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Set Up Review Rounds and Assignment Rules

review round ‧ blind review ‧ review assignment rules ‧ open review round ‧ review round failed to open ‧ catch-all rule ‧ reorder review rounds

On This Page
  • Where to Find It
  • The Settings
  • Assignment Rules
  • Opening a Round
  • Dependencies and Precedence
  • Change Impact and How to Revert
  • Permissions
  • Validation and Errors
  • Related

A review round is one pass of reviews within a review process. Each round has its own review form, blind review setting, and assignment rules that decide which abstracts go to which reviewers when you open the round.

Prerequisites

You need access to the event in the Events Console. Before you can save a round, the event needs at least one active review web form to choose from.

Where to Find It ​

Open the event, then go to Setup › Abstracts › Review Rounds. This page shows every round defined for the event's processes.

  • Create Abstract Review Round opens a blank round form.
  • Open a round from the list to change its settings, including its assignment rules.

The Settings ​

Setting Options Default Effect 
Name: Any text Empty Required 
ID: Suggested, upper case Suggested from the name, prefixed with the process once you choose one Required 
Status: Active, Inactive Active Controls whether the round is offered 
Review Processes: The event's processes Empty Required. Connects the round to one process 
Display Order: A number Empty Does not change where the round appears in the rounds list 
Select the Review Form: Your Rhythm account's active review web forms Empty Required. Sets the form reviewers complete for this round 
Enable Blind Review On, off Off Hides authors from this round's reviewers wherever the Portal review pages use this setting 
Review Assignment Rules (a table of rules) At least one None Decides which abstracts each rule's targets review when you open the round 

Tip

If you turn Enable Blind Review on or off after the round is open, reviewers see the change the next time they open a review page. A reviewer who already opened a page under the previous setting has already seen whatever the page showed at that time.

Assignment Rules ​

Each rule has a name, conditions based on the abstract's own fields, such as its type or a custom field, and one or more targets who receive a review when an abstract matches. Add Assignment Rule opens the dialog for one rule, and the edit icon on an existing rule reopens it.

Target Type What You Choose Effect 
Contact One Rolodex contact Assigns a review to that person 
Committee One committee, optionally narrowed to one position within it Assigns a review to every matching member of the committee 

Rhythm matches rules in the order they appear in the table. Rhythm marks the last rule in the list Catch-all, so write your most specific rules first and end with a broad rule for anything the earlier rules do not match. Use the up and down arrows on each row to reorder rules; each rule keeps its identifier, and its position moves with it.

Warning

You cannot save a rule unless it has a name and at least one target with its type chosen. Removing a rule from the table happens immediately, with no confirmation. If you remove one by mistake, cancel the round form without saving to get it back.

Opening a Round ​

Opening a round applies its assignment rules and creates a review for each matched target. From the rounds list, choose Open Round, pick the process, and choose a round that has never been opened. The dialog also shows which round of that process is currently open, if any.

Symptom Likely cause What to check 
Opening is refused with a message that the round has no assignment rules The round you chose has no rules yet Add at least one assignment rule to the round before opening it 
The dialog offers no round to open Every round of the chosen process has already been opened, or the process has none Create a new round, or reopen using a round that's still never opened 
Reviews were created under a different abstract type than you expected A process serving several abstract types sends only the first active type to the opening step Split abstract types across separate processes if each needs its own round-opening 

Warning

Opening a round is a one-way action for that round. There is no undo, and a round that is already open, closed, or failed cannot be opened again. If you need to run the same rules a second time, create a new round.

Dependencies and Precedence ​

  • A round belongs to one review process, which supplies the administrators who oversee it and the emails reviewers and submitters receive.
  • The committees and positions a rule targets, and any contact it names directly, come from your Rhythm account's committee and contact records. If a round still names one of those records, Rhythm refuses to delete it until you remove it from the round.

Change Impact and How to Revert ​

Cloning an event does not copy its review rounds or processes, so set both up again for the cloned event. Deleting a round also deletes every review made in it. There is no confirmation dialog beyond the delete action itself, so confirm you have the right round before deleting.

Permissions ​

You need access to the event in the Events Console to create, edit, delete, or open its review rounds.

Validation and Errors ​

  • A round needs a name, a process, and a review form before you can save it.
  • A rule needs a name and at least one target with a type chosen. If either is missing, saving is refused inside the rule dialog.
  • Deleting a round is refused while a dependent record, such as the review form, committee, or position it names, still exists and is itself protected from deletion elsewhere.

Related ​

  • Set Up Review Processes
  • Rules and Expressions Explained

Continue in This Subject

PreviousSet Up Review Processes

Related Articles

  • Set Up Review Processes

    Create the review process an event's abstracts are reviewed under, name the committees or positions that administer it, and customize its assignment and submission emails.

  • Search and Review Abstracts in the Console

    Find an event's abstracts by status or content, see counts at a glance, open one abstract's full page, and find a contact's abstracts and drafts from their record.

  • Priority Points Explained

    Priority points measure how much an organization has supported your association, and Events uses them to decide which organizations may buy exhibit booths first; points from a rule are recalculated automatically and cannot be edited by hand, but manually assigned points can be.

  • Rules and Expressions ExplainedPlatform

    Rhythm describes logic in two ways, rule sets you build from rows of conditions and expressions you type as short formulas.

On This Page

  • Where to Find It
  • The Settings
  • Assignment Rules
  • Opening a Round
  • Dependencies and Precedence
  • Change Impact and How to Revert
  • Permissions
  • Validation and Errors
  • Related
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