Create and Customize Reviews

Create a Review

Create a Review to ask for feedback from a user about a grantseeker's application.

1. From the App Launcher (), find and select Grants Management.

2. Click the Reviews tab.

3. Click New.

4. Enter a Review Name.

5. Select a Status.

6. Search for and select an existing Funding Request.

7. Enter a Due Date.

8. If you're also providing feedback and completing the Review, complete the Submitted Date and Comments fields.

9. If you're assigning this to a person who will do the review in the grants portal, set the Display Start Date.

10. Save your changes.

You can now customize the Review Workspace.

Customize the Review Workspace

Learn about how to create a customizable review experience for your users.

Set up your reviewer's workspace to include all the records, fields, and attached files necessary to complete a review of the Funding Request. The Review Workspace displays record data in real time.

1. Go to a Review.

2. On the Review Workspace tab, click Edit Workspace.

3. Under Review Field Set, make sure you select the appropriate review field set.

4. Click New Section.

5. Name your section, and select whether to expand the section by default and whether to include attached files from the record.

6. Select the record and fields to include in the section. Include fields from any object supported by the User Interface API except the User and ContentDocumentLink objects. Review the list of User Interface API objects in All Supported Objects.

   1. In Fields from, select the Funding Request record or another type of record related to the Funding Request.

   2. If needed, continue drilling down to other related records such as Applying Contact or Funding Program.

   3. Select the fields you want to include from the object's available fields and move them to Selected fields.

   4. Click Add or Done.

7. Some types of records, such as Requirements, have multiple records. Turn on Show record for all the records you want to include in the review.

8. If the record includes an attached file you want to include, turn on Show file.

9. Configure sections as needed by reordering them and deleting the ones that you no longer want.

10. Click Edit Section to change a section's settings.

11. When you're done, click Save Workspace.

12. Click the Details tab.

13. In Assigned To, find and select the reviewer.

    

    Note If you're assigning this to a person who will review it in your grants portal, wait to assign them until after you share the review and related records.

14. Save your changes.

15. If you need to use this same setup for another reviewer, click Clone and adjust the Review Details for the other reviewer.

The Review Workspace includes a side panel for the reviewer to fill out during the review. Customize the submitted statuses or the fields that appear in the side panel by updating the Reviewer Feedback field set. Learn more in Set Up Submitted Statuses or Manage Review Fields on the Review Workspace.

Share a Review

Collaborate with external users by sharing a Review with them. Sharing a Review grants Read or Edit access depending on the Review Access Level granted.

1. Go to a Review record.

2. Click , then select Sharing.

   

3. Select User, and then, choose the user to share the Review with.

4. Select a Review Access Level.

   1. Read/Write lets the user read and edit the review.

   2. Read Only lets the user see the Review record but not edit it.

5. Save your changes.

6. Repeat these steps for all the records related to the Review such as the Funding Request, Requirements, and any attachments.

7. In Setup, assign the portal user to the Grants Management: Review Workspace - Evaluate Funding Request permission set.