Within Request records and the Grantee Portal Intake Forms dashboard the responses from External Review forms are compiled for ease of reference.
Checking the Reviews on Request Records
When inside a Request record with an attached External Review form, the assigned reviewers can be seen by accessing the “Review Details” tab. As seen below, both assigned reviewers have submitted the form.
To see the reviews, select “View All Reviews for this Application.” This will open a new modal where you will be able to review and print all the information submitted by the reviewers.
Viewing the Reviews on Dashboards
GivingData dashboards provide another place to view side-by-side comparisons of the External Review forms. On the dashboards, the compilation of External Review forms are able to be exported to Excel.
To do so, navigate to Dashboards > Grantee Portal Intake Forms tab > Select Intake Form Type. From here, click the name of the application form whose External Review forms should be analyzed. Then, click the In External Review status to see the list view of applications with External Review forms assigned.
Within the In External Review status, an overview card is also available for each review form. The card displays the number of applications with the review form assigned, the number of external reviewers assigned, and the percent of reviews submitted. Click the arrow on the card to access that review form's data in the External Review Management Tab or complete batch actions. Manage External Reviews contains instructions.
Click the Review Comparison on the dashboard to see aggregated responses and export to Excel. 