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 candidates who will submit their materials for review. The candidate can access the Workflow task one in two ways: The candidate can access the Workflow task by clicking the Submit Review Materials button or...

  • Submitting to a Workflow Process

    You can access the Workflow Administrator Certification videos here. Users will receive an email inviting them to access their Workflow task in order to complete their part in the process and submit all necessary review materials. Each step in the Workflow process that was created for the participants was customized by the Workflow Administrator. The Workflow ...

  • 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 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, both committee chairs and committee members can see the materials submitted by all prior participants based on how the Workflow Administrator configured the form's security.  Aside from this, the end user experience differs between the committee...

  • 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 candidate 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...

  • User Experience: On-Campus Reviewer

    Aggregated External Reviewers The "Aggregated External Reviewers" section is available during the External Review type step. This section will collect responses from all previous steps' "External Review" fields and will be accessible only to the on-campus reviewer. The on-campus reviewer is the owner of the External Reviewer step. External reviewers will be organized ac...