How to Assign Reviewers Using the Assignment Wizard?
The Assignment Wizard will automatically allocate reviewers from your reviewer pool to submissions in a certain track or based on responses on the Reviewer Sign-up form. The Assignment Wizard will not assign a reviewer to a submission if the person is listed as an author, presenter or co-author on the submission.
IMPORTANT: If you are not using the Reviewer Sign-up form, you must populate your Reviewer Pool before using the Assignment Wizard. Refer to: How to get Reviewers into the Reviewer site?
If you wish to have reviewers assigned to specific submissions i.e. Reviewer 1 has to review submission ID 5, 8, 15 20, do NOT use the Assignment Wizard. Follow the Assign Reviewers Manually instructions.
- Click Dashboard
- Click Speakers Module
- Click the Review button
- If you are using the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
- Click Reviewers in the horizontal menu
- Select Assignment Wizard
- Under Abstract Field Filters, select a Track, if applicable (or if you want all tracks, do not select any and click the Submit button) or if not using a Track field, select one or more submission field responses
- If you are using the Reviewer Sign-up form on the right side of the screen, under Form Field Filters, select one or more responses from the Reviewer Sign-up form
- Set the Filter logic condition to be And / Or for each filter (i.e. for the Abstract filter and the Form Filter)
- Click the Submit button
- Enter the number of reviewers to assign per submission.
e.g. if you want 3 reviewers for a single abstract, enter 3 - Enter the total maximum number of abstracts overall that a reviewer can be allocated to review.
e.g. if each reviewer is limited to 8 reviews in total to review, enter 8 - Click Run Wizard button NOTE: The wizard automatically assigns reviewers to the submissions.
- Repeat Run Wizard until all submissions have been assigned. NOTE: You may need to repeat Run Wizard several times for all submissions to be assigned.
How to Remove a Review Assignment from a Reviewer?
- From the Admin Dashboard, select your Speaker Module
- Click Review button
- If using Paper review, click Review Papers in left side-menu
- If using the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
- Click Reviewers located in the horizontal menu
- Select Manage Reviewers
- Find and Click the Reviewers Name - If the name you are seeking does not appear skip to below
- Click X on the far right to remove the Assignment
If the name you are seeking does not appear in the Manage Reviewers list
- Click Reviewers located in the horizontal menu
- Select Assign by Contact
- Click Show All Contacts button
- Search for the individual, Click the Row the name appears on
- Click View Assignments
- Click X on the far right to remove the Assignment
How to use an import a file to assign reviewers to certain abstracts?
Create the Import file:
- Click Dashboard
- Click Speakers Module
- Click Review button
- If using Paper review, click Review Papers in left side-menu
- If using the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
- Click Reviewers in horizontal menu
- Select Import Reviewer Assignments
- In the first step in the on-screen instructions, click the link to the Import Template and download the file and open the file
- NOTE: You will see a sample record in the csv file. All Column headers must NOT be changed nor deleted.
- NOTE: Email Address is a Required field and MUST match an existing email in the system.
- NOTE: You must also populate the Abstracts column with the submission IDs separated by ; and you may leave all other columns unpopulated.
- If you are using special characters: SAVE-AS FILE WITH UTF-8 ENCODING.
- Ensure to keep the file formatted and save as CSV.
- For PC's, use Save as File Type CSV UTF-8 (*.csv)
- For MAC's, use Save as Windows Comma Separated (.csv)
- Open the template in Excel. NOTE: This is a "CSV" file. It will ask you when opening how it is to be delimited. It is delimited by ,
- Copy/paste your data into the file into proper columns.
- Save file.
Once the import file is ready:
- Click Dashboard
- Click Speaker Module
- Click Review button
- If using the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
- Click Reviewers in horizontal menu
- Select Import Reviewer Assignments
- Click Upload CSV button, browse for the import file on your computer and select it
Note: When importing reviewers, it will not create a duplicate. If the email is already in the system, it will just use the existing email.
How to change a Reviewer's Password?
Reviewers are considered to be contacts and contain a profile in the Contacts Module.
To change a Reviewer's password, follow the steps in the How to Change Someone's Password FAQ in the Contacts module online help section - click here.
How to remove a Reviewer?
- Click Dashboard
- Select Speaker Module
- Click Review button
- If using Paper review, click Review Papers in left side-menu
- If using the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
- Click Reviewers in horizontal menu
- Select Manage Reviewers
- Click on a Reviewer Name
- Click Remove Reviewer button
How do I delete a review or a review assignment?
If you need to delete a reviewers review, or delete a review assignment, please follow the steps below.
- Go to your Speaker Module
- Review Module
- If using Paper review, click Review Papers in left side-menu
- If using the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
- Reviewers Tab
- Manage Reviewers
- Search for the reviewer whose review you wish to delete
- You will see all of their assignments, both complete and incomplete
- Click the red X to the right of the Total Score column
- This will delete the review assignment, and the review itself
How to View / Remove from the Reviewer Pool?
- Click Dashboard
- Click Speakers Module
- Click the Review button
- If using Paper review, click Review Papers in left side-menu
- If using the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
- Click Reviewers in the horizontal menu
- Select Reviewer Pool
- This will display a grid of all reviewers
- Click Downloads button to export a list of Reviewers
- Click Manage beside an individual's name, to view which track the reviewer is assigned to
- Click Remove button beside an individual's name to remove the reviewer from the Reviewer Pool