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ReviewRoom has a number of advanced features and options that are designed to make the management of your online competition as easy and straight-forward as possible.
For example, applicants who need to complete the same tasks can be placed into the same applicant group. This way, you need only manipulate the tasks associated with that particular group and it will affect all members of the group.
Q: But what if you want to further divide your applicants? Is there a sub-group feature in ReviewRoom?
A: Yes — we call them categories. Here’s how they work..
Applicants may be assigned to only 1 group, but they can be assigned to 1 or more categories. This is very useful in cases where you need different members of a given applicant group to perform the same tasks, but to be treated differently in the review or analysis phase of your competition.
An Example Use Case
Let’s assume a business is hiring full-time and part-time employees. Both types of candidates will need to complete the same ReviewRoom tasks, such as uploading their resume. But it just so happens that part-time candidates are interviewed by a different member of the HR team than full-time candidates.
This means that all full-time applications need to be sent to one reviewer, and all part-time applications must be sent to another.
Couldn’t You Just Establish 2 Separate Applicant Groups?
Yes, that is one way to solve this problem. However, you will need to duplicate each task and build two workflows: one for the full-timers, and one for the part-timers. And should you need to make a change in your overall application process, you will need to modify two sets of tasks.
As you can see, this isn’t very convenient.
Categories Makes it Easier
Categories let you isolate different applicants for reviews, reporting and analysis.
Accessing the Categories Section
The Categories section is found in the Manage menu, beneath the Submissions sub-menu:
Summary
Use categories whenever you want to further sub-divide the members of a group for reviewer assignment or reporting and analysis. As you design your ReviewRoom, keep in mind that you cannot assign tasks based on categories, only groups.
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Last week we introduced the new role management features that are available to our ReviewRoom subscribers. This week we want to talk about a real life example of how this new set of features will soon be used by one of our customers.
To quickly recap, the role management ability in ReviewRoom gives your administrators the ability to add granular permissions and powers to select groups of users. This powerful new way of using ReviewRoom means that you can have “sub-administrators” who can have their own unique abilities without being given complete control over your ReviewRoom.
One of our customers is using this functionality in ReviewRoom to create something incredibly powerful.
This customer required a super user role to be created that would be granted the sole ability to create regular user accounts. These super users would be chosen individuals or organizations from across the United States who required the ability to manage their own independent sub-section of users. It was required that each super user must not be able to see, manage or control the user accounts that were created by other super users.
In essence, the flexibility and power of ReviewRoom allowed our customer to create independent competitions and application procedures that will all be sub-managed by individual super users.
Explanation of the above graphic:
The administrators, seen in our graphic at Level 1, required the ability to appoint special permissions in their ReviewRoom to a large number of individuals across the United States, called super users. These super users, seen in Level 2, would be given the ability to add new users to ReviewRoom, at Level 3.
Most importantly, super user “A” would not be able to access the user accounts that were created by super user “B”. ReviewRoom’s highly configurable platform allowed for this security requirement to be easily implemented.
ReviewRoom Can Work for You Too
ReviewRoom is an industry-leading platform for those needing online contest software, competition software, or if you need a modern solution for handling applications and review processes. Contact us today for a free trial account to see what it can do for you.
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You now have the ability to grant specific permissions to different administrators inside your ReviewRoom. This feature is a great way to split-up the workload between different people without giving away complete access to your data. You can give one administrator access to build and edit forms, and nothing else, while another administrator could be given the ability to create accounts.
In today’s blog post, we’re going to showcase this new feature and show you how to use it. But please be aware that your account will not have this feature enabled by default. Please contact your account manager to have it enabled before trying to follow the steps in this guide.
How to Access Role Management
Log into your administrator account on ReviewRoom and click on Manage admins beneath the Manage menu:
Understanding the Role Management Screen
Click to Enlarge Image
There are three main sections to the role management screen. Once you understand these three sections, you are well on your way to making the most of this feature.1. Grant Permission
If you click to select one or more administrators from the list, the Grant Permission drop-down will allow you to add specific permissions to them. This is quick and easy to do, but we will show you a more organized way to manage roles in a moment.
2. Remove Permission
Conversely, you can select one or more administrators from the list and remove permissions as well.
3. Create Role
This is the recommended method to manage roles for your administrators. Clicking on this button will bring you to a new screen that lets you select multiple permissions and assign a unique role name to them. You can then add one or more administrators to these roles for easier management of their abilities.
