The Review tab of the Data Grid displays both summarized and detailed information about routing steps and the review process.


Overview

  • Chart on the left displays summary of the number of applications in the review process by status.
  • Bar graph on the right displays reviews complete vs. incomplete by routing step. If your opportunity has more than 3 routing steps, you can select which 3 to show at a time.

Administrator view of Review tab. Overview outlined in red.

Routing Steps - Summary

  • Each routing step is displayed in a row with amounts and percentages comparing unassigned, complete, incomplete, and overdue.

Administrator view of Review tab. Routing Steps and Summary outlined in red.

Routing Steps - Details

  • Routing step names, types, and rating scales (if applicable)
  • Check this area before assigning any reviewers. Once reviewers are assigned to a routing step, the rating scales are locked from editing.

Administrator view of Review tab. Routing Steps, Details, and See All Rating Scales outlined in red.

Data Layout

  • Each review assignment is displayed in a single row, with the Reviewer column differentiating multiple assignments on one application.
  • Search, sort, or filter as needed to view review assignments in various ways.
  • If needed, use the columns dropdown to customize which routing step data is shown.
  • Click Download Grid to extract the current view of the Grid in Excel format.

Administrator view of Review tab. Reviewer column outlined in red.

Batch Actions

Administrator view of batch actions from Review tab. Application Actions: Assign Reviewers to Applications, Skip Routing Step, Award Applications, Reject Applications, Add a Note, Download Selected (PDF). Review Actions: Delete Review Assignments, Send Review Digest Email.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.