[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]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 establish the maximum number of points that can be awarded per criteria. You can assign and unassign panelists as desired.  Use the following table of contents to learn about each section of the Panel Editor tab.

Table of Contents

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CONFIGURE PANEL

  1. Navigate to the Panel Editor tab.
  2. Select the Program and Cycle for which you would like to build your panel.
  3. Click the Create New Panel button.
  4. Begin on the Configure Panel tab.
    1. Give the panel a name. We recommend typing only the discipline or category into the Panel Name field, or simply the word panel if you have only one per cycle, as the name you type will be automatically appended to the cycle name.
    2. Designate an On and Off date if you would like to hide the panel before or after certain dates. If you do nothing, by default the Open date will be the current date at 12:00 a.m. and the Close date and time will be 365 days later.
    3. Turn the Display Panel Book to Panelists option off or on.
      1. Turning this option on will place a Download Panel book button on your panelists’ dashboard that enables them to generate their own panel books.
    4. Turn off or on the optional “general comments” box for panelists that does not include an associated score or criteria.
    5. Set the default sort setting to Application # or Name.
      1. This setting determines the order of the panel book and the initial order of the assigned applications, though your panelists can reorder this list as they desire.
    6.  Include general instructions for the panel. Link to external instructions if desired. 
    7. Click Save.

[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][nectar_image_with_hotspots image=”2883″ preview=”https://stage.gosmart.org/wp-content/uploads/2017/09/Screen-Shot-2019-06-14-at-12.58.25-PM.png” color_1=”Accent-Color” hotspot_icon=”plus_sign” tooltip=”hover” tooltip_shadow=”medium_depth”][nectar_hotspot left=”1.8408964365256124%” top=”17.345140949554896%” position=”top”]Configure your panel as the first of three steps of panel creation. [/nectar_hotspot][nectar_hotspot left=”37.30002711496746%” top=”26.579595185995625%” position=”top”]Give your panel a short, descriptive title that will automatically be appended to the cycle name plus panel.[/nectar_hotspot][nectar_hotspot left=”7.121068329718004%” top=”36.89824945295405%” position=”top”]Complete some general settings for the panel.[/nectar_hotspot][nectar_hotspot left=”29.2003%” top=”63.7889%” position=”top”]Include general panel instructions that will display to your panelists on their cycle panel dashboard. [/nectar_hotspot][nectar_hotspot left=”54.3708%” top=”90.5045%” position=”top”]Cease creation of a panel without saving it.[/nectar_hotspot][/nectar_image_with_hotspots][vc_column_text]Some notes on the Configure Panel tab:

[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]

PANEL SCORING – CREATE CRITERIA AND SCORING SCHEMA

  1. Go to  the Panel Scoring tab to create new criteria or import existing criteria.
  2. To create new criteria:
    1. Give your first criterion a name.
    2. Enter your criterion description.
    3. Enter a maximum score for this criterion. This will appear to your panelists as a range from 0 to the entered maximum score.
    4. Click Add to include this criterion; you will see it appear below.
    5. If you want to delete the text you’ve added and start over, click Clear Form.
  3. To import criteria from existing panel:
    1. Click Import Criteria
    2. Select the Program, Cycle, and Panel from which you want to copy existing criteria
    3. See the copied criteria in the Saved Criteria section
  4. After adding all of your criteria, select and drag each criterion into the appropriate order.
  5. Click the blue Edit pencil icon to modify an existing criterion.
  6. Click the red Delete trash icon to remove an existing criterion.
  7. Click Save Criteria Order.

The image below shows the admin panel builder and where items appear on the panelist portal. [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][nectar_image_with_hotspots image=”2739″ preview=”https://stage.gosmart.org/wp-content/uploads/2017/09/Panel-Builder-to-Dashboard–e1554749189494.png” color_1=”Accent-Color” hotspot_icon=”plus_sign” tooltip=”hover” tooltip_shadow=”medium_depth”][nectar_hotspot left=”10.6901%” top=”9.95173%” position=”top”]Create your criteria as the second step of panel creation.[/nectar_hotspot][nectar_hotspot left=”0%” top=”20.7543%” position=”top”]Give your criteria a title and include specific instruction that will help your panelist to best score this criteria.[/nectar_hotspot][nectar_hotspot left=”0%” top=”31.839%” position=”top”]Designate a max score for this criteria allowing your panelist to select from zero to your score. Each criteria score will be added to produce the applicant score.[/nectar_hotspot][nectar_hotspot left=”14.9573%” top=”45.288%” position=”top”]Rearrange criteria after they have been created and save the final order that will appear to panelists. [/nectar_hotspot][/nectar_image_with_hotspots][vc_column_text]Some notes about the Panel Scoring tab:

[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]

ASSIGN PANELISTS

  1. From the Assign Panelists tab, assign existing panelists.
  2. Begin to type a panelist’s name into the Available Panelist field.
  3. Select the desired panelist when their name appears.
    • If you have not yet added your panelists to the User Editor, you can leave the panel builder, navigate to the User Editor, and create your panelists. Then you can return to the Panel Editor and click the Assign Panelist tab and select the desired panel.

