Viewing Submitted Reviews

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 on a Request record with an attached External Review form, the assigned reviewers can be seen by accessing the External Review Forms section on the Grantee Portal tab. As seen below, two of the four assigned reviewers have submitted their review form.

ERFormsTab-1

To see the submitted application and submitted reviews, select the hyperlink to the application. This will open a new modal where you will be able to view the application, the reviews, and print all the information submitted by the reviewers.Applink

Toggle the view to switch from the Application to the Review form. If multiple review forms are attached to the Application, you will be able to see the results of all submitted review forms or stages in this modal.

ViewReviews

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.     

In External Review tab

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.review overview card arrow

Click the Review Comparison on the dashboard to see aggregated responses and export to Excel. Review Comparison tab