\t\tThis feature tracks<\/em> conflicts. To allow user flexibility, nothing special automatically happens if a reviewer indicates that they have a conflict. It is up to you or the reviewer to manage the next steps, whether that means that they need to recuse themselves, you remove their assignment to that application, or you simply make a note of their conflict. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n Reviewers make their selection, explain their conflict (if they have one), enter their initials, then click a Certify<\/strong> button. We’ll stamp the conflict statement, their certification, initials, the date and time, their email address, and their IP address. You can pull up all reviewer conflict statements in a special report (see Viewing the Conflict Report<\/i>, below).<\/p>\n\n\n\n Your statement should be written in a way that makes those valid choices for your reviewers.<\/p>\n\n\n\n In the Committee Members <\/strong>section at the bottom of the Committee <\/strong>tab,<\/strong> choose which reviewers you’d like to give access to this program.<\/p>\n You can make any reviewer with access a Committee Chair<\/strong>, which gives them additional capabilities. Read more about those particular capabilities on the setup page, below the list of reviewers.<\/p>\n \t\t \r\n \t\t\t\t\tSet up an account for them in the Manage Users<\/a> tab, then come back and assign them to the program in Program Setup. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\n Program Setup > Settings Tab > Administrative Users<\/em><\/span><\/p>\n\n\n\n \t\t To assign non-senior admins to your program, navigate to the Settings<\/a> tab.<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\n Click into the Review Tools<\/strong> on an application and scroll down to the Committee <\/strong>section near the bottom of the page to view the list of reviewers who have access to that application. There, you’ll see a general overview of how each reviewer is doing, including: If you’re using the Scoring<\/strong><\/a> feature, The Scoring Report<\/strong><\/a> provides a great overview of how your reviewers are moving through the applications. Check out the different report types to see which applications reviewers have scored and how far they’ve gotten.<\/p>\n\n\n\n If necessary, reviewers can be removed from individual applications (perhaps because they have a conflict of interest).<\/p>\n In an application, click the Review Tools <\/strong>button. Scroll to the Committee <\/strong>section near the bottom of the page, and uncheck the box next to the left of the reviewer that should be un-assigned.<\/p>\n\n\n\n \r\n \t\t\t\t\tThis is a permanent action and will remove their review. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t Click into the Review Tools <\/strong>then scroll down to the Committee section near the bottom of the page. There, you can see the conflict<\/p>\n\n\n\n Your Program > Data Tab > Standard Reports & Exports<\/em><\/span><\/p>\n\n\n\n\r\n \t\t\t\t \t\t\t\t\t
Choose your review settings.<\/h3>\n\n\n\n
NOTE: For the sake of conversational integrity, comments, once added to the discussion, are not removable. Please instruct your reviewers and admins accordingly.<\/em><\/div><\/div><\/div>Assigned Review<\/h4>\n\n\n\n
\n
<\/li>\n<\/ul>\n\n
<\/li>\nReview Assigned Applications Only<\/h5>\n
Track Committee Conflicts<\/h4>\n\n\n\n
Committee Conflict Statement<\/h5>\n
This is the text that is presented as the conflict statement to each reviewer on each application. When crafting this statement, keep in mind that reviewers will have two options in response:<\/span><\/p>\n\n
Give your committee access.<\/h3>\n\n\n\n
Assign reviewers to your committee.<\/h4>\n\n\n\n
Assign non-senior admins to this program.<\/h4>\n\n\n\n
\r\n \t\t\t\t \t\t\t\t\t
How to Use It<\/h2>\n\n\n\n
Tracking Reviewer Progress<\/h3>\n\n\n\n
Individual Applications<\/h4>\n\n\n\n
<\/p>\n\n
All Applications<\/h4>\n\n\n\n
Removing a Reviewer from an Application<\/h3>\n\n\n\n
Deleting a Review<\/h3>\n\n\n\n
\n
<\/span><\/li>\n<\/ol>\n\n\n\nViewing Reviewer Conflicts<\/h3>\n\n\n\n
Exporting a Committee Conflict Report<\/h4>\n\n\n\n