Committee Routing Steps Overview

Are decisions regarding who is awarded in your opportunity made after a committee discussion during or after an in-person or video meeting? Does your organization prefer to have one person manage application feedback, versus having multiple Reviewers submit their reviews electronically? 


If so, Committee Routing Steps may be a good fit for your process. They are a way to share applications with committee members without having to assign reviews to each committee member.

  • Administrators will designate a single reviewer who will enter the committee's consensus decisions into InfoReady for each assigned application. By default, the email address of the administrator who owns the opportunity is listed as the designated reviewer (which can be changed up to the point when applications are assigned to the Committee Routing Step).
  • The designated reviewer and administrators will be able to email a "Committee Review Packet" to committee members through the InfoReady platform. The packet is one PDF and contains applications, accompanying files and reference letters, previous reviews (if allowed), and score sheets.
  • The default reviewer can enter application decisions in InfoReady at any time. They may gather the feedback from the committee members during a live meeting, or via email outside the system.

Two Types

  • Committee Approval (illustrated below) - For documenting a "Yes" or "No" type of decision (Administrators can customize the two response choices)
  • Committee Ranking - For ranking a group of applications compared to one another 
Note: If you use some type of committee for your review process, you don't necessarily need to use Committee Routing Steps. For example, you could use a Approve/Do Not Approve step if you needed individual committee members to each fill out a specific approval form with comments.

How to Use a Committee Approval Step

1. Choose Committee Approval from the Routing Step Type dropdown menu.

2. If known, choose a review deadline. You can always adjust the deadline later. Learn more.

3. Verify and/or edit the default reviewer's email address.

  • The owner is automatically set as the default reviewer, but it can be edited to someone else, like a Committee Chair.
  • After an assignment has been made to any application for this routing step, the default reviewer cannot be changed.


Administrator view of routing steps set up page

3. Edit the label(s) and to clarify the review form for the default reviewer. For example:

  • Edit the first sentence to clarify that the entire committee's consensus should be entered.
  • Edit "I Approve" and "I Do Not Approve" to any pairing that makes sense, like "Committee Sends Forward" and "Committee Rejects".
  • Edit the line above the comment box to encourage comments on why the decision was made by the committee. This is especially important if you'd like to share that feedback with applicants later.

Administrator view of routing step set up

4. Assign the default reviewer individually or in batches. Double check the email address, and then click Send.


Assign Reviewers modal with Send button outlined in red.

5. The default reviewer can open any review assignment to click the Email Committee Packet to Committee button.

  • They don't have to complete reviews at that time.
  • They can return to InfoReady when they're ready to input the decisions and comments.


Email Committee Packet to Committee button outlined in red

6. Review and send the packet.

  • The default reviewer's email address will show in the "To" field. 
  • Add more email addresses in the cc or bcc lines if needed.
  • Review the message and edit if needed.
  • Click Send Packet to Committee button.


Send Committee Packet modal

Here is a sample of what the email to committee members looks like. They can download the PDF packet attached to the message.

Sample email

The Committee Packet

  • The PDF will contain a cover sheet, followed by a table of contents to help the committee members navigate the submissions. 
  • Score sheets are listed after each individual submission, if reviewers would like to use them.


PDF sample


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.