The ‘Create Role’ Screen
ReviewRoom makes it incredibly easy to create different roles for your administrators. Simply give the new role a name at the top, and then tick off each box to enable that specific permission or ability:
After you have saved your role, you will be returned to the Manage admins screen where you can easily apply roles to one or more administrators:
Summary
Be sure to contact your ReviewRoom account manager if you wish to add this useful feature to your account. If you are not currently a ReviewRoom customer, feel free to contact us to obtain an account. If you are looking for professional online contest software, ReviewRoom is your solution. We look forward to hearing from you!
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With ReviewRoom, you can easily create custom workflows for different applicant types. One of the easiest ways to achieve this is with our unique Triggers system.
Usage Example
For example: we’ll imagine that ReviewRoom is being used by a human resources manager who needs to collect applications for two types of jobs: full time positions and part time positions. We’ll assume that applicants to the full time positions will need to answer different questions than the part time applicants. And of course, we don’t want people who are applying to a full time job to see the part time tasks, and vice-versa.
You can use Triggers in ReviewRoom to only show the proper tasks to the proper type of applicant. This is a very powerful feature that makes your application process much more robust and professional. It’s also very easy to accomplish!
Overview
First, let’s break down the necessary steps. The human resources manager could create a simple form task with a drop down menu asking the applicant if they are interested in full or part time opportunities. Next, she would need to create at least two tasks: one for the full time applicant to complete, and one for the part time applicant to complete.
Note: For the purposes of this illustration, it does not matter what these tasks are, just that they should only be seen by the appropriate type of applicant.
The last step, which we will break down for you with images, is the creation of the triggers. Let’s get to it!
Create the Triggers
Log into your ReviewRoom’s administrator account, and go to the “Settings” menu group. Now click on the “Triggers” option which is located beneath the “Control” sub-menu.
Unless you’ve already created some triggers in your ReviewRoom, this list will be empty. Below is a screenshot of the 3 triggers we will be creating for our example:
The first trigger will hide both the full time and part time tasks. The second trigger will be programmed to reveal the full time task if the applicant identifies as a full time job seeker, and the third trigger will be programmed to reveal the part time task if the applicant is looking for part time opportunities.
Recipe for Trigger #1
The first trigger is created as such:
The Trigger interface was built to be very straight forward:
We can see that this trigger will be Activated When a new user registers.
The Conditions section tells ReviewRoom what needs to be occurring in order for the Actions to take place. In this case, we want ReviewRoom to take action when we’re in the Application round, and when we’re dealing with Job Applicants for our applicant group.
And of course, the Actions section tells ReviewRoom to hide both forms.
Recipe for Trigger #2
This trigger will check for a response of “full time” from the form “What type of job are you looking for?”, and reveal the appropriate task to the applicant.
Recipe for Trigger #3
This trigger will check for a response of “part time” from the form “What type of job are you looking for?”, and reveal the appropriate task to the applicant.
Summary
Thanks to the creation of these Triggers, a new applicant will only see the forms that relate to what they are looking for. Typically, triggers are used to automate administrative tasks, but this example shows just one way that they can be used to customize your user experience as well.
What Can ReviewRoom Do for You?
ReviewRoom is a highly configurable online platform that functions adeptly as contest software, grant management software or scholarship management software. Contact our experts today to learn how we can customize a ReviewRoom site for your unique needs.
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Monthly Archives: June 2012
Understanding Groups and Categories
ReviewRoom has a number of advanced features and options that are designed to make the management of your online competition as easy and straight-forward as possible. For …
Bulk Upload of Users Using our New Role Management Feature
Last week we introduced the new role management features that are available to our ReviewRoom subscribers. This week we want to talk about a real life example of …
Audit trails.
ReviewRoom automatically maintains audit trails of every activity that occurs in your competition. If ever the need arises, you can go back and see who did what, and …
Dedicated support.
If you ever run into any trouble, need any tips, or just want to chat, our ReviewRoom experts will be there to help. Day or night, you can …
Expert quick-starts.
Our brilliant Reviewroom experts will do all the set up work for you while acting as your main point of contact throughout your entire application process. It’s never …
Unrivaled security.
Sleep easy knowing that your data is safe & secure. Everything is stored on servers with biometric access controls, physical surveillance, redundancy, firewall protection and daily backups.
Custom branding.
You’ll have complete control over the look and feel of your ReviewRoom. Use an easy to use themer, or customize the CSS code (for the web designers out …
Live on the cloud.
All you need to use ReviewRoom is a web-browser (such as Internet Explorer or Firefox) and a connection to the internet. You don’t need any programming knowledge and …
New Feature: Role Management for Administrator Account
You now have the ability to grant specific permissions to different administrators inside your ReviewRoom. This feature is a great way to split-up the workload between different people …
How to use Triggers to Hide and Show Tasks
With ReviewRoom, you can easily create custom workflows for different applicant types. One of the easiest ways to achieve this is with our unique Triggers system. Usage …
