Users can create and customize review forms to facilitate their external review process for grant applications. The External Reviewer Portal is an optional add-on to any GivingData subscription.
Navigating to the Form
In Settings > Grantee Portal & Reviewer Portal, find the application that an External Review form should be attached to. GivingData users can attach External Review forms to unsolicited and invited applications.
Once the application is found, click on the green “Add New Review Form” button.
The user will then title the review form and select the application that requires reviewing.
To begin to design the External Review form, select the yellow “Edit” button and select “Edit Review Form” from the menu. Once selected, the user will be redirected to the admin view of the Grantee Portal.
Designing the External Review Form
In the Grantee Portal, the user can toggle between the application and the External Review form. To build out the External Review form, ensure the “Review” and “Edit” modes are selected. As can be seen below, the “Introduction,” “Scoresheet,” and “Comments” sections were created for this form. The design process for an External Review form is identical to the design process for other grantee intake forms within GivingData.
