Review Board Management: Manage Round Overview


The tools you need to easily manage your review round are provided on the Manage Round page. Here you can view high level reviewer stats and application assignments as well as make changes to those assignments at any time. The Manage Round page can also be used as a preview of application assignments prior to opening your review round.

In this article we will review:


From the Manage Round tab, you will see three numbers located directly above the table. These numbers provide a high-level overview of your reviewers progress.

Total Reviewers: Total number of reviewers that currently have applications assigned to them.

Total Reviews Assigned: The total number of applications assigned for review across all reviewers.

Total Reviews Submitted: The total number of submitted scorecards across all reviewers.


Application Table:

From the applications table of Manage Round, you can view the following application data:

  • Application Code
  • First & Last Name
  • Application Status (e.g. Draft, Submitted, In Review)
  • Number of Reviewers Assigned to the Application
  • Total Score (the total score the application has received across all reviewers across all rounds)
  • Average Score (the average score across all reviewers across all rounds the application has received)

Additionally, you can take the following actions on individual applications in the round:


Edit Assigned Reviewers

If a reviewer needs to be added, removed, or swapped on an individual application, you can do so by clicking the “Edit” link on that application’s row.

This will display a transfer table with all contacts on the left-hand side and currently assigned reviewers on the right.

To add a reviewer, select the contact from the left-hand table and use the arrows to move them into the right-hand Reviewers table. To remove a reviewer, select the reviewer from the right-hand table and use the arrows to move them back to the Contacts table.

Once complete, select “Apply Update” to save your changes and reassign the individual application to the selected reviewers. This change will be reflected on the applications table.

View Scores

At any point during your round you can view an individual application, the reviewers assigned to the application, and the reviewers' scorecard status.


To view this information, click “View Scores” on that application’s row.

This will bring you to a new page which will display the application. It will also display a list of the reviewers for that application, their current scoring status, and their current scores.

Reviewer Table:

From the reviewer table of Manage Round, you can view the following data:

  • Reviewer First & Last Name
  • Number of Scored Applications
  • Number of Total Applications Assigned

Additionally, you can take the following actions on individual applications in the round:


Reassign Applications

At any point during your review round you can reassign applications from one reviewer to other contacts.

To do so, click the “Reassign” button on the individual row of the reviewer whose applications you would like to reassign.

This will open a screen where you can manage the application reassignment process.

First, determine which applications you would like to reassign. You can select from three options:

  1. Only applications that have not yet been scored by the reviewer
  2. All applications (This will archive all previously submitted scores)
  3. Custom – Enter the number of applications you would like to reassign

Once selected, you will see the "# of Apps to Reassign" number reflect this selection.

* If you selected the third option – Enter number of applications to reassign – you will need to type the number of applications you would like to reassign in the text box under this column.

Next, select the contacts or reviewers you would like to reassign the applications to. Select those contacts in the left-hand table.

Once selected, move them to the right-hand table to indicate you wish to reassign applications to those contacts.

As reviewers are added to the right-hand table, the number of applications to reassign will evenly divide between those reviewers.

You can also manually enter the number of applications you would like reassigned to each reviewer.

Once complete, click the “Reassign With New Applications” button to process the application reassignment. The number of applications listed under the “New Total” columns on the reassignment tables will now be reflected in the reviewers table of the Manage Round tab.


View Application List

From Reviewers Mode, to view a list of the applications assigned to each reviewer in the round, click the “View” link on the individual reviewer row.


This will display a list of all applications the reviewer is assigned to as well as the reviewers' current scoring status for each application.