{"id":98,"date":"2017-08-04T23:10:23","date_gmt":"2017-08-04T23:10:23","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=98"},"modified":"2020-07-14T08:53:25","modified_gmt":"2020-07-14T14:53:25","slug":"decisions-voting","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/decisions-voting\/","title":{"rendered":"Decisions \/ Voting"},"content":{"rendered":"<p>In ZoomGrants, <strong>reviewers<\/strong> can <strong>vote\u00a0<\/strong>on applications during the review process. As the review period comes to a close, <strong>a<\/strong><strong>dministrators<\/strong> input <strong>trial and\/or official<\/strong>\u00a0<strong>decisions\u00a0<\/strong>to denote which applications will be approved or declined.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"545\" class=\"wp-image-2286\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-1024x545.png\" alt=\"\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-1024x545.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-300x160.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-768x408.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-50x27.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-60x32.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-100x53.png 100w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM.png 1444w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2>Decision \/ Vote Options<\/h2>\n<table style=\"width: 640px;\">\n<tbody>\n<tr style=\"height: 98px;\">\n<td style=\"width: 303.15625px; height: 98px;\">\n<p style=\"text-align: center;\"><strong>VOTES<\/strong><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 12px;\"><em>Input on applications (as applicable) by each <strong>reviewer<\/strong><\/em><\/span><\/p>\n<\/td>\n<td style=\"width: 301.84375px; height: 98px;\">\n<p style=\"text-align: center;\"><strong style=\"font-family: inherit; font-size: inherit;\">TRIAL \/ OFFICIAL DECISIONS<\/strong><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 12px;\"><em>Input on applications by <strong>administrators<\/strong><\/em><\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"height: 125px;\">\n<td style=\"width: 303.15625px; height: 125px;\"><strong style=\"font-family: inherit; font-size: inherit;\">Undecided<\/strong><span style=\"font-family: inherit; font-size: inherit;\"> &#8211; The reviewer has not yet voted on this application<\/span>\n<p>\u00a0<\/p>\n<p><span style=\"font-size: 12px;\"><em><span style=\"font-family: inherit;\">This\u00a0is the default decision for all submitted applications.<\/span><\/em><\/span><\/p>\n<\/td>\n<td style=\"width: 301.84375px; height: 125px;\"><strong>Undecided<\/strong> &#8211; A decision has not yet been input on this application\n<p>\u00a0<\/p>\n<p><span style=\"font-size: 12px;\"><em>This\u00a0is the default decision for all submitted applications.<\/em><\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"height: 260px;\">\n<td style=\"width: 303.15625px; height: 260px;\"><strong style=\"font-family: inherit; font-size: inherit;\">Approved<\/strong><span style=\"font-family: inherit; font-size: inherit;\"> &#8211; The reviewer has voted to approve this application. If applicable, they should also input a recommended funding amount.\u00a0<\/span><\/td>\n<td style=\"width: 301.84375px; height: 260px;\"><strong>Approved<\/strong> &#8211; This application has been selected. If applicable, an award amount should also be input.\n<p>\u00a0<\/p>\n<ul>\n<li>If an application has an <strong>official decision<\/strong> of &#8216;Approved&#8217;, any post-decision features that the admin has set up can be made available in that application.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr style=\"height: 54px;\">\n<td style=\"width: 303.15625px; height: 54px;\"><strong>Declined<\/strong> &#8211; The reviewer has voted to decline this application<\/td>\n<td style=\"width: 301.84375px; height: 54px;\"><strong>Declined<\/strong> &#8211; This\u00a0application<em> has not<\/em> been selected<\/td>\n<\/tr>\n<tr style=\"height: 188.5px;\">\n<td style=\"width: 303.15625px; height: 188.5px;\"><b>Abstain \/ Recuse<\/b>\u00a0&#8211; The reviewer has chosen a recusal or to abstain from voting<\/td>\n<td style=\"width: 301.84375px; height: 188.5px;\"><strong>Not Qualified<\/strong> &#8211;\u00a0This application is not qualified to be selected or the admin has decided to disqualify it\n<p>\u00a0<\/p>\n<ul>\n<li>If an application has an <strong>official decision<\/strong> of &#8216;Not Qualified&#8217;, it is not even eligible for committee review.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Trial Decisions<\/h2>\n<p>Trial decisions let administrators and committee chairs play with funding options and test out combinations of approvals and funding recommendations. They are optional and are never seen by the applicant.<\/p>\n<p>Trial decisions are especially useful during committee deliberations and are easily changed on the <a title=\"Scoring Report\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/scoring-report\/\">Scoring Report<\/a>, via a <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/batch-list-updates\/\">batch or list update<\/a> on the Applications List,\u00a0or in the Review Tools section of an application.<\/p>\n<p>When committee deliberations are complete, you can use the<strong> Copy to Official<\/strong> button at the bottom of the <a title=\"Applications List\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/applications-list\/\">Applications List<\/a> to quickly transfer all of the trial decisions and amounts to be the official decisions and amounts. However, those official decisions will not be visible to the applicants until the applications are marked &#8216;<a title=\"Notify Applicants\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/notify-applicants\/\">notified<\/a>&#8216;.