How to Add Reviewers to the Reviewer Pool Manually?

NOTE: The Reviewer Pool is primarily used for the Assignment Wizard. You may also build the Reviewer Pool to use with the Assign by Contact.

Open the Reviewer Pool Screen:

1. Click Dashboard
2. Click Speakers Module
3. Click Review button
   
1. If using the Paper review, click Review Papers in the left side menu.
   
2. If you are on the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
4. Click Reviewers located in the horizontal menu
5. Select Reviewer Pool
   NOTE: The Reviewer Pool Screen will display a list of contacts whom you have identified as possible Reviewers.

To add each Reviewer:

1. Click the Quick Add Contact button
2. Add Existing Contact field, enter the first few letters of a last name to display a list of matching names
3. Click on the name of the person you wish to add as a Reviewer
4. If you have defined Tracks as part of your abstract submission, select the tracks this individual is eligible to review
5. Click the Add Existing button

    If the individual does not appear in the list of existing contact names:

1. Scroll down to the Add New Contact section of the screen
2. Complete the mandatory fields: First Name, Last Name and Email
3. If you have defined Tracks as part of your abstract submission, select the tracks this individual is eligible to review
4. Click Add button

How to Create a Reviewer Pool Import File? (one import file per track)

1. Click Dashboard
2. Click Speakers Module
3. Click the Review button
   
1. If using the Paper review, click Review Papers in the left menu.
   
2. If you are on the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
4. Click Reviewers in the horizontal menu, select Reviewer Pool
5. Click the Import Contacts button
6. Click the ‘Download the template here’ link to download a file format with columns to use for the import file.
7. Click Save to save the template file.
8. Locate the saved file and populate the template with the reviewer information.

IMPORTANT: Leave all column headings in the file and do not delete any columns. The email address is mandatory and must be unique.

NOTE: Create one import file for each track. Therefore a reviewer may appear in multiple files because the reviewer may be a reviewer for more than one track.

How to Import a Reviewer Pool File?

1. Click Dashboard
2. Click Speakers Module
3. Click the Review button
   
1. If using the Paper review, click Review Papers in the left menu.
   
2. If you are on the multi-review module, select from the Select Review Module dropdown list, the review module you wish to open
4. Click Reviewers in the horizontal menu, select Reviewer Pool
5. Click the Import Contacts button
6. In Optional: Select Track(s) list, click the Track that these Reviewers are experts for
   TIP: To batch assign a single or multiple track(s) applicable to all contacts, select the Track(s) by selecting a track, hold down the Shift key to select a block of tracks or hold down the Control/Command key to select non-consecutive tracks
   • NOTE:
     • If 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)
7. Click Browse button to locate and select the file to be imported.
8. Click Upload