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How to Set Up Review Guidance and Feedback

Here's how to set up the different rules and settings for each review

Oz Osbaldeston avatar
Written by Oz Osbaldeston
Updated this week

Once you have created your Review Panels for your different projects and assigned them to the correct Stage, you should next configure the settings for this panel.

How to Set Up

Follow these steps to configure the rules and settings:

  1. Navigate to the Project where the review panel has been created and select Project Settings > Reviews

  2. Select the Review Panel you'd like to edit.

  3. Select the tab Guidance and Feedback

  4. Review Guidance - Firstly set the instructions for your reviewers/judges. These will display at the top of the feedback form for the reviewers, reminding them of what criteria they should be looking for when making their assessment of the submitted material.

  5. Number of Reviews - Set your minimum and maximum number of reviews required for each submission. If you have a review team of 10 judges, for example, you may only need 5 reviews to make an informed decision on the submission, so you'd set the minimum to 5. Once 5 reviews have been received, the review process will be marked as complete. Alternatively, you may want to limit the number of submissions you receive and can therefore set the maximum amount e.g 8 submissions.et the different feedback options. See below for more info on this.

  6. Feedback Due Date - When enabled a due date will display to the reviewers in the panel. This date will display to the reviewers in a countdown format to remind them when their feedback needs to be in by. There are two options to set here:

    • Set a specific future date
      Ideal if you already know when reviews must be completed.

    • Set a number of days from when submissions are sent
      Perfect for rolling or ongoing submissions, where timing varies.

  7. Numeric Rating - When enabled, your reviewers will be able to input a numeric score for this submission. You can set both a minimum and a maximum number here. Keep this consistent across all your projects (e.g 1-5 or a 1-10 rating system).

  8. Voting Options - When enabled, your reviewers will be able to vote. There are yes and no options created by default; however, you can add your own here and customise accordingly. For example, you might want to add "unsure", "undecided" or "maybe" as extra options.

  9. Comments - When enabled, your reviewers will be able to add their own comments for additional feedback and context. Give the section a title and add some instructions on the type of comments you would like to receive.

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