You can also assign Participant Groups to an eForm template in RME Designer
so that reviewers are automatically added to all eForms based on that
template. For more details, refer to the RME eForms Administrators Guide.In this topic Hide
This help page explains how to manage eForm reviews. Options to allow you to manage eForm reviews may display in the Toolbar panel of an eForm if you have been added manually to a review group by an RME administrator or your role has been given permissions in the eForm and workflow design.
Permission configuration
Permissions are assigned in the workflow state by your RME administrators. You can only assign reviewers based on the permission given and the current state of the eForm. For example, if you have the Individual Reviewer permission, will only be able to select individual reviewers in the Reviewer Group popup for the eForm when the form is in a review state. If it is not in such a state, this option may not be available. If you have been given the Manage Review Group permission and the form is in a review state, you will be able to do more, including view members, add new members and appoint an Executive member and viewing reviewer assignment history.
Depending on your permissions and the current workflow state, you may see one or all of the options below in the right-side panel of an open eForm (named Toolbar by default):
• Reviewer Group (usually named after the name of the review group, committee or panel) to manage review group members
• Reviewer Assignment History to view changes made to the review group over time
• Review Outcomes to view and manage review outcomes
A Reviewer Group action button name is generally customised to reflect the name of the review group by administrators when they design the workflow for a eForm, for example, for a Human Ethics review group, it might be called "HE Review Committee".
This popup allows you to view all the reviewers for the eForm. You may also be able to manually assign reviewers, as individuals, committees or panels via lookups, depending on your permissions. Note that manually assigned reviewers are only assigned to the current open eForm, not all eForms based on the eForm template.
To manually add, edit or remove reviewers:
1. Select the eForm you wish to assign a reviewer to and open it.
2. Select the relevant reviewer group option in the Toolbar panel at the right of the eForm. The button label is usually the name of the custom group configured in the workflow.
3. The reviewer group popup provides dropdowns to select reviewers in the top section, based on your permissions for the group. You will see the Select Reviewer dropdown if you have permission to select individual reviewers, the Add Committee dropdown if you can add committees, and the same with Add Panel. To look for individual reviewers, committees or panels, enter any part of the name or the ID (eCode) in the lookup. Matching entries display as you type.
4. Below these dropdowns, a list of reviewers assigned to the eForm displays. Reviewers are grouped according to their “type”, based on how they were selected for this eForm. For example, a selected reviewer may be a member of a committee, an expert advisor, a panel member or just an individual who meets the relevant criteria.
The Review Status is displayed for each reviewer to indicate if the reviewer has completed the review.
If you have permission to manage the group, you will be able to make changes in this section, including the ability to:
• Select one or more members to be an executive, so that they can manage the review and move the eForm to the next step in the process. To do this, tick the checkbox in the Executive column for the member’s entry.
• Enter a date by which the review should be completed by each reviewer in the Due Date column.
• Remove an individual reviewer by clicking the Delete icon (rubbish bin) at the end of the reviewer’s row (alternatively, select the checkbox on the left of the reviewer in the grid and select the Delete Selected button, which may be useful for tablet users)
You can also assign Participant Groups to an eForm template in RME Designer
so that reviewers are automatically added to all eForms based on that
template. For more details, refer to the RME eForms Administrators Guide.
This button displays a history of reviewers assigned to the eForm and actions. It can also be used to send a notification to reviewers listed in the grid.
Review history
A history of reviewers unassigned from an eForm, re-assigned or deleted is maintained per assessment review round. An assessment review round is considered to be each time an eForm is processed through an Assessment Review state.
Example
An application is submitted for assessment review – this is round 1 of the review. The overall outcome of the assessment review is that further information is to be supplied by the applicant. The application is returned to an amendment state for the applicant to make changes and resubmit. The applicant completes the changes and resubmits the application for assessment review. The application is now in round 2 of review.
It shows all changes to reviewers for the eForm including reviewers that have been added, deleted, assigned and unassigned. It indicates those who have completed the review, and those who still need to complete the review. This is not used to make changes, it just provides an overview of reviewer changes for the eForm.
This option is only displayed if the workflow linked to the eForm uses the Assessment Review state and the eForm is currently in that state. When the eForm moves to another state, these options are no longer displayed. The eForm can only move to the next state when all reviews have been completed.
Send notifications
You can send a notification to selected reviewers from this option as well, for example, if you add a new reviewer. The email template that is specified for the current workflow state of the eForm will be sent.
This button displays a popup that either allows recording of a review outcome or tracks completion of reviewer outcomes. It is only displayed if i) the workflow linked to the eForm uses the Assessment Review state, ii) the eForm is currently in that state and iii) you have appropriate state security permissions in the workflow for the eForm. When the eForm moves to another state, the option no longer displays.
Assigned reviewers are required to enter a review outcome via the Review Outcome option on the Toolbar panel of the eForm. For details, see: Enter Review Outcome
Administrators given access to this option can view and manage review outcomes. In this case, The Review Outcome option on the Toolbar panel to the right of the eForm displays all reviewers assigned to the eForm in the current assessment review round. The popup includes the review outcome entered by each reviewer, and the date they submitted it. Reviewers who have not yet completed their review are shown with an outcome of Not Specified or Not Completed.
To enable reviewers to scroll through eForms from a search list,
you can assign the Allow Bulk Navigation
page action in eForm listing pages, for example, RPR005M, ETH003M. This
adds buttons on the Toolbar panel to scroll to the Next
eForm or Previous eForm.
• Manage Committee Meetings (Ethics)
ID: Manage_reviews_-_eForm.htm