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  • Portal
  • Configure
    • Overview
    • Add Submission Pages to Portal Pages
    • Submission Types
    • Contact Details, Editing, and Confirmation Email for a Process
    • Review Buckets and Placement Rules
    • Build a Review Team from an Organization or a Committee
    • Submission Processes
    • Clone a Space
    • Scoring Criteria and Reviewer Instructions
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  3. Configure

Configure

Setup for Submissions: one article per setting group.

22 articles

All Articles

22 articles shown

  • Add Submission Pages to Portal Pages

    Place the Submissions and Reviews blocks — the form list, the submission form, and the reviewer and administrator screens — onto your Portal pages from the page designer.

  • Submission Types

    How to create and maintain the kinds of submission a space offers, including eligibility, the process each type uses, and the Console page layout for its submissions.

  • Contact Details, Editing, and Confirmation Email for a Process

    How to configure the extra options on a submission process: collecting contact or organization details before the form, letting submitters edit afterward, choosing a separate editing form, and setting up and previewing the confirmation email.

  • Review Buckets and Placement Rules

    Group a space's submissions into buckets such as tracks or categories, and have Rhythm place new submissions into the right one automatically with rules you order and a default for everything else.

  • Build a Review Team from an Organization or a Committee

    Make a review team follow an organization's contacts or a committee's current members automatically, and map contact roles or committee positions to reviewer roles, instead of typing a fixed member list.

  • Submission Processes

    How to create and maintain the processes that say how a submission of each type is made, including which web form members fill in, and why a process, its form, or its space cannot always be deleted.

  • Clone a Space

    Copy an existing space into a new one — for example, next year's conference from this year's — carrying its setup along while leaving its submissions and reviews behind.

  • Scoring Criteria and Reviewer Instructions

    How to define the questions reviewers score, how much each is worth, which rounds or buckets they apply to, and the instructions reviewers, review-team administrators, and declining reviewers see.

  • Create a Space

    Start a new space to collect Portal submissions or to receive copies of membership applications, certification applications, or accreditation reports, and understand which settings you choose up front.

  • Set Up a Review Team

    How to create, change, reorder, and delete a space's review teams, choose a hand-picked team's members and their roles, and build a team automatically from an organization or a committee.

  • Deleting Review Rounds, Buckets, and the Records They Depend On

    Why Rhythm refuses to delete a review round, bucket, team, form, or space while review setup still uses it, and what to remove first to make the delete succeed.

  • Status Reasons

    How to create, rename, and delete the status reasons staff can attach to a submission's status, the one shared list used by every space in your account.

  • Edit, Close, and Delete a Space

    Change a space's status or page layout after it is created, and understand what has to be removed before Rhythm lets you delete a space.

  • Set Up Reporting Access and the Dashboard

    How to give staff access to the Submissions Query Center, what the Overview dashboard shows, and how to open the dashboard builder to customize it.

  • Choose Which Records a Mirrored Space Receives

    Narrow which membership applications, certification applications, or accreditation reports flow into a mirrored space, by program, type, package, chapter, a rule set, or an expression.

  • Portal Form Space Settings

    Every setting that controls how a Portal-form space appears to members and who may submit to it — ownership, wording, dates, visibility, eligibility, submission limits, and editing rights.

  • Set Up the Review Form and Review Center

    Relabel or restrict the recommendation choices reviewers see on a review form, and point the Portal's Review Center at your own review space page.

  • Review Rounds

    Create the stages of review for a space, open, close, or hold them, set a deadline, run a blind round, and override the review form, layout, or notification email for just one round.

  • Review Settings for a Space

    Set up how review works in a space from one page — the starting round, default bucket, review form, reviewer page layout, team administrator rights, and reviewer notification emails.

  • Control Review Team Access in the Portal and Console

    Decide whether review-team administrators may manage reviewers in the Portal, and use the Console's 360 pages to see which review teams a person belongs to.

  • Reviewer Assignment Strategies

    For each bucket in each round, decide whether the whole team reviews every submission, reviewers are shared out round-robin, reviewers are added by hand, or a custom function chooses them.

  • Reviewer Decline Reasons

    Maintain the account-wide list of reasons a reviewer can give for declining a review, allow declines in a round, and limit which reasons that round offers.

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