Prep Your Panel
If you need additional assistance with any of the steps above, see the individual tutorials below: User Editor – Create Panelists Panels – Create Panels Grant Manager – Assign Applications to a Panel
User Editor – Create Panelists
Create your panelist user accounts from the User Editor. Panelists login at admin.gosmart.org. Upon logging in, panelists will view their panel portal, not the admin portal. Be sure to follow the steps below during creation to ensure that you are designating appropriate users as panelists and not grant administrators. Navigate to the Administration tab > User Editor […]
Panels – Create Panels
From the GO Smart Panel Editor tab, you can create panels for a cycle any time after the cycle has been created. You can create multiple panels per cycle, each with custom instructions, settings, and multiple criteria that can be scored and commented on separately. Criteria titles and text can be customized and you can […]
Grant Manager – Assign Applications to a Panel
After you have created your panel(s), you must assign your applications. Navigate to the Grant Manager > Grant Manager dashboard. Select the Program and Cycle you would like to work on. Scroll to the Applications list. Click the Add/Edit Columns button. The Table Editor modal will open. Check the Panel Assignment box and click the […]
Panelist Report
After (or while) you have conducted the panel for your cycle, you can create a robust report that includes both simple and comprehensive breakdowns of your panelists’ scores and comments. Navigate to the Reports tab > Panelist Report. Select the Program, Cycle, and Panel for which you would like to build a Panelist Report. Select […]
Create a Panel Book
A Panel Book is a single document that contains all selected applications. These books are ideal for offline review of all applications assigned to a panel or within a certain status. Admin can determine which applications will be included by selecting a status or group of statuses when creating the panel book. Admin can follow […]
Panel Rounds
Easily administer panel rounds when you need to move applications through multiple steps of judging. Begin with your larger pool of applications, then score, comment, and move qualified applications to the next round when ready. See the steps below for creating and assigning panels for rounds in GO Smart: Create panel(s) for round 1. Assign […]
Link Panelists to External Instructions
Though GO Smart affords you many areas to offer information to your panelists, you may find that you’d like to create an external document or rubric to which you will link panelists. The instructions section allows up to 500 characters of instruction, but it is also an ideal place to link to one or multiple […]