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Overview

If a reviewer is unable, for any reason, to turn in their review via the Reviewer Portal, it is possible for Admin staff to enter the text and scores of the completed review from a document the Reviewer has sent. This is not desirable but sometimes necessary, and requires that the Admin log in as a specially created Contact consisting of the Reviewer's name and the Admin's (non-default) email.

Perform an Admin Review

A. Prerequisites

  1. Have an email (the 'shadow email') that is
    1. Not in the system
    2. Accessible by the Admin, i.e. the Admin has the ability to see any of the emails sent to that address

2. Have Reviewers last name and Type of Review on hand

3.  If the Reviewer couldn't log in because of duplicate contact-emails, you must first fix that problem as follows:

a) DELETE the email field of ANY other contact for the same REVIEWER

b)  Let the reviewer know you did this and get an alternate email for that contact, or merge the two Contacts into one

B.  Steps

  1. Create a new Contact with the same last name as the reviewer.
    1. Set the email to an email you have access to, 'THE SHADOW EMAIL'. This email should not already be in Blackbaud Grantmaking.
    2. Check the 'Access to Review Portal' box in the Contact form
    3. Consider giving a Due date that's similar to the other reviews, for searches
    4. Save and Close 
  2. Open the Request to be Reviewed
    1. Click Actions -> Manage Reviewes
    2. Add a new Reviewer, using Type of Review, e.g. Community, etc.
  1. As soon as you click OK on the above window, you should get an email to start a Review
  2. Go to Firefox ERS wpp.goreviewers.com,  click 'Forgot password'
    1. Shadow email will receive a link, go to it in the correct browser, set your password and security questions
    2. Once in the Portal, see the Review, cut and paste the Reviewers responses and scores, and Submit
  3. Merge the Contacts
    1. Find Contact last name
    2. Select Main and Shadow
    3. Click Actions -> Consolidate Duplicates
    4. Make sure the Valid Record is on the left:

WRONG

Click the arrow on the card on the right that you want to be valid

RIGHT



  1. IF THIS IS A CASE OF A STARTED REVIEW: Delete the In Progress Review
    1. Open the Request
    2. Click on Related Reviews to get the filtered form list
    3. Find the In Progress Review by the Reviewer just shadowed.

Note there will be a Submitted review by the same Reviewer.

  1. Select it and Delete it.
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