Assign, dispatch, and manage reviews

System Administrators, Research Information Administrators, and exercise unit managers can assign and dispatch reviews once an item's nomination has been accepted.  Reviews can be assigned and dispatched at any point when the item is in the following statuses:

• Nomination accepted

• In review

• Pending outcome

These users can also perform a number of other actions on the Manage unit screen:

• Submit review

• Decline review

• View / edit review form

• Delete review

Note that reviews cannot be dispatched until a review form is configured for the exercise.

After selecting the 'Assign reviewers' action, you can select which users you would like to assign a review to - multiple can be selected in a single action (either from the reviewer pool (if set) or any other user in Elements).  

Once all desired reviewers have been selected, select 'Preview assignments'.

You can then review the assigned reviewers and then either:

• Save and dispatch

  • Will create the assigned review(s) and dispatch them to the named reviewers

  • The review(s) will be created in the 'Pending review' state

• Save only

  • Will create the assigned review(s)

  • The review(s) will remain in 'Assigned' state and not visible to the reviewer until dispatched

• Back

  • Return to the Assign reviewers step, where you can remove any of the assigned reviewers or add new ones

Assigned reviews can be dispatched using the 'Dispatch' action (if not already dispatched at the point of assignment).

Additional notes:

• An item's evaluation status will remain 'Nomination accepted' until at least 1 review is dispatched.  

• Reviewers can only submit reviews assigned and dispatched to them.

• Reviews are visible only to the assigned reviewer, and only once dispatched to them.  They are not visible to any of the item's linked authors or other reviewers.

• Dispatched reviews are only visible to reviewers for non-Draft exercises.

• There is no limit to the number of reviews that can be assigned per item in a Unit.

• Once a review has been assigned to a reviewer in a Unit, additional reviews for that item cannot be assigned to that same reviewer again in that unit (unless that review is deleted)

Bulk actions are available upon selecting at least one item.

You can assign reviewers for 'Accepted', 'In review' and 'Pending outcome' items.

After selecting the 'Assign reviewers' bulk action, you can select which users you would like to assign reviews to - multiple can be selected in a single action (either from the reviewer pool (if set) or any other user in Elements).  

Once all desired reviewers have been selected, select 'Preview assignments'.

You can then review the assigned reviewers and then either:

• Save and dispatch

  • Will create the assigned review(s) and dispatch them to the named reviewers for the selected items

  • The review(s) will be created in the 'Pending review' state

• Save only

  • Will create the assigned review(s) for the selected items

  • The review(s) will remain in 'Assigned' state and not visible to the reviewer(s) until dispatched

• Back

  • Return to the Assign reviewers step, where you can remove any of the assigned reviewers or add new ones

Notes:

• Reviews can only be assigned for 'Accepted', 'In review' and 'Pending outcome' items - if your selected list includes no items in these states, you cannot perform the Assign reviewers action

• Reviews can only be assigned for 'Accepted', 'In review' and 'Pending outcome' items - if your selected list includes any other items they will be removed from the action

• Where a user has already been assigned a review for one or more of the items included in your selection, you will be notified and an additional review for that reviewer will not be assigned where one already exists for an item.  You can review all resulting assignments in the 'Preview assignments' modal prior to committing the action.

• Where a user has already been assigned a review for ALL of the items included in your selection, you will not be able to assign them again.

You can dispatch reviews for any items that have existing reviews in the 'Assigned' state.

After selecting the 'Dispatch reviews' bulk action, you can preview a summary of the action about to be performed before actioning it.

Notes:

• Reviews can only be dispatched for items that have at least one review that is not yet dispatched - if your selected list includes no such items, you cannot perform the Dispatch reviews action

• Reviews can only be dispatched for items that have at least one review that is not yet dispatched - if your selected list includes any other items they will be removed from the action

Reviewers can submit or decline assigned reviews as described in the 'Review items in an Item evaluation exercise' support article.  System Administrators, Research Information Administrators, and exercise unit managers can perform those same actions, and more, on the unit management page.

Where a review's status is 'Pending review', you can submit the review on the reviewer's behalf.  Selecting 'Submit review' will open the review form for you to complete.  

Where a review's status is 'Pending review', you can decline the review on the reviewer's behalf.  

Selecting 'Decline review' will open a modal where you can provide the reasons for declining the assigned review.

Where a review has been declined, the submitted reasons are visible via the 'View decline reasons' action.

Where a review's status is 'Complete', you can view and edit the review form via the 'View review form' action.

At any stage, you can delete a review. The action cannot be undone, but a review can be assigned again to that same reviewer in future if desired.

If the review was Complete, deleting the review deletes the review form.

If the review was Declined, deleting the review deletes the decline reasons.