<\/p>\n<h2>Official Decisions<\/h2>\n<p>Official decisions allow admins to indicate which applications have been officially selected and which have not. They control applicant access to post-decision features such as <a title=\"Reporting\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/reporting\/\">Reporting<\/a>, <a title=\"Financial\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/financial\/\">Invoices and Payments<\/a>, and <a title=\"Contracts\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/contract\/\">Contracts<\/a>; only applicants whose applications have been approved and who have been \u2018notified\u2019 will be able to access the post-decision features that the admin has turned on and set up.<\/p>\n<p><strong>Official decisions are only made visible to the applicant when the admin decides to officially <a title=\"Notify Applicants\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/notify-applicants\/\">\u2018notify\u2019<\/a> them.<\/strong> Until then, they are internal-only. If you choose to approve an application, be sure to also add an award amount (if applicable).<\/p>\n    \t\t<div class=\"hts-messages hts-messages--alert   hts-messages--withicon \"   >\r\n    \t\t\t    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tZoomGrants does NOT send out an automatic email notification when an official decision is selected or show that decision in applications not marked &#8216;<a title=\"Notify Applicants\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/notify-applicants\/\">notified<\/a>&#8216;.    \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\n<h2>Administrators: Where to Find or Change Decisions<\/h2>\n<p>Trial and Official Decisions can be changed by the admin in several places:<\/p>\n<h5>Applications List<\/h5>\n<p>In the Applications list, you can use the <a title=\"Batch Update\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/batch-list-updates\/\">Batch Update<\/a> and <a title=\"List Update\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/batch-list-updates\/\">List Update<\/a> buttons to change the trial decisions or official decisions on selected or all applications.<\/p>\n<p>You can also use the\u00a0<strong>Copy to Official\u00a0<\/strong>button to copy your Trial Decisions and Amounts to the Official Decisions and Amounts.<\/p>\n<h5>Individual Application<\/h5>\n<p>To change the <strong>trial decision<\/strong>, click the <strong>Review Tools<\/strong> button to open the Review Tools, then select a trial decision from the dropdown and enter the trial amount in the amount field. (Highlighted in orange in the screenshot below.)<\/p>\n<p>To change the <strong>official decision<\/strong>, make the appropriate selection in the Decisions Bar below the application tabs, and enter a funding amount. (Highlighted in blue in the screenshot below.) You can make that decision viewable to the applicant by putting a check in the\u00a0<i>Notified of Official\u00a0Decision\u00a0<\/i>box in the Decisions Bar.<\/p>\n<p>To view the\u00a0<strong>votes\u00a0<\/strong>input by the reviewers, check the Votes section. (Highlighted in red in the screenshot below.)<\/p>\n<p>In a reviewer&#8217;s account, the official and trial decisions will not be editable, and the Vote section will display a dropdown field that they can use to input their individual vote on that application.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"545\" class=\"wp-image-2286\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-1024x545.png\" alt=\"\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-1024x545.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-300x160.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-768x408.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-50x27.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-60x32.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM-100x53.png 100w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-14-at-9.47.21-AM.png 1444w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2>How to Set It Up<\/h2>\n<p>There isn\u2019t much to set up \u2013 the decisions feature is pretty simple. If an admin would like to prevent reviewers from voting on application, they can can turn off the voting function.<\/p>\n<p><strong>To turn off the voting feature:<\/strong><\/p>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Program Setup &gt; Committee Tab<\/span><\/p>\n    \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>Click into the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/committee\/\"><strong>Committee<\/strong><\/a> tab in Program Setup. Change the <strong>Voting<\/strong> setting to \"<strong>No<\/strong>\".<\/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\n","protected":false},"excerpt":{"rendered":"<p>In ZoomGrants, reviewers can vote\u00a0on applications during the review process. As the review period comes to a close, administrators input trial and\/or official\u00a0decisions\u00a0to denote which applications will be approved or declined. Decision \/ Vote Options VOTES Input on applications (as applicable) by each reviewer TRIAL \/ OFFICIAL DECISIONS Input on&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,40,42,37,26,38],"ht-kb-tag":[81],"class_list":["post-98","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-reviewers","ht_kb_category-reviewadmin","ht_kb_category-all","ht_kb_tag-jul20"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/98","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=98"}],"version-history":[{"count":22,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/98\/revisions"}],"predecessor-version":[{"id":2287,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/98\/revisions\/2287"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=98"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=98"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=98"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}