Review Groups add flexibility to the review process by allowing you to share scores across scholarships in the same group. The article below includes a full overview of this feature. If you'd prefer to learn about a specific step, feel free to click the links below:

Configure Review Groups in the Review tab (left navigation menu).

To create a new Review Group, navigate to the Review tab and click Add New in the upper right-hand corner of the screen.

The Details tab appears, allowing you to start building your review group. Begin by entering a name for the group in the Review Group Name field.

Next, select which scholarships to include in the group. Click the Scholarship(s) field to view your list of scholarships, then check the checkboxes for those you want added.

As you add scholarships to a review group, they will be removed from the dropdown (since they cannot be added to more than one group). Click Save to create the review group.

After you create the Review Group, you'll see additional tabs where you can configure its options—including Rubric Setup, where you can add optional instructions for your reviewers (such as a scoring rubric) that they'll see during scoring.

If you created the review group by mistake and need to delete it, on the Details tab of the review group, you'll find the Delete button under the list of scholarships that you've assigned to the review group.

The Question Visibility tab allows you to hide applicant names and specific application questions from Reviewers within the selected review group. To access this tab, head to the Review tab and select a review group of your choice.

Checking the checkbox next to a question or an entire application section makes it visible to Reviewers; anything left unchecked stays hidden. Changes save automatically—no need to click Save.

Reviewers use score cards to evaluate and score the applications they review. Select a review group (via the Review tab) and click the Rubric Setup tab to start creating scoring criteria.

To create a score card, click For Manual Review under the Create New Card section. Enter your Score Card Name (e.g., Financial Need) and a Points value (e.g., 5), then click Save to save your new score card in the review group.

You can add as few or as many score cards as you'd like, which will all populate under the Score Cards list, along with a running total of points.

To remove a score card from a review group, expand it and click the Delete button.

Use the Reviewer Assignment page to add reviewers to a review group and decide which applicants each reviewer scores.

To get started, go to Review, open a review group, and click Reviewer Assignment in the menu beside the group.

First, add the reviewers. Click into the search field under Reviewers. A list of eligible staff is displayed. Scroll through the list or start typing a name, then click Add next to each reviewer you want in the group.

Next, choose how applicants are matched to your reviewers. Under Assignment strategy, select one of the three options:

Selecting a strategy creates a draft and nothing changes yet. For All reviewers and Random, a message shows how many assignments will be created. Click Review & apply to apply the strategy, or Discard to cancel. For Manual, click Save strategy.

The row of numbers below the strategy shows Coverage, Fully covered, Needs reviewers and Reviews completed, so you can see at a glance how many applicants still need a reviewer.

Applicants who still need reviewers are listed under Needs reviewers. With Manual (or to adjust any other strategy), check the box next to an applicant, then click Assign to reviewer. To select everyone in the list, check Select all. To let the system spread the remaining applicants across your reviewers, click Auto-assign remaining.

Click the name of the reviewer who should score the selected applicant(s). A reviewer who already has all the selected applicants is not available.

The applicant leaves the Needs reviewers list, and the Assigned count for that reviewer goes up.

To see or change the applicants assigned to a reviewer, click the side panel icon in that reviewer's Actions column. The panel shows how many applicants are assigned, completed and pending, and lists each assigned applicant.

To unassign an applicant, check the box next to their name and click Unassign selected. The applicant returns to the Needs reviewers list. To take a reviewer out of the group altogether, click Remove reviewer from group at the bottom of the panel.

This tab lists all applicants in the review group who need to be scored or are currently being scored. An applicant appears here once, even if they applied to one or more scholarships in the review group. Expanding an applicant shows their average score and a per-criterion breakdown, along with a Deny action that marks them denied for every scholarship in the group still in a neutral status.

Reviewers can access only the applications assigned to them.

Under the Question Visibility tab in a review group, you'll find the option to display the applicant's full name to Reviewers.

List of applicants with blinded names:

List of applicants with their full names displayed:

In order for Reviewers to score applicants, upon logging in, they will need to select a review group; there, they will find a list of applicants they were assigned to.

Once they select an applicant, they'll have access to all application questions visible to them and the score board. Their score board includes an optional notes section. Once they finish scoring an applicant, they can click Next Applicant or the Next button.

On every applicant's page, they will also have access to the Instructions tab, where they can read the scoring instructions you've provided.

If you would like to impersonate a Reviewer user, click here to learn how.