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Understanding the Review Editor

The Review Editor allows Administrators to create and manage reviewer evaluation forms without requiring assistance from the RQ team.

Review forms are organized into Tabs, Sections, and Criteria, making it easy to structure evaluations and create a consistent review experience.

Review Editor Structure

Review forms follow the structure below:

Review Form
→ Tabs
→ Sections
→ Criteria

Example 1: 

Eligibility Review (Tab)

Eligibility Requirements (Section)

  • Applicant meets eligibility requirements (Criteria)

  • Submission is complete (Criteria)

Program Requirements (Section)

  • Required documentation provided (Criteria)

  • Program criteria met (Criteria)

Example 2: 

Scored Evaluation (Tab)

Leadership Assessment (Section)

  • Leadership Rating (Criteria)

  • Community Impact Rating (Criteria)

Project Evaluation (Section)

  • Innovation Rating (Criteria)

  • Feasibility Rating (Criteria)

  • Overall Recommendation (Criteria)

Organizing review forms into tabs and sections helps reviewers navigate evaluations more efficiently and ensures scoring criteria are grouped logically.

Understanding Tabs

Tabs are the highest level of organization within a review form.

Tabs are used to separate major areas of evaluation into distinct groups.

Common Tab Examples

  • Eligibility Review

  • Scored Evaluation

  • Program Fit

  • Budget Review

  • Final Recommendation

Benefits of Tabs

  • Improve reviewer navigation

  • Organize large review forms

  • Separate scoring categories

  • Reduce reviewer fatigue

Best Practices

  • Use tabs for major evaluation categories.

  • Keep tab names short and descriptive.

  • Group related criteria together.

  • Avoid creating unnecessary tabs.

Understanding Sections

Sections organize related review criteria within a tab.

Each tab can contain one or more sections.

Example

Tab: Scored Evaluation

Sections:

  • Leadership Assessment

  • Project Evaluation

  • Community Impact

Benefits of Sections

  • Improve readability

  • Create logical scoring groups

  • Help reviewers focus on one evaluation area at a time

  • Simplify scorecard organization

Best Practices

  • Group similar criteria together.

  • Use clear section names.

  • Keep evaluation categories focused and easy to understand.

Understanding Criteria

Criteria are the individual questions, ratings, and evaluations reviewers complete when reviewing a submission.

Each criterion uses a specific criterion type depending on the information being collected.

Common Criteria Types

Information Needed

Recommended Criteria Type

Short reviewer comment

Single-Line Text

Detailed feedback

Multi-Line Text

Rating scale

Dropdown

Rating scale with visible options

Vertical Multiple Choice

Yes/No evaluation

Single Checkbox

Multiple strengths identified

Multiple Checkbox

For detailed configuration instructions, refer to the individual Review Criteria articles.

Understanding Scoring

Many review criteria can contribute to a reviewer's overall score.

Value Saved

The value stored by the system when an option is selected.

This value is often used for:

  • Score calculations

  • Ranking submissions

  • Reporting

Value Displayed

The value visible to reviewers during evaluation.

Example

Value Saved

Value Displayed

5

Excellent

4

Very Good

3

Good

2

Fair

1

Poor

Reviewers see the displayed values while the system stores the saved values for scoring purposes.

Include in Total Score

Some criteria include an Include in Total Score setting.

When enabled:

  • The criterion contributes to the overall review score.

When disabled:

  • The criterion is informational only and does not affect scoring.

Common Scored Criteria

  • Leadership

  • Innovation

  • Community Impact

  • Program Fit

Common Non-Scored Criteria

  • Reviewer Notes

  • Recommendations

  • Administrative Comments

Adding a Tab

To add a tab:

  1. Open the Review Builder.

  2. Select Add Tab.

  3. Enter a tab name.

  4. Save the tab.

Once created, sections can be added within the tab.

Adding a Section

To add a section:

  1. Open the desired tab.

  2. Select Add Section.

  3. Enter a section name.

  4. Save the section.

Once created, criteria can be added to the section.

Adding Criteria

To add a criterion:

  1. Open the desired section.

  2. Select Add Criteria.

  3. Choose a Criteria Type.

  4. Configure the criterion settings.

  5. Select Save.

Each criterion type includes its own configuration options and scoring settings.

Editing Criteria

Existing criteria can be updated at any time.

Administrators can:

  • Update criterion prompts

  • Modify scoring values

  • Change display labels

  • Update help text

  • Change required settings

  • Add or remove response options

Example Changes

  • Updating a rating scale

  • Changing score values

  • Adding a new recommendation option

  • Updating reviewer instructions

Reordering Tabs, Sections, and Criteria

Tabs, sections, and criteria can be reordered to improve the reviewer experience.

Reordering Tabs

Move tabs to change the overall review flow.

Reordering Sections

Move sections within a tab to better organize evaluations.

Reordering Criteria

Move criteria within a section to create a logical scoring sequence.

Best Practice

Organize review forms in the order reviewers naturally evaluate submissions.

Testing Your Review Form

Before publishing changes to Live:

  1. Review all tabs.

  2. Review all sections.

  3. Verify scoring values.

  4. Test required criteria.

  5. Confirm total score calculations.

  6. Review the reviewer experience from start to finish.

Testing helps ensure reviewers can complete evaluations consistently and accurately.

Recommended Workflow

When building or updating a review form:

  1. Create or update tabs.

  2. Create or update sections.

  3. Add criteria.

  4. Configure scoring settings.

  5. Test the review form in Staging.

  6. Review the reviewer experience.

  7. Publish approved changes to Live.

Following this process helps ensure a consistent and reliable review experience.

Best Practices

  • Organize review forms into logical evaluation categories.

  • Keep scoring scales consistent throughout the review form.

  • Group related criteria together.

  • Use clear and objective criterion prompts.

  • Minimize unnecessary criteria.

  • Test all changes before publishing.

  • Avoid significant scoring changes while reviews are actively in progress.

Related Articles

Getting Started

  • Enhanced Admin Capabilities Overview

  • Understanding Staging vs. Live

  • Publishing Changes to Live

Review Forms

  • Creating and Editing Review Forms

  • Understanding Review Criteria

Review Criteria Configuration

  • Configuring a Dropdown Review Criterion

  • Configuring a Vertical Multiple Choice Review Criterion

  • Configuring a Horizontal Multiple Choice Review Criterion

  • Configuring a Multiple Checkbox Review Criterion

  • Configuring a Single Checkbox Review Criterion

  • Configuring a Single-Line Text Review Criterion

  • Configuring a Multi-Line Text Review Criterion