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Creating and Using Review Methods
If you're interested in using the review process for workspace requirement submissions, you can follow the steps below:
1. Log in to your account and click Workspace Tools on the left-hand side of the screen to access the workspace template.
2. Click on Tab 3: Review Methods tab.
3. Select Each Requirement Reviewed Individually. Click Save & Continue.
4. Click Assig...
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Creating Reviewer Groups
This video will show you how to manually create Reviewer Groups.
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View All Submissions by Workspace
When you select the View all Submissions link in the left panel of your home page, you are navigated to My Workspaces: a list of Workspaces in which you are enrolled as a Reviewer and/or for which you have Review Manager permissions. From here, you or begin Review activity.
Each Workspace is described by name and by the Workspace Template with which it is associated.
De...
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Search for Work
As a Reviewer, when using the View all Submissions link of your home page to view submissions by Workspace, you can search for work from a specific Participating Area or search for multiple Participating Areas.
To select a specific Participating Area
Enter Name (all or part) of the Participating Area in the box provided and click the Search button.
If more than one ...
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Review Submitted Work
To access a submitted Requirement, click Review. The system navigates to the Review area. In the Review area, there are two (2) tabs: View Work and Review History.
The View Work tab shows you work submitted by the selected Participating Area.
If a form is used as part of work submission, you are able to view the form in two (2) ways: Open Below and Open Full Size.
Op...
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Add a File to a Review
Reviewers may have the ability to add a file to their reviews.
Note: if the option does not display, your institution has decided not to use this feature for this particular workspace. This setting is made on a workspace-by-workspace basis.
The file can be shared with the Participating Areas and become a permanent part of the evaluation history and reports. If wor...
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Decide What to do With Review
When you reach the end of your review, you'll need to decide what to do with it.
Send Back for Revision
To give the Participating Area an opportunity to revise the work prior to scoring, click Send back for revision. When Send back for revision is used, the report is sent back as a provisional review.
When work is sent back for revision, depending on Workspace Enro...
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Cancel a Review
Reviews can be canceled from an account with “Oversee Reviews” permissions. (See "Q: How do I assign Workspace Manager and/or Review Manager permissions?"). To cancel a Review, please follow these steps:
From the Review menu in the left panel of the account home page, click the View all submissions link.
Click the Manage reviews link to the far right of the Workspace ...
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Calling for Additional Reviews
When an area has been reconciled and released, then the reconciled review must be canceled in order to have the option to call for an additional review. Please see the steps below:1. From the review grid, go to area where you'd like to call for an additional review and click View/Edit2. Click Cancel Reconciled Reviews. The Reconciled review will be cancelled - but the i...
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The Reconcile Review Area
At any time during the multiple review process, the Reconciler is able to access the reviews and decide whether additional reviews are needed or whether the item is ready to be reconciled. Whether you begin from the Reviews to be Reconciled link of the home page Review area, or locate items on the Workspace Review grid, the Reconcile button changes the status of that it...
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View All Reviews Requiring Reconciliation
If you are a Reconciler Reviewer for at least one Workspace, Reviews to be Reconciled is one of the shortcut link sin the Review section in the left panel of your home page. When you select this link, you are navigated to a work queue of all submissions that have been reviewed by multiple reviewers and now require reconciliation. This tabular display, based on your sear...
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Perform a Reconciliation
When a user with Reconciler Reviewer permissions clicks the Reconcile button for a submission on the Reviews to be Reconciled work queue or the Workspace Review grid, he or she is navigated to a Review area. Several of the buttons in the left panel of this screen can be used to access the work in a version of the side-by-side review display that enables you to perform a...
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Export Review Data
You can export data from the Items Requiring Review, Reviews to be Released or Reviews to be Reconciled grid to Excel spreadsheet, to save the results to your computer for archiving, or to conduct further analysis or manipulation of the information. You may opt to either immediately view the exported report on screen or save the file (without opening) to view or use at ...
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Anonymous Reviewers
The Anonymous Reviewers setting enables you to provide anonymous feedback for your participatingareas.
NOTE: This setting is only applicable if your institution is using the Review feature in AMS.
The Anonymous Reviewers setting is an “all or nothing” permission. This means that once you turn it on, the name on the account that gave formal feedback will be suppresse...
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My Workspaces: Overview
When you select the View All Submissions link from the left panel of your home page, you are navigated to My Workspaces: a list of Workspaces in which you are enrolled as a Reviewer and/or for which you have Review Manager permissions. From here, you can learn more about a Workspace, or begin Review activity.
To learn more about a specific Workspace
Click the Overview ...
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Workspace Review Grid
For the Workspace you selected, the Workspace Review grid displays the categories and requirements with statuses for each Participating Area that meets your search criteria. The same basic grid display is used whether you have accessed the page as a Reviewer (from the View and Review Submissions link) or as a Review Manager (from the Manage Reviews link).
Certain Status...
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Export View All Submissions Grid
You can export data from the View All Submissions work grid to Excel ,to save the results to your computer for archiving, or to conduct further analysis or manipulation of the information. You may opt to either immediately view the exported report on screen or save the file (without opening) to view or use at a later time.
Click Export to Excel.
An interim window loads...