Assign & Manage Application Reviewers within the Forms Module

Assign & Manage Application Reviewers within the Forms Module


The Application Reviewer Form is independent to the Submission Reviewer Module.

The purpose of the Forms Module Review, will allow you to build an Reviewer Grading form for a specific form that has been created within the Forms Module.

For example, if you create an Awards Submission Form in the Forms Module, you may create an Awards Submission Reviewer Form within the Forms Module where Reviewers will be able to review and grade the Awards Submissions.

How do I assign my Application Reviewers?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. In the Grid, use the filters to select a subset of your forms e.g. select Complete for Application Status

  5. In the grid area, click in the Assign Reviewer column for an application
    (Note: if you do not see an Assign Reviewer column in the grid, this means the Review module is not enabled, submit a support ticket to X-CD to activate the review module. ***There is an additional charge to use the Forms Review Module - please refer to your X-CD contract agreement.***)
  6. In the pop-up window, in the Find Contact to Assign, enter the last name of a reviewer, locate the matching individual in the system and click the matching name (Note: This assumes the reviewer already has an account in the system. If your reviewer does not have an account in the system, you must create an account for the individual, refer to How to Add a Contact FAQ )
  7. Click Assign Contact As Reviewer button
  8. Repeat step 6 and 7 until all reviewers have been assigned to the application.
  9. Repeat step 5 to 7 to assign reviewers for each application.

Assign All Applications to Reviewer (Alternate Assigning Method)

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Reviewer Submissions in left-side menu
  5. Click Manage Reviewers in horizontal menu
  6. Search for the name of a reviewer, then click the Row the name appears on and click Enter
  7. Click Add Assignments icon in the far right side of the screen
  8. Click Assign All button to assign all applications to the individual
    • NOTE: Using this method, will not individually manage the reviewer assignments, but will grant the individual access to view and review all applications regardless of application status (current and any added submissions after this point in time) in the track(s) you have granted them access to. CAUTION: Typically, assigned reviewers should only complete reviews AFTER the application form deadline. If you use the Assign to All and leave the site open to edits, then it is entirely possible for the reviewers to review different versions of an edited application form.
  9. Repeat steps 6 to 7 for each Application Reviewer
  10. You may click the email icon located next to the Application Reviewer name to send them the Reviewer Invitation email.

How do I Add / Remove an assignment from an Application Reviewer?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. In the Grid, use the filters to select a subset of your forms e.g. select Complete for Application Status
  5. In the grid area, click in the Assign Reviewer column for an application
    (Note: if you do not see an Assign Reviewer column in the grid, this means the Review module is not enabled, submit a support ticket to X-CD to activate the review module. ***There is an additional charge to use the Forms Review Module - please refer to your X-CD contract agreement.***)
  6. In the pop-up window
    1. To add a reviewer, in the Find Contact to Assign, enter the last name of a reviewer, locate the matching individual in the system and click the matching name (Note: This assumes the reviewer already has an account in the system. If your reviewer does not have an account in the system, you must create an account for the individual, refer to How to Add a Contact FAQ ), Click Assign Contact As Reviewer button
    2. To remove a reviewer, click the Trash Can icon next to the reviewer name to remove the person as a reviewer for the application

If you have multiple reviews you want to add or remove for a specific Reviewer

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Reviewer Submissions in left-side menu
  5. Click Manage Reviewers in horizontal menu
  6. In the grid, click the Row the reviewer name appears on
  7. Click Full Management located on the right side of the screen under View Assignments
  8. Click the  X  to Remove the assignment OR Click Add Assignments on the far right of the screen then click the + symbol in the first column for each application to be assigned

How do I completely remove an Application Reviewer?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Reviewer Submissions in left-side menu
  5. Click Manage Reviewers in horizontal menu
  6. In the grid, click the Row the reviewer name appears on
  7. Click Full Management located on the right side of the screen under View Assignments
  8. Click Remove this Reviewer button located on the right side of the screen


How to View Completed Reviews?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review Submissions in left side menu
  5. In the grid, under the Completed column, click the arrow icon for View Details
    • This will open a pop-up window with the review(s).

How to Download Completed Reviews?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Email/Download in left-side menu
  5. Click Reviewers tab
  6. Click Go button for Applicant Scores
  7.  Click Download Excel button
    Note: Only reviewed applications will be included in the downloaded file.
    The file will be downloaded to your computer's default download folder.
  8. To obtain a more detailed breakdown of each reviewer's responses
    1. Return to the Email/Download screen
    2. Click Reviewers tab and click Go for All Reviewers
    3. Click Download Excel
    4. Click Check All button to Select All Fields or pick and choose which fields you want in the report, ensure to include the review form fields
    5. Sctoll down and Click Download Report button

How to Delete a Review Submitted by a Reviewer

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Reviewer Submissions in left-side menu
  5. Click Manage Reviewers in horizontal menu
  6. Search for the name of a reviewer, then click the Row the name appears on and click Enter
  7. Click Full Management link located to the right side of the screen
  8. Locate the Review to be removed and click the X to delete. Once the review has been deleted, it cannot be recovered.

Can Reviewers edit a Submitted Review?

Reviewers can edit their reviews for as along as you have the review form open. Therefore, if a reviewer submits a review, they can return to the site and edit the submitted reviews until access to the review form has been closed by an Admin.

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