{"id":120,"date":"2017-08-07T19:52:29","date_gmt":"2017-08-07T19:52:29","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=120"},"modified":"2020-06-26T10:16:07","modified_gmt":"2020-06-26T16:16:07","slug":"testing-the-committee-experience","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/testing-the-committee-experience\/","title":{"rendered":"Testing the Committee Experience"},"content":{"rendered":"<div id=\"committeeexperience\"><strong>Once you\u2019ve set up the application and tested the <a title=\"Testing the Applicant Experience\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/zoomgrants-an-introduction-to-the-system\/\">Applicant Experience<\/a> by submitting an application, it\u2019s a good idea to go through the process as a Reviewer assigned to the Committee to get a feel for what your Committee Members will experience. It also gives you a chance to practice <a title=\"Manage Users\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/managing-users\/\">adding users<\/a>, <a title=\"Committee\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/committee\/\">creating\/assigning Committees<\/a>, <a title=\"Scoring\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/scoring\/\">scoring applications<\/a>, <a title=\"Decisions\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/decisions-voting\/\">making decisions<\/a> and <a title=\"Notifying Applicants\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/notify-applicants\/\">notifying Applicants<\/a>.<\/strong><\/p>\n<h3><strong>How To Set It Up<\/strong><\/h3>\n<p>Below are instructions for reviewing applications as a Reviewer. Actions that you need to complete in your Administrator account begin with \u201c<span style=\"text-decoration: underline;\"><strong>ADMIN<\/strong><\/span>\u201d while actions completed in the applicant account begin with \u201c<span style=\"text-decoration: underline; color: #bc6d1a;\"><strong>REVIEWER<\/strong><\/span>\u201d.<\/p>\n<ol>\n<li><strong><span style=\"text-decoration: underline; background-color: #ffffff; color: #000000;\">ADMIN<\/span>: Create a Reviewer account<\/strong> by following the instructions in the <a title=\"Manage Users\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/managing-users\/\">Manage Users<\/a> class.<br \/>\n<em>You must use a different email address than the one used in your test applicant or Administrator account.<\/em><\/li>\n<li><span style=\"text-decoration: underline;\"><strong>ADMIN<\/strong><\/span><strong>: Assign the Reviewer to the Committee for the program.<\/strong>    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Committee Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>In the Committee tab, check the box next to the Reviewer User ID (email address).<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<ul>\n<li>If you\u2019re doing an assigned review, make the appropriate assignments by clicking the Assign Applications button.<\/li>\n<\/ul>\n<\/li>\n<li><strong><span style=\"text-decoration: underline;\"><span style=\"color: #bc6d1a; background-color: #ffffff; text-decoration: underline;\">REVIEWER<\/span><\/span>: Log into your Reviewer account<\/strong>.    \t\t<div class=\"hts-messages hts-messages--info   hts-messages--withicon \"   >\r\n    \t\t\t    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tIf you use a different browser to log into your Reviewer account, you can stay logged into both your Reviewer and Administrator accounts. This way, you can change the blind review, assigned review, Notes, and Discussion settings to see how the features appear in the Reviewer accounts. Change the setting in the Admin account, then refresh the page in the Reviewer account to see the change.    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t<\/li>\n<li><strong><span style=\"text-decoration: underline; color: #bc6d1a;\">REVIEWER<\/span>: Click the program title link to open the Program Dashboard<\/strong>.<\/li>\n<li><strong><span style=\"text-decoration: underline; color: #bc6d1a;\">REVIEWER<\/span>: Click the grey Undecided section in the My Review stacked bar chart<\/strong> to open the <a title=\"Applications List\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/applications-list\/\">Applications List<\/a>.<\/li>\n<li><strong><span style=\"text-decoration: underline; color: #bc6d1a;\">REVIEWER<\/span>: Click the application title<\/strong> link to open that application.<\/li>\n<li><strong><span style=\"text-decoration: underline; color: #bc6d1a;\">REVIEWER<\/span>: Click through the top row of tabs to \u2018review\u2019 the application<\/strong>.<\/li>\n<li><strong><span style=\"text-decoration: underline; color: #bc6d1a;\">REVIEWER<\/span>: Click the Review Tools button to score the application, cast your vote, and (if you voted to approve the application) enter a recommended amount<\/strong>.<\/li>\n<li><strong><span style=\"text-decoration: underline; color: #000000;\">ADMIN<\/span>: Open the application and click into the Review Tools <\/strong> to view the Reviewer scores and votes.<\/li>\n<li><strong><span style=\"text-decoration: underline; color: #000000;\">ADMIN<\/span>: Click the program-level Scoring tab to view the <a title=\"Scoring Report\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/scoring-report\/\">Scoring Report<\/a><\/strong>.<\/li>\n<li><strong><span style=\"text-decoration: underline; color: #000000;\">ADMIN<\/span>: Make an Official Decision<\/strong> in the Decisions bar.<\/li>\n<li><strong><span style=\"text-decoration: underline;\">ADMIN<\/span>: <a title=\"Notify Applicant\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/notify-applicants\/\">\u2018Notify\u2019<\/a> the applicant<\/strong> by clicking into the Application Summary tab and checking the \u2018Notified\u2019 box in the Settings section on the right side.<\/li>\n<\/ol>\n<p>After you\u2019ve finished testing the Committee experience, you can return to the applicant account to test out the <a title=\"Reporting\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/reporting\/\">Reports<\/a> and <a title=\"Financial\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/financial\/\">Invoices and Payments<\/a> (once you\u2019ve setup those features).<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Once you\u2019ve set up the application and tested the Applicant Experience by submitting an application, it\u2019s a good idea to go through the process as a Reviewer assigned to the Committee to get a feel for what your Committee Members will experience. It also gives you a chance to practice&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,40,42,26,38],"ht-kb-tag":[79,80],"class_list":["post-120","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-program-setup","ht_kb_category-reviewphase","ht_kb_category-reviewadmin","ht_kb_category-all","ht_kb_tag-jun20","ht_kb_tag-program-setup"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/120","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=120"}],"version-history":[{"count":10,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/120\/revisions"}],"predecessor-version":[{"id":2047,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/120\/revisions\/2047"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=120"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=120"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=120"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}