Page History

For each proposal,

1. Go to Full Proposals > 90-2, and click the button: 'PDF: All parts for this proposal, incl. budget worksheets'. This triggers creation of a folder on the user's desktop named for the related Proposal ID, into which the system deposits the full proposal coverpage(s), 90-2, narrative, budget worksheets, project time schedule, subcontract materials, support letters and CV / resumes.
2. Use a program like Adobe Acrobat to compile all of these pdfs into a single pdf named for the related Proposal ID (e.g. 'Bray_1234.pdf').
3. Go to Full Proposals > Files, and upload the compiled full proposal pdf via the blue upload button. The uploaded full proposal will become available to PIs via the Control Panel, eSG Admins via the Administrative Review web interface, and to peer reviewers in the Peer Review web interface.
4. At the top of Full Proposals, toggle the 'Accepted for Review?' to 'Yes'.

Add / Edit Reviewers

• Go to Reviewers > Suggested.  These reviewers were suggested by PIs during the pre-proposal submission phase.  To promote a Suggested Reviewer to Reviewer, click the 'Promote to Reviewer' button.  This will move a Suggested Reviewer's information into the Reviewers table.
• Add additional reviewers as necessary. At a minimum, the following fields must be populated when adding a reviewer: last name, first name, email, and password.
• Add the role of 'Peer Reviewer' via the Roles list at top-right. For a description of roles, see Pre-Proposal Review: Setting-up Reviewers...

Assign Peer Reviewers to Full Proposals

• Select the Assignments tab.  To assign a reviewer to a specific proposal (among active calls and proposals accepted for review), click the green [+] button beneath 'Assigned Full Proposals for Peer Review', and select the proposal via the drop-down that appears.

Email Reviewers

• Use the email template 'announcement of peer review process', which includes reviewer-specific login privileges and peer review instructions. Customize this template if necessary. [ see General FMP Information - Email Tool ]

Viewing

Reviews are viewable via the or FMP, as they are added by reviewers. Only full proposals whose "Accepted for Peer Review?" field is set to 'Yes' will appear in this interface. The Admin Review web interface shows reviews by proposal, while FMP shows reviews...

• when browsing by proposal
• by reviewer
• as a list via Reviews (which includes the Rating of Review field supporting Reviewer evaluation, found in Reviewers > Evaluation)
• via Reports > Review Reports.

Retrieving

You have several options for retrieving pdfs of peer proposal reviews:

1. By Proposal :
   1. : click 'View Peer Reviews / Rebuttals' for a full proposal, and then export or print the pop-up window as a pdf 
   2. FMP > Full Proposals > Reviews: Click 'View: Peer Reviews (this proposal)' and then 'Save as PDF'.
2. By Call, sorted by Proposal or Reviewer : FMP > Reports > Review Reports: Select call, then click either
   1. 'View: Peer reviews, by proposal', or 
   2. 'View: Peer reviews, by reviewer'
      and then 'Save as PDF'.
3. By Review : FMP > Reviews: Switch to Form View of desired review and then save as PDF via the FMP main menu.

Review Tracking Grid

For a description, see Pre-Proposal Review: Tracking Grid...

Reviewer Evaluation

For a description, see Pre-Proposal Review: Reviewer Evaluation...