Attaching External Review Forms to a Grantee Portal Intake Form

In order for review panels, board members, and others to rate and provide comments on grantee applications, an External Review form will need to be attached to a request record.

Adding an External Review Form

When an application is created in GivingData — whether unsolicited or invited — users with the External Reviewer Portal have the option to add External Review forms. The External Reviewer Portal is available as an add-on to any GivingData subscription.

In order for a user to add an External Review form to a request record, the following criteria must be met: 

• An applicant must have successfully submitted their application 

The GivingData user must update the status of the application to “In Review”. 

Once these steps have been completed, the user can navigate to the Review Details tab. Here, users can select 'Add New Review Stage' to add the external review form(s). 

Select the external review form and the open/close dates for the review form.

Once saved, users can assign Reviewer Portal Users to complete the external review form.