OTF Hypha Field Guide
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  • What is Hypha?
  • πŸš€Getting Started
    • Login
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  • πŸ—οΈBuild
    • Setting up funds and labs
      • Select a Workflow
        • πŸ’β€β™€οΈRequest
        • πŸ‘©β€πŸ¦³Request with External Reviewer
        • πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦Request with Community Review
        • πŸ’‘Concept and Proposal
        • Copy a fund, lab, round
        • Edit a fund, lab, round
    • Types of Forms
    • Create a new application form
      • Application Form Checklist
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    • Add Advisory Council or External Reviewer(s)
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    • πŸ›‘Terms & Conditions
      • Acknowledgements
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  • 🍎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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  1. Tutorials
  2. Proposal Management

Advisory Council Review (External Review)

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Last updated 1 year ago

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As the proposal lead, you could change or reassign Advisory Council Reviewers of a submission.

An individual needs to have a user account on the platform, and be designated as the 'Reviewer' role for this account to appear on the 'Reviewer' drop down menu.

There are several different methods to assign a 'Reviewer' or someone from the Advisory Council to a proposal:

Method #1 - You can change the lead directly on the Round, Lab, or Fellowship application within Wagtail admin. Once these individuals have been selected, they will be automatically assigned to a proposal during the Advisory Council Review (External Review) workflow status. This means they will automatically have access to the proposal.

Method #2 - This could be changed for a single submission or multiple submissions as a batch action. Select a submission or multiple submissions via rounds (not all submissions). The option to change the Status, assign the Lead, or assign Reviewers should appear:

Method #3 You can change the lead directly on the submission by clicking on the lead button

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