Reviews

Click on the + New Review Request button.

Step 1: Details

Add a Name for the request. For instance, you might name the request to match a Faculty Group name.

Add a Deadline. 

Check the following boxes as needed: 

• Tracking incentives/payments

• Send Certificate of Completion

• For Systems/Consortia decide if you want your recipients' institutions to make updates to the request for their individual recipients.

• For institutions that are part of a System/Consortium decide if you want your System/Consortium to make updates to the request.

Add notes if desired (only admins can see the notes).

Step 2: Communications

Enter the date you want the Dashboard to send participants the Review Request email invitation.

The part of the email invitation contained within the white box is editable by you. Edit the email text as desired. If you'd like to save the text as the default text for future invitations, select the Save as default for all Review Request invitations checkbox.

You can ask the Dashboard to send request reminder emails to participants. To do so, click on the + Add Reminder button and select a date to send the reminder(s).

The part of the reminder email contained within the white box is editable by you. Edit the email text as desired. If you'd like to save the text as the default text for future reminders, select the Save as default for all Review Request reminders checkbox.

Note: if you want to receive notifications when a faculty member submits their review, ensure that you have checked the box next to your name under the Contact for Faculty Questions header above the Message area. 

Step 3: Survey

If you'd like to ask participants to also complete a survey, check the Include survey checkbox.

Select from the Question Bank to preview the available questions and response structure.

To add a question from the list to your survey, select the question and click the Add Selected Question ↓ button. You can add as many questions as needed from the Question Bank. 

To save the current survey as the default survey for this request type, check the Save as default survey for Review Requests checkbox.

Step 4: Participants

Select the Group(s) (and, for systems/consortia, institutions) that you'd like to select participants from.

If you'd like to filter out people who've been contacted or have been updated recently, select the Only include people checkbox and either without adoption/enrollment updates or who haven't been contacted options, then select a date.

Click the Update List button.

Unselect anyone on the list to whom you don't want to send a Review Request to. 

To reset the list of possible participants, click the Change Filters button and restart the process.

Click the Preview button to see a summary of the Review Request, then click the Send / Schedule button to complete the process.

To edit a Review Request or to view a summary of a completed Review Request, navigate back to the Reviews shortcut and click on the name of the Review Request.

To view progress and details about who has completed the Review Request, click the number tally in the Completed column. This is also where you can change the deadline for recipients on an individual basis, by clicking on the date listed in the Deadline column. 

You can also copy the the custom URL for an individual participant by clicking on the Copy URL button under the Status column, or Resend the Invite from the Dashboard.