Creating a Review Form

Before reviewers can conduct a review, there needs to be a form associated with the call. Review forms are meant to assess the validity of submissions as well as add any additional comments they may have on any given submission.

Contents

• Creating the Custom Form
• Assigning the Custom Form
• Conclusion

Creating the Custom Form

1. From the Event Dashboard, navigate to Advanced > Custom Forms
2. Above the Custom Forms table, select Create

3. Under the Name field, enter the name for your survey
4. Under the Category field, select General Survey
5. Under Description, enter a description for your form
6. Select Add Question to create your custom questions
7. Please refer to our Using Different Question Types for Custom Forms article for more information on the different Question Types available.
8. Once all your questions have been created, select Save Changes to save your form

Quick tip - you can have different custom forms for different calls. This is useful for separating reviews from different forms.

Assigning the Custom Form

Once the form is created, you can assign the form to the Call.

1. From the Event Dashboard, navigate to Proposals > Calls
2. Select the proposal you wish to assign the form to
3. Navigate to the Review tab
4. Under the Custom Form field, select your custom form
5. Select Save Changes

Conclusion

Creating and assigning a custom review form is a key step in preparing for the proposal review process. By customizing questions and linking the form to the appropriate Call, you ensure that reviewers have the tools they need to provide meaningful feedback and evaluations. Remember, you can create different forms for different Calls to keep your reviews organized and tailored to each submission type.