Report Tracking and Review
Report tracking
and review complements proposal tracking and review as the 'core' of OPA. Through its facilities,
adminsitrators and reviewers manage reports evaluation activities.
The facilities
allow administrators to:
Add Reports
Related to Proposals
View Reports
Related to Proposals
Assign
Reviewers to to Review Reports
Send
Notification Letters
Conduct Summary
of Reviews
Steps:
Select Report
Tracking & Review from the menu
bar.
Select
the Title of the Call for Proposals from the list, and click Search
Reports.
A list of
all reports submitted to the CFP will appear. You can limit you selection by using the search
facility on the
page.
Click on
Add a Report to add new report for a
proposal.
For each report
you can click on Assign Reviewers to add or remove reviewers assigned to each proposal; or
Summary of Proposal Reviews / Change Status to view the review information submitted by reviewers
and modify the status assigned to the proposal; or
View/Modify Proposal Record to edit proposal information or remove the
proposal and to edit or delete reports submitted against the proposal; or Reviewers Timesheets
Management to review and approve timesheets submitted by reviewers; or Summary of Report
Reviews / Change Status to view the review information submitted by reviewers and modify the status
assigned to the reports for the
proposal;
At any
point in time, you can click on Send Notification Letters, which will automatically send out
email messages to all proponents with a status of “awarded”, “declined”, or
“discuss”. Note: you must first setup default letters for each status – see
Communications Center
section.