Some organizations use a multi-round review process, in which reviewers judge submissions through two or more rounds of reviews. Below are two common ways that multi-round review processes are held using Submittable.

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A. A multi-round review process in which the first round uses our basic Yes/No/Maybe rating system and the second round uses a Custom Review form:

  1. Log in to Submittable at https://manager.submittable.com/login
  2. Go to More > Account > Profile and scroll down to the Enable Voting checkbox. This checkbox is checked by default. If it is unselected, check it and click Update Profile.
  3. Create a submission form by following the steps in our help article. Because this first round of reviews uses our Yes/No/Maybe rating system, you can disregard the Review Designer tab when you’re creating your form.
  4. If you haven’t already, send invitations to your team members, or reviewers, to join your organization’s account by going to More > Team. After team members have accepted their invitations, go to your Forms page and click the name of the form you created above in step 3. Go to the Assignments & Notifications tab to select the names of any team members whom you’d like to automatically assign to submissions in this form. The selected team members will be auto-assigned to submissions in the form as the submissions are received. (Note: You can also batch assign submissions to team members at any time.)
  5. As your reviewers rate the submissions, you’ll see the score for each submission on the left-hand side of your Submissions list and in each submission’s Details page. If you click on a score in the Submissions list, you can see each reviewer’s individual rating for that submission. Read more about Yes/No/Maybe scoring here
  6. To track your reviewers’ progress, use our Team Progress Report to see how many submissions a team member has not yet completed. You can also send Reminders to team members who have not yet completed their assignments.
  7. When your reviewers have rated all of their assigned submissions, label the submissions that are moving to the second round of reviews (e.g. by creating a label called “Round 2”).
  8. Create a custom review form for the second round of reviews by editing the form and following our help article here. When you make the review form live by checking the Make Review Form LIVE checkbox, scores from your first round of reviews will be hidden.
  9. Go to your Submissions list and use the Search Filter panel to filter by the second round label and batch assign the labeled submissions. If the second round of reviews will have new team members, or reviewers, who did not take part in the first round of reviews, you can invite and assign the new team members while batch assigning the second round of submissions. Your team members will now be able to complete this second round of reviews.

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B. A multi-round review process in which both rounds of reviews use a Custom Review form.

  1. Log in to Submittable at https://manager.submittable.com/login
  2. Go to More > Account > Profile and scroll down to the Enable Voting checkbox. This checkbox is checked by default. If it is unselected, check it and click Update Profile.
  3. Create a submission form by following the steps in our help article. For information on how to create a custom review form, follow the steps here.
  4. If you haven’t already, send invitations to your team members, or reviewers, to join your organization’s account by going to More > Team. After team members have accepted their invitations, go to your Forms page and click the name of the form you created above in step 3. Go to the Assignments & Notifications tab to select the names of any team members whom you’d like to automatically assign to submissions in this form. The selected team members will be auto-assigned to submissions in the form as the submissions are received. (Note: You can also batch assign submissions to team members at any time.)
  5. As your reviewers review the submissions, you’ll see the score for each submission on the left-hand side of your Submissions list and in each submission’s Details page. If you click on a score in the Submissions list, you can see each reviewer’s individual rating for that submission.
  6. To track your reviewers’ progress, use our Team Progress Report to see how many submissions a team member has not yet completed. You can also send Reminders to team members who have not yet completed their assignments.
  7. When your reviewers have reviewed all of their assigned submissions, label submissions that are moving to the second round of reviews (e.g. by creating a label called “Round 2”).
  8. Export your review data by going to your Forms list and clicking the download  button on the right-hand side of the appropriate form. The CSV file you download will list each team member’s review scores and the overall submission scores.
  9. Before you can begin the second round of reviews, you will need to email our support team to request that your review data be deleted. Please email your request to support@submittable.com and specify the submission form for which you would like to delete review data. Make sure you have exported your review data in step 8, so that you have a record of it; once our staff has deleted your review data, this data can no longer be retrieved from your account.
  10. After your review data has been deleted, you can edit the first-round custom review form as needed for the second round of reviews by following our help article here.
  11. Go to your Submissions list and use the Search Filter panel to filter by the second-round label. Then, batch assign the labeled submissions. If the second round of reviews will have new team members, or reviewers, who did not take part in the first round of reviews, you can invite and assign the new team members while batch assigning the second round of submissions. Your team members will now be able to complete this second round of reviews.

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Helpful information about custom review forms:

How do team members review submissions?

Can reviewers edit finalized review forms?

Questions? Please email us at support@submittable.com.

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