Review Board Management: Select Round Applicants

We recommend beginning your review round set up by selecting the applicants that will be reviewed in the round. To do so, navigate to the “Select Round Applicants” tab within your review round.  



There are three options to select from when determining which and how applicants will be added to the round: 


All Submitted Applications: 

Select “All Submitted Applications” when you need all applications that were submitted to your program reviewed by reviewers.  


This is a great option if you wish to open your review round to reviewers prior to your program application close date. When this option is selected, as applications are actively submitted to your program they will be automatically added to the round. 



Note: If you change the application status to one of the four statuses listed below, the application will be automatically removed from the round. All other statuses will qualify an application for the round.

  • Draft
  • Ineligible
  • Incomplete
  • Archived

All Submitted Applications with Completed Recommendations: 

Select “All Submitted Applications with Completed Recommendations” when you need all applications that were submitted to your program with recommendations completed by a third-party contributor reviewed.  


When this option is selected, you will enter the number of required recommendations an applicant needs in order to qualify for the round. For example, if your application requires two completed recommendations per applicant, you will enter “2” in the text field. 


This is a great option if you wish to open your review round to reviewers prior to your program application close date. When this option is selected, as applications qualify, they will be automatically added to the round. 



In the example above,only applications that are submitted and have 5 completed recommendations will be in this review round. 


Select Applications: 

If you are using a unique set of criteria to determine who will be reviewed in the round, use the “Select Applications” option to add the qualified applications to the round. 


To add an application to the round, simply search for the application by application code, first name, or last name then click “+ Add” to add them to the round. 




You can also bulk add applications to your round by clicking “Bulk Code Entry”. This will display a modal where you can copy and paste a list of application codes to add to the round.  




If you are selecting applications for the round based on previous round scores, you can also view & sort by total or average scores and select the top applications. 


As applications are added to the round, you will see the total application count update in the “Applications Added” filter. Click this filter to view only applications added to the round.