Committee Review

Users with the reviewer role are the only ones who can access the Committee Review Center to evaluate Candidates and provide feedback. Platform managers need to assign this role to users who are doing the reviewing process.

1. Start at Core, then go to Security, followed by Role.

2. Under the Application roles, select Committee Reviewer.

3. Select Members to manage the users assigned to this role. Select Add to apply this role to more users, Remove to take the role away from an existing member, or select a user to view their Contact Card.

Note: Remember, committee reviewers do not have edit or delete permissions for Candidate information. They receive view-only access to help make decisions in the review process.

Select Create a committee to get started with the group setup, adding members, and more. The candidate entering year can also be changed by adjusting the school year from Show entering year. The next school year is set by default.

• Committee details - From here, you can activate/deactivate the committee, associate it with a specific entering year, or adjust is name.

• Committee members -This is where individual users can be added. Select + Add committee member(s) to access a search bar to add users. Please keep in mind that only users with the committee reviewer role appear here.

• Review options - Give reviewers additional options and requirements when looking at candidates.

  1. Share review summaries - Enable to share summaries with other reviewers, even narratives that have not yet been submitted.

  2. Use recommendations - Create selectable values that a reviewer can select such as Yes, No, Maybe, etc. This field can be set to required if needed.

  3. Allow recommendation tags - Create tags that reviewers can select to add to the review.

  4. Use narrative reviews - Essentially a text field that the reviewer can use to write free form notes and answers. This field can be set to required if needed.

  5. Ratings - Use this option to add a Ratings matrix to this review committee from the start. Keep in mind that the ratings matrix

  Note: These items are then added to the summary, which other reviewers can see as well.

• Tile options - Select specific tiles that become visible to the reviewers inside of the Candidate review center. Options include Candidate Information, Files and Forms, Test Scores, Connections, Sending Schools, and Campus Activities.

• Notifications - Once this is enabled, all added committee members are notified when new candidates are added and ready for review. Additional details can be added here including a Reply E-mail, From Name, Subject, and the actual body of the email. These notifications are sent in a daily digest format at the time that is set. The candidates placeholder will list out all candidates assigned to the reviewer in the past 24 hours.

When you're finished, select Save to keep these details, or Cancel to back out and remove any added information.

Created committees appear within the list and a context menu provides admissions managers with more options including editing the existing committee, making a copy of it, or deleting it.

Tip: Using the copy option is a great way to roll over committees for a new Entering Year rather than creating a brand new committee each time.

The Candidates for review list provides workflows for adding candidates the appropriate committee(s), reviewing committee reviewer feedback, adding school admittance decisions, and sending official notes. Use filters and sorting techniques found in the other lists within the K-12 products to pull only the data that you need including the specific Entering Year. Like other lists, your filters and results can be saved for access at a later date.

Once the list of candidates is ready, you now have the option to individually assign each candidate to a specific review committee or do it in bulk. When you have your list of candidates ready, select Assign/manage committee to bring up a new modal where you can select the review committee to assign them. Select Apply to save the settings or Cancel to leave the modal without saving anything.

Once all reviewers have submitted their review, it's time for admissions managers to pass their final judgment on the candidate under Enrollment management, Admissions, and Committee Review. Each committee that has been created can be expanded to see how each of the members of this group are progressing. Details include how many reviews haven’t been started, have been started, or have been submitted. You can also select the number next to Started or Submitted to have a flyout panel slide out to provide added details and information.

Tip: To reopen a locked submitted review for a reviewer, select the context menu next to a candidate and then Reopen submitted review(s).

Select an individual or multiple candidates from this list, and then select Add decision(s) to start entering that information. The following fields appear:

• Decision Date - A required field. The date that the school makes a final decision on the candidate.

• Decision - Essentially the status or result of the decision. Can include things like Declined, Accepted, Waitlisted, and other custom values.

• Publish Date - When the decision appears.

• Expire Date - When the decision is removed from view.

• Candidate Decision

• Candidate Decision Date - The date that the candidate gives their answer.

• Attachments - Drag or manually browse to a file to add it to this decision.

• Comment - A field that can be used to add additional information not covered by the other fields.

• Entering Year and Grade cannot be modified and automatically pull in that information based on the entered information on the candidate profile.

Once you're finished, select Save to create the entry or Cancel to remove it and go back.

The third and final option you have available from the Candidates for review list is to compose an official note for as many candidates as needed. While the process is exactly the same as Official Notes elsewhere in the product, select Compose official note(s) to create a new note to let the candidate or candidates on a certain decision the school has made.