Tutorial 1 - Review Process Summary

Blackbaud Grantmaking: The Reviewer Portal At-A-Glance
Preferred web browsers: Internet Explorer & Firefox
Upon initially logging-in, you will be asked to set your password. Please keep this for your records. Password updates are required every 90 days.
The reviewer portal dashboard lists active, in progress and submitted reviews. Click “Active” or “In Progress” in the left navigation panel to see your current review assignments.

Open the review form for a particular application either by double-clicking on the summary box or by selecting the folder image within the box. The form includes instructions and fields to enter scores and comments by section.

To read the application, click “Documents” in the left navigation panel. Download the “Full Application” to open, save or print a PDF of the entire application.
To submit your completed review, click “Submit” in the right navigation panel. You may also print a copy of your review or email Tonya Mathison (tonya.mathison@wisc.edu) if you have questions or need clarification.
IMPORTANT: Your reviews are not automatically saved. “Save” your review often or “Save and Close” to come back to it later

Tutorial 2 - Reviewer Portal Overview

If you are a reviewer, then you receive a link to login. In case of password reset need, "Forgot Password" link can be used (as shown in the image below in the red box number 1).

The login page looks like the following image (image 1):

Image 1

After logging in, you will see the dashboard of the portal (the data is for display only and has no real value):

Image 2

Explaining the dashboard (image 2 above):

A card for each review will appear in the main section which is the middle of the screen. The pink box in the image (number 4) is one review card.

To open a review, click on the green box (number 2) which is an icon of an open folder.

After opening the review, you will have access to fields and documents (image 3):

Image 3

Documents can be reached by clicking the document menu item from the left hand menu bar (green arrow in image 3).

After the form is completed, it can be saved, but also submitted either by clicking submit from the right hand side (blue box number 6) or from the dashboard, by clicking on the checkbox of each review (shown in image 2, purple box number 3).

At any time, if needed to go back on the dashboard, click on the Blackbaud logo at the top left corner of the screen (image 1, orange box number 5).