[/vc_column_text][nectar_image_with_hotspots image=”1983″ preview=”https://stage.gosmart.org/wp-content/uploads/2017/09/Screen-Shot-2018-03-05-at-3.48.13-PM.png” color_1=”Accent-Color” hotspot_icon=”plus_sign” tooltip=”hover” tooltip_shadow=”medium_depth”][nectar_hotspot left=”24.9458%” top=”66.2921%” position=”top”]Begin to type your panelist’s name and click it once it appears below.[/nectar_hotspot][nectar_hotspot left=”83.64420935412026%” top=”68.83814102564104%” position=”top”]Manage your panelist assignment and unassign by clicking the red X. [/nectar_hotspot][nectar_hotspot left=”66.6272%” top=”82.0513%” position=”top”]Save your panel creation to this point but return to the main menu of the Panels tab.[/nectar_hotspot][/nectar_image_with_hotspots][vc_column_text]

UNASSIGN PANELISTS

  1. Remove a selected panelist by clicking the red X to the right of the panelist’s name.
  2. If instead of a red X you see a lock icon and Reset Scores button, this panelist has already scored and/or commented and cannot be unassigned without first resetting scores.
  3. Click Save.
  4. When complete, the panel will display green check marks for all three tabs and will become available for assigning applications on the grant manager.

[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][nectar_image_with_hotspots image=”2836″ preview=”https://stage.gosmart.org/wp-content/uploads/2017/09/Screen-Shot-2019-04-22-at-1.34.54-PM.png” color_1=”Accent-Color” hotspot_icon=”plus_sign” tooltip=”hover” tooltip_shadow=”medium_depth”][nectar_hotspot left=”93.9771%” top=”67.8855%” position=”top”]A lock icon indicates that this panelist has scored and/or commented on an application in this panel. [/nectar_hotspot][nectar_hotspot left=”81.172%” top=”59.2982%” position=”top”]Click Reset Scores in order to permanently delete this panelist’s scores and comments for this panel. Resetting scores is necessary to unassign a panelist who has scored or commented on this panel. [/nectar_hotspot][/nectar_image_with_hotspots][vc_column_text]Some notes about the Assign Panelist tab:

[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]

MODIFY, REMOVE, OR COMPLETE AN EXISTING PANEL

  1. Navigate to the Panel tab.
  2. Select the Program and Cycle for which you would like to build your panel.
  3. Click on any tab of any panel to modify that section.
  4. A yellow exclamation point icon will indicate any sections that need to be filled out before the panel is complete.
  5. Click the red trash icon along the gray bar of any panel to permanently delete that panel.

Some notes about the Panels tab:

[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][nectar_image_with_hotspots image=”3256″ preview=”https://stage.gosmart.org/wp-content/uploads/2017/09/Panel-builder.png” color_1=”Accent-Color” hotspot_icon=”plus_sign” tooltip=”hover” tooltip_shadow=”medium_depth”][nectar_hotspot left=”36.64580773955774%” top=”37.80493951612903%” position=”top”]A green check mark indicates this sub section has all of the required elements completed.[/nectar_hotspot][nectar_hotspot left=”40.00882985257985%” top=”59.778225806451616%” position=”top”]Click on any sub tab to go directly to it for review and modification.[/nectar_hotspot][nectar_hotspot left=”55.60311732186732%” top=”78.88104838709677%” position=”top”]A yellow exclamation point indicates this sub section is not yet complete and the panel is not ready for use.[/nectar_hotspot][nectar_hotspot left=”83.89703624078624%” top=”30.12852822580645%” position=”top”]A black lock indicates that this panel has already been accessed and scored by an assigned panelist and some elements can no longer be modified or removed. [/nectar_hotspot][/nectar_image_with_hotspots][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]After you have completed building your panels, be sure to navigate to the Grant Manager dashboard and assign your applicants to the appropriate panel. Panelists will not be able to see the panel(s) to which they’re assigned until there’s at least one assigned application. [/vc_column_text][/vc_column][/vc_row]

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