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The Reviewer Portal Add On controls various settings with the Reviewer Portal. It is important to understand how the Reviewer Portal works and what options are configurable. Please see this Fluxx article for an overview of the Reviewer Portal. Please see the screenshot below for highlighted items from the Add On and beneath the screenshot for descriptions of said items.

  1. Box # 1: Shows the Reviewer Portal Add On as currently selected. You can tell which Add On you currently have selected from the slim green line that appears to the LEFT of the Add On name.
  2. Box # 2: Shows three checkboxes that toggle pieces of functionality for the Reviewer Portal:
    1. Enable New Reviewer Portal: Checking this box will turn on the current Reviewer Portal functionality (ensuring that what users see in the Reviewer Portal is based off of the Dashboard Template that you have set to be the Review Portal's view). Leave this checked as the WPP exclusively uses the New Reviewer Portal (and has trained staff and end-users on the new portal, not the old one). The New Reviewer Portal is the one that allows for dual-screen reviews (i.e. those where the application appears on the right-hand side and the Review Form appears on the left-hand side).
    2. Enable Conflict of Interest Flow: This allows for use of the Conflict of Interest component and will send the review to a status of "Conflict of Interest (COI)" if the review checks the checkbox that they do have a Conflict of Interest reviewing the grant application in question. Leave this checked as the WPP does use the Conflict of Interest (COI) workflow.
    3. Show PRI Requests in Reviewal Portal: If you would like to have Review forms for Program Related Investments (PRIs) seen within the Reviewer Portal, you should check this checkbox. The WPP currently does NOT use Program Related Investments at this time, so this checkbox can be left unchecked.
  3. Box # 3: Shows the Display related review records that are in the following workflow states selector. Check the boxes for the statuses (in Fluxx speak, states) you would like the related review records to show (i.e. 'New', 'Submitted', etc.). This means that if 'New' and 'Submitted' are checked, and your own review is in 'New' or 'Submitted' you will be able to see 'Other Reviews' that are in the states selected in the checkboxes seen in this box.
  4. Box # 4: Shows the Display "Other reviews" tab for review records that are in the following workflow states selector. Just as with the previous selector, check the boxes for the statuses (in Fluxx speak, states) you would like the related review records to show (i.e. 'New', 'Submitted', etc.). This means that if you check 'New' and 'Submitted', reviewers will be able to see other reviewers' reviews for that request that are currently in the 'Draft' and 'Submitted' state of the workflow.
    1. Example of what this can look like if any of these status boxes are selected:
    2. Image Added
  5. Box # 5: Shows the Bulk PDF Download - Snapshot Document Type (only when using ZIP format) dropdown menu. The Bulk PDF Download feature gives Internal Users and Reviewers the ability to download previously generated PDF Snapshots from multiple Grant Requests at once as a ZIP file. Each PDF Snapshot will be contained in its own related Grant Request folder. The WPP currently does NOT use this functionality; if you're interested in learning more about this, see this Fluxx article about how to set this up: https://fluxxdev.atlassian.net/servicedesk/customer/portal/1/article/1796113975?src=1379994231
  6. Box # 6: Shows the Cancel button. If clicked, the system will discard any unsaved changes to this Add On.
  7. Box # 7: Shows the Save button. If you want to keep any of the changes that you've made to this Add On, you must click the Save button to effectuate those changes. Otherwise, any unsaved changes will be discarded.

Other Add Ons

All of the other Add On menus have very short, relatively straightforward configuration options (and for the most part, the WPP doesn't use any of the other add ons). If you have questions about other Add On settings, you can try searching for information in the Fluxx Knowledge Base.