OTF Hypha Field Guide
Getting StartedExploreLeadBuild
  • What is Hypha?
  • 🚀Getting Started
    • Login
    • Your Profile
    • Create a user account
    • User Account Management
    • User Roles
      • Staff
      • Reviewer
      • Partner
      • Staff Admin & Admin
    • Two Factor Authentication (2FA)
      • Disabling 2FA
  • 🗺️Explore
    • Dashboard
    • Submissions
    • Application
  • 🏔️Lead
    • Update Status
      • Screening
      • Internal Review
      • Ready for Discussion
    • Filter
    • ✍️Communication
    • Assign or Change Leads
  • 📊Insights
  • 🧭Navigate
    • WagTail Navigation
      • Explorer Menu
        • Apply
          • Add Custom Email Message
        • Settings
          • Users
          • Groups
          • Reviewer Settings
          • Determination messages
          • Application settings
  • 🏗️Build
    • Setting up funds and labs
      • Select a Workflow
        • 💁‍♀️Request
        • 👩‍🦳Request with External Reviewer
        • 👨‍👩‍👧‍👦Request with Community Review
        • 💡Concept and Proposal
        • Copy a fund, lab, round
        • Edit a fund, lab, round
    • Types of Forms
    • Create a new application form
      • Application Form Checklist
    • Create Review Forms
    • Add Advisory Council or External Reviewer(s)
    • Create a new Round
    • Create a new Lab application
    • Publish a Fund & Lab
    • Create a Request For Partners (RFP)
    • 🛑Terms & Conditions
      • Acknowledgements
      • My OTF Login
  • 🍎Tutorials
    • Concept Note Management
      • Step 1 - First Week
      • Step 2 - Second Week
      • Step 3 - Third Week
      • Step 4 - Fourth Week
    • Proposal Management
      • Invite to Proposal
      • Internal Review
      • Ready for Determination
        • Send message to applicant
        • Save Draft Determination
      • Advisory Council Review (External Review)
      • Ready for Final Determination
  • Glossary
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Add Advisory Council or External Reviewer(s)

PreviousCreate Review FormsNextCreate a new Round

Last updated 3 years ago

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An Advisory Council Member needs to have a user account and be designated as a ‘Reviewer’ in WagTail before this individual can be associated with or assigned to a Fund. This process should be carried out prior to rendering a proposal. Otherwise the individual Advisory Council Member would not be able to access or view the application.

Step 1: Add a user account and select ‘Reviewer’ as the role.

Step 2: The individual’s name should appear as a reviewer. Select their name to associate this person to the Fund or Lab.

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