Reviewing Checklist

When you are ready to review, there is a process that you may find useful to follow.

Before we start, let's make sure some of the admin task have already been completed. At this point, the submission form will probably have been closed (not essential, but likely). We achieve the same result by controlling the visibility of the Add Submission button. There is more information here: Closing Submissions

You should have a Review workflow for this particular stage.  We can add this for you and almost all cases, your project will come with a first round review stage as default.  If you are unsure, please contact Firebird Support.

These are the steps to follow for reviewing:

1. Close Submissions

Info

This step is optional

Switch off the Add submission button by changing the settings. (See Closing Submissions)

2. Prepare Submissions

Make sure your submissions are ready to be reviewed.  Submissions that you would like to review must be in Abstract Review stage.

More information here: Getting Submissions Ready for Review

Note

For your project, the review stage may be called something other than Abstract Review

3. Set Reviewing Deadline

Make sure the reviewing deadline is correctly set.  Find out how to do that here: Editing Project Settings

4. Add Reviewers

Add reviewers to the system.

Handy guide available here: Adding Reviewers

5. Assign Reviewers

Assign reviewer/submissions - use filters to sort the specialist areas/tracks for reviewers and submissions. More details here: Assigning Submissions

6. Test Reviewing Form

Test the reviewing form.  Please take a look at this guide: Making Changes to Your Forms

7. Set up Reviewer Email

Setup the outgoing email to reviewers.  There are a number of templates available, we recommend the All Reviewers With Reviews template.

Directions on how to test and send the template are here: Testing and Sending Templates

8. Send Reviewer Email

Send the email.  Following on from above, once you are happy with the email, and all the previous steps have been completed, you should be ready to create and send the emails.

9. Finished

Success

Congratulations. You have started reviewing!

Sit back and watch your reviewers complete the process!  Watch the progress from your reviewing dashboard.

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