✨ Read this tutorial for more information on creating a panel.
👥 Step 1: Create Panelists
Select the Administration tab, then the User Editor subtab.
Create an account for any new panelists.
📝 Note: You do not need to create accounts for panelists who are already in your system.
⚙️ Step 2: Configure the Panel
Select the Panel Editor tab.
Select your program and cycle, then click Create New Panel.
Insert the instructions and other details for your panel.
Save your work.
📏 Step 3: Add Scoring Rules
With your new panel selected, click the Panel Scoring tab.
Create the scoring criteria and a score range for each.
Save the order of the criteria.
💡 Tip: You can choose to Import Criteria from a past panel when adding scoring rules.
✅ Step 4: Assign Panelists
Click the Assign Panelists tab.
Type the name of the panelist you want to add and click their name when it appears.
To unassign someone, click the red X next to their name.
Save your changes.
➡️ Step 5: Assign Applications
Go to the Grant Manager Dashboard.
Choose your program and cycle.
Click the Add/Edit Columns button.
Select the Panel Assignment option from the checklist. Click Save.
In the Panel column, choose the correct panel for each application.
Click Update.
📝 Note: Applications must be in the following statuses to be assigned or unassigned from a panel: Intent to Apply Received, Intent to Apply Approved, Received, Pending, Approved, Funded
💡 Tip: Explore the Mass Update option for adding applications to a panel.
🎥 9-second video showing user adding the Panel column to their Grant Manager Dashboard by clicking the Add/Edit Columns button.
