Page History

Full Proposal Panel Review includes the following steps:

1. Reviewers are added/edited, assigned to calls and emailed login and panel review instructions, via FMP.
2. Reviewers .
3. Reviews are viewed via the or FMP, and compiled via FMP for distribution.

Add / Edit Reviewers

• At a minimum, the following fields must be populated when adding a reviewer: last name, first name, email, and password (use blue [+] button to generate).
• Add the role of 'Panel Reviewer' via the Roles list at top-right, and set the role status to 'active'.

Roles are used for eSG system and organizational purposes. The following roles are used by eSG to permit access to web interfaces and SHOULD NOT BE ALTERED:

Pre-Proposal Reviewer
Peer Reviewer
Panel Reviewer
Admin
Sub-Admin

Other roles may be added and applied to reviewers, depending upon your program. For example, if you have two groups of peer reviewers, you'd assign everyone in the group to the 'Peer Reviewer' role, and then assign each group to its own organizational role.

Assign Panel Reviewers to Calls

• (from Reviewers) Select the Assignments tab.  To assign a reviewer to a specific call (among active calls), click the green [+] button beneath 'Assigned Calls for Panel Review', and select the call via the drop-down that appears.

Email Reviewers

• Use the email template customized for your program, which includes reviewer-specific login privileges and panel review instructions. [ see General Information - RFP - Email Tool ]

The presents to the reviewer all proposals assigned to them, including the compiled full proposal PDF uploaded by the eSG Admin, peer reviews (blinded), rebuttals, rebuttal supporting documents, and comments from other panel members regarding each proposal. Reviewers are able to access the Panel Review web interface only if they have active calls assigned to them.

Viewing

Reviews are viewable via the or FMP, as they are added by reviewers. Only full proposals whose "Accepted for Peer Review?" field is set to 'Yes' will appear in this interface. The Admin Review web interface shows reviews by proposal, while FMP shows reviews...

• when browsing by proposal
• by reviewer
• as a list via Reviews (which includes the Rating of Review field supporting Reviewer evaluation, found in Reviewers > Evaluation)
• via Reports > Review Reports.

Retrieving

You have several options for retrieving pdfs of panel reviews:

1. By Proposal :
   1. : click 'View Panel Comments' for a full proposal, and then export or print the pop-up window as a pdf 
   2. FMP > Full Proposals > Reviews: Click 'View: Panel Reviews' (blinded/unblinded) and then 'Save as PDF'.
2. By Call, sorted by Proposal or Reviewer : FMP > Reports > Review Reports: Select call, then click either
   1. 'View: Panel reviews, by proposal' (blinded/unblinded) and then 'Save as PDF'
   2. 'View: Panel reviews, by reviewer' and then 'Save as PDF'
3. By Review : FMP > Reviews: Switch to Form View of desired review and then save as PDF via the FMP main menu.

Review Tracking Grid

This feature (accessed via Reviews layout) lists scores/ratings, averages, and reviewers for submitted reviews in a 2D grid. Place the cursor over ratings to see the associated reviewer name.

Reviewer Evaluation

• Each review may be rated via the Reviews layout, or through the 'Reviews' tab of the Reviewers layout.

• Each reviewer may be evaluated or described using the 'Evaluation' tab of the Reviewers layout. You may include, keywords, comments about the reviewer and their performance, view the average quality of their reviews, and apply ratings.