Before a reader can review candidates in the Online Review Module, make sure they have an admin account, the right permissions, and the context they need about your school's review process. This guide walks through the setup steps.
💡Quick Answers
- What account does a reader need? An Admin Portal Account with reader permissions enabled.
- What email gets auto-enabled? The 'Reviews assigned to me (Daily Summary)' email, sent once per day in the early morning. Readers can disable it under User Notifications.
- What context should I share with readers? Your school's privacy and confidentiality terms, when reading takes place, whether comments are needed at each page or only at the summary, and an explanation of your rating criteria and scoring scales.
- Where do readers learn how to actually review? Share the Scoring a Candidate as a Reader article with them.
- Where do I learn what readers can see based on account type? See Reader Permissions for visibility rules across Admin, User, and Limited User account types.
How-To: Set Up Your Readers
Account Setup
- Ensure that an Admin Portal Account is set up for each one of your readers, and then assign them reader permissions.
For more detailed information on what Reader Permissions grant access to in your Finalsite Enrollment site, please refer to our Reader Permissions article.
Please note: When you assign someone in your system reader permissions, the 'Reviews assigned to me (Daily Summary)' email is automatically enabled. This means that the admin receives an email that lists all candidates that have been assigned to them for review.
- The email is sent once per day, very early in the morning.
- Readers can turn off this notification within their Username menu on the 'User Notifications' page. You can read more about user notifications here.
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Additional Steps
- Inform all readers of privacy/confidentiality terms as per your school.
- Inform all readers of the details around your school's unique review process, including but not limited to: when reading takes place if they need to leave comments for each piece of the document and/or just the summary comments at the end, any details needed to explain the rating criteria and the scoring scales you set up, etc. Â
- Review the article on Scoring a Candidate as a Reader to familiarize yourself with the process. You can share this article with your readers too!
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