As an Admin, Enabling Fund/Applicant Conflict on Reviewer Task

From the Home page > click on the Application Form Name > Evaluations tab > Reviewer Task Setup > Click on Task Name

• Step 1: First Log in as an Admin, and navigate to the Home page.

• Step 2: From the Home page, select the Application Form Name for which you would like to enable fund or applicant conflict for the reviewers.

• Step 3: Once we click on the Application Form Name, it takes us to the Manage Applications tab.

• Step 4: Click on the Evaluations tab.

• Step 5: In the Evaluations tab, from the left navigation panel, click on the "Review Task Setup". To access or to create the scorecards.

• Step 6: Here we can see the list of tasks that are created. Click on any of the Task Name that you want to edit.

• Step 7: When we click on the “Task Name”, the below screen is displayed.

Step 8: Here click on the “Setup Applicant Conflict” or “Setup Fund Conflict” options.

• Step 9: Once we enable the “Setup Applicant Conflict” or “Setup Fund Conflict” options, and click the Save or Save & Exit button to save the scorecard.

Note:

1. Once the Show for Fund feature is enabled, the tasks are separated for each fund.
2. And on the reviewer dashboard and Review Assignments dashboard, we can see the list of application names.

• Step 10:  Once we enable the “Setup Fund Conflict” option, and log in as a Reviewer dashboard we can see that the assigned fund is marked with “Mark as Conflict”.

• Step 11: Once we click on the “Mark as Conflict”, a Fund Contact Details popup window is displayed.
• Step 12: Enter the information in “Please add the reason for conflict with this Fund.”
• Step 13: Upload the signature or sign in using the "Signature pad" button.

• Step 14: Click on the “Signature pad” button to sign in the "Fund Conflict Details" popup window.

• Step 15: Once we click on the “Signature pad” button, a popup window is displayed.

• Step 16: We can add the Signature to the given box.

• Step 17: Once we sign, click on the “Save” button on the Signature popup window.

• Step 18: Once we click on the Save button, the signature is saved in the Fund Conflict Details popup window.

• Step 19: Click on the Save button on the Fund Conflict Details popup window.

• Step 20: Once we Save the "Fund Conflict Details" popup window, we will get a message that “Conflict Saved Successfully” and click on the “Ok” button.