Reviewers

Quick Tips

To add a new reviewer, click Add New (at the end of the "Reviewer List" heading).
To edit an existing reviewer's record, click under Actions in the Reviewer List panel.
Both those actions open an Add Reviewer or Edit Reviewer pop-up window.
To run Mass Actions (to assign multiple reviewers to tiers or tracks), select the reviewers and click Mass Actions.

Background

On this page you add, edit and view reviewers in Speaker and Session Management.

That module and its "Conference Sessions" sub-module must be enabled for the event in Plan > Configure > Options > Functional Areas Needed by the Event.

> Note: Reviewer records are automatically added to the account’s Profile database, with additional information on this Reviewers page. An administrator is therefore able to "anonymize" a reviewer's record if asked to do so. This includes removing all Personal Identifying Information (PII) and optionally deactivating the record: see Profile Anonymization.

Related Info

Reviewers may edit their own records via the Reviewer Portal.
The Reviewers portal is the same place where reviewers review the papers assigned to them.

This Page

Buttons

The buttons in the upper right corner:

Add New — Add a new reviewer, in the Add Reviewer pop-up window.
Import — Import reviewers from an Excel file or a CSV file. See Import below.
Export — Export all reviewers to an Excel file or a CSV file.
Any field with more than one value will be exported in a single column, with the values separated by | ("pipe") characters.
Note: If you have applied a filter to the list, then the same filter applies to the export.
Notes about using Google Drive to view exports that include non-standard characters. Especially important if you will be editing and re-importing the data.
The Mass Actions button is disabled.
The Mass Actions button becomes enabled by selecting some reviewers in the Reviewer List.
Run Mass Actions on the reviewers you've selected in the Reviewer List:
Tier — Select a Tier to assign all the selected reviewers to.
Tier assignment replaces whichever tier the selected reviewers are already assigned to.
Track — or more Tracks to assign all the selected reviewers to.
Track assignment adds the selected tracks to any tracks the selected reviewers are already assigned to.
If a track is selected, one or more of its sub-tracks can be selected, if it has any.
A reviewer assigned to a sub-track can only review papers that are in that sub-track.
A reviewer assigned to a track and not specifically to any of its sub-tracks can review papers in all of its sub-tracks.

Reviewer List

Search / Filter

By default, all reviewers are listed.
To filter the list, enter values in the fields and click the magnifying glass.
To clear any filters applied, click the X.
Track — Select one or more of the Tracks defined for sessions in the event. Default: All.
Tier — Select one or more of the Tiers defined for reviewers in the event. Default: All.
Reviewer Name — Type any part of a name (First Name or Last Name).
More — Click to select one or more of these additional search options. Fields are added in which you can type values.
Email
Organization

List columns

All reviewers are listed with the following columns (which are detailed in Add Reviewer or Edit Reviewer):
First Name
Last Name
Organization
Email
Tier
Track(s)
Actions:
View the reviewer's details.
Edit the reviewer's details in the Edit Reviewer pop-up window.
Delete the reviewer.

> Warning: Deleting a reviewer also deletes their reviews and may change the review statistics for sessions (such as numbers and percentages of reviews completed).

Import

To import reviewers, click the Import button (at top right).

The import file must be an Excel file (.xls or .xlsx) or a CSV file (.csv).
The import file must include all the required fields:
First Name
Last Name
Email
Tier
Track(s)
If Track(s) has more than one value for a reviewer, import those values in one cell, separating them with | ("pipe") characters.
Fields must match any validation mentioned in Add Reviewer or Edit Reviewer:
Gender must be "Male" or "Female" (or blank).
Date of Birth must be a valid date in mm/dd/yyyy format (or blank).
etc.
> Note: The Username must be unique in the account. (See Add/Edit Reviewer.)
The import process can produce the following results:

1. A new reviewer with no existing Profile record in the account:

Success, provided no other Reviewer or Profile record has the Username being imported.

2. A new reviewer with an existing Profile record (usually because they've been an attendee, speaker or reviewer at an event):

Success, provided no other Reviewer in the event has the Username being imported.
New details will be merged into the existing profile record in the account.
A new reviewer record will be added in the event.
> Note: You cannot change a Username via a Reviewer import.
The import file cannot include a Profile Picture.
Suggestion: Use Step 1 below to download a template, which has the columns named appropriately.
This template makes the mapping in Step 3 below more likely to map columns automatically.

Steps to follow to import reviewers

1. In the first step of the wizard you can click a link to download a template Excel file to populate.

2. If you're updating existing reviewers, you can choose to download a list of all reviewers for you to edit, save, and upload back.

3. Once you have a file ready to import, click Next in the first step.

4. Drop a file into step 2, or click Choose File and select the file to upload.

5. In the Reviewer Import step, map the columns in your import file to the Reviewer Field in Certain.

6. Click Complete Import to start or schedule the import process.

7. You receive an email advising that the import is complete.

8. The email includes details of any rows that failed to import (for example, because they didn't match the validation rules mentioned above).