Contributing to a Submission

  • How to Access a Workflow Submission

    You can access the Workflow Administrator Certification videos here. When the Workflow process launches, tasks are created and await the attention of the faculty subjects who will submit their materials. The faculty member can access these tasks two ways: Through the email that was generated when the process launched. The Schedule controls whether this email ...

  • Submitting to a Workflow Process

    You can access the Workflow Administrator Certification videos here. Once users access their tasks in Workflow, they can complete the form and submit all the necessary materials. The submission forms available to subjects are customized for each specific process and step by the Workflow Administrator. Certain fields may be set as required. This is a configurat...

  • Reviewing the Status of a Workflow Submission

    You can access the Workflow Administrator Certification videos here. After participants have submitted their materials to the next step in the process, the task will move from the Inbox to the History section of the screen. Here, faculty can check the status of their submission, and depending on the form visibility settings, review the content of the submissio...

  • How to Access Workflow Submissions for Review

    You can access the Workflow Administrator Certification videos here. Much like the access options for subjects, reviewers can access their tasks two ways: Through the email that was generated when the last step was completed. The Schedule controls whether this email notification is sent. By logging into Faculty Success directly. When a submission is ready for...

  • How to Review and Contribute to a Submission

    You can access the Workflow Administrator Certification videos here. When opening an active task, reviewers can see the materials submitted by all prior participants. Because of the sensitive nature of review materials, users cannot download, print, or modify any of those materials. Once reviewers have taken time to review the submission and formulate their th...

  • How to Review and Contribute to a Submission for Committee Steps

    You can access the Workflow Administrator Certification videos here.   For Workflow steps with a committee role group, the end user experience varies between committee chairs and committee members. When opening an active task, both committee chairs and committee members can see the materials submitted by all prior participants. Committee member experience Emai...

  • Using the History Table to Access Review History or Recall a Submission

    You can access the Workflow Administrator Certification videos here. After reviewers have advanced the process to the next step, they will see the task move from the Inbox to the History section in Workflow. There, reviewers can see where in the process the submission stands as it advances through each future step, and depending on the form visibility settings...

  • User Experience: External Reviewer

    When an External Reviewer clicks the link from their invitation email, they are taken to a landing page to Accept or Decline an invitation. The subject they are being asked to review is included on this landing page. If an External Reviewer Declines an invitation, they are able to change their mind at a later date and Accept an invitation previously declined. If an invi...

  • User Experience: Approving Suggested Reviewers

    Approval Process for Suggested Reviewers A new section/experience has been created for External Review step types - “Aggregated External Reviewers”. This section will collect responses to “External Review” fields from all prior steps. These suggested reviewers will be grouped by the step that suggested them. Each suggested external reviewer can be either Skipped or Appr...