In order for external reviewers to rate and provide comments on grantee applications, attach an external review form to the application.
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.
The steps in this article outline how to add an external review form to one application at a time. External review forms can also be added to multiple applications in batch. Manage External Reviews contains instructions.
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.
