MC | Review Panel: Setup Instructions

Review Panel is a one-stop shop for collecting submissions and giving reviewers a place to review, comment on, and rate them. For more details, see MC | Review Panel: Everything You Need to Know, or book a demo.

Building the form and collecting submissions

Review Panel uses the form builder. Add a Review Panel section to a standalone form or to a conference or event form. This section is where you collect the data that Reviewers and Review Leads see.

Adding the Review Panel section

1. Go to Forms > Form List.
2. Create a new form, or edit an existing form.
3. In the Add Form Elements section, select the Presentation tab.
4. Add the Review Panel Section to the form.

   

5. Select Properties on the Review Panel section.

   

In the properties, enter a name in the Name field. The name displays to submitters who complete the form. Then set the permissions for the groups that can see this section when completing the form. This is usually all groups, including Prospect.

Configuring review settings

Select Edit Settings to open the Review Panel Configurations, where you set these options:

• Review permissions: Add the groups for Reviewers and for Review Leads. These groups determine who can see the submissions.
• Content: Show or hide form fields and submitter names for Reviewers. Review Leads can see submitter names even when Show submitter names is cleared.
• Scoring: Enable scoring and choose a scoring method.
• Commenting: Enable commenting and choose who can comment and view comments.

Scoring methods

Each scoring method works differently:

Any scoring method supports up to 5 categories. Reviewers give an overall score in addition to individual category scores.

Commenting options

Choose who can comment and who can view comments:

Key notes

• Include in the Review Panel section any form field that you want Reviewers to see.
• Every Review Panel submission has a Submission Category and a Submission Title. The table that follows describes them.
• Include the Name built-in attribute to make sure each submission has a name.
• Use the Review Panel File Upload field to collect attached documents.

These form elements are important in a Review Panel form:

When your form is ready, link to it from your website or emails the same way you link to any other form. Use Menu items or Inserting links into articles, events, and messages.

Enabling your review committee

Reviewers and Review Leads need a menu item as their access point to review submissions. Create a menu item with permissions for Reviewers and, if applicable, a second menu item for Review Leads. A user can hold both roles. Set up a separate menu item for each role and configure the permissions for each.

1. Create a menu item.
2. Under Other, select Review Panel for Reviewers or Review Lead for Review Leads.

   

3. Set the menu item permissions for the groups in that role.

   

Reviewers and Review Leads can visit your website to review submissions. Their access depends on the permissions in the Review Panel section and the menu items you add.

Reviewers select a Submission Title to open an individual submission. What reviewers see and do depends on the settings you configured. These examples show each scoring method.

Review Leads see each submission’s average score and the reviewer comments, and can create, apply, and manage labels. Review Leads use labels to build sessions, identify winners or speakers, and help admins prepare for their event or conference.

Viewing review results

When the review process is complete, view the results on the admin side:

1. Go to Forms > Form List.
2. Select the number in the Submissions column to open the Submission List.
3. Select the Review Panel icon. The Review Panel List opens.

The Review Panel List shows the total comments, the average score for each submission, and any labels that Admins or Review Leads applied. Tag submissions and export these files: