In the review process of many opportunities, there are different reviewers, assigned to different routing steps. However, there are instances when an organization may want to employ a similar review process twice: Once before a meeting and once after.


For example, a reviewer may complete a first-round review, with preliminary ratings and a summary statement for each application, before meeting with a panel of other reviewers to discuss applications as a group. After that meeting, the reviewer may decide to update their initial review.


In cases like these, where the same reviewers participate in both review rounds, Administrators have three options to consider when creating routing steps.


Option 1: One Routing Step (Reviews Saved as Drafts)

This option allows reviewers to make edits before submitting their review assignment(s), but it does NOT capture preliminary reviews separately. Only the submitted review data is captured in InfoReady.

  • Have one routing step but instruct reviewers to save reviews as drafts before the meeting.
  • Administrator should include detailed Routing Step Instructions (Reviewer Instructions) advising reviewers not to submit their reviews before the meeting.
  • After the meeting, reviewers can go back to their reviews and fully submit.


Option 2: One Routing Step (Submit, Delete, Re-assign Reviews)

This option allows Reviewers to make edits after previously submitting their reviews. Their prior review content will show in a "draft" state for them to make edits as needed.

  • Have one routing step and advise reviewers to submit their reviews before the meeting.
  • After the meeting, reviewers wishing to edit their reviews would contact the Administrator, or all reviews can be re-opened.
  • The Administrator would then delete and re-assign review assignments for these specific reviewers, following the steps to Return Review for Edits.
  • Before deleting the previous review assignment, Administrators should download an opportunity-level report, for historical purposes: List of Opportunity-Level Reports (Excel).
  • Administrators could choose to delete a review in one of two ways:
  • Administrators could choose to re-assign a review in one of two ways:
Note: When reassigning, the Administrator may edit the review request email to the reviewer(s) to clarify that the review is re-opened so they can edit.


Option 3: Two Routing Steps (Pre-meeting and Post-meeting)

This option provides reviewers a new blank form to fill out, separate from their initial form/review.

  • Create two separate routing steps: (1) Pre-meeting Routing Step and (2) Post-meeting Routing Step.
  • Both routing steps will be the same, except for the titles.
  • In Routing Step 1, it is important to mark the box “Runs concurrently with following step."
  • The Administrator will assign all reviewers to Routing Step 1 but will only assign those who want to submit a new review to Routing Step 2.
  • When assigning reviewers to Routing Step 2, Administrator should edit the language of the email, to clarify that this is a second review assignment for the same application, as requested.
  • Reviewers who want to send a new review will submit two reviews. The data from each review will be accessible on opportunity-level reports, as needed.


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.