CHAIR HOW-TO: Invite Meta-Reviewers

OVERVIEW

There are a number of ways to add Meta-Reviewers to a conference:

• Adding them manually one at a time
• Import them in bulk
• Invite them one at a time
• Invite them in bulk

This document will cover inviting Meta-Reviewers. Meta-Reviewers have the option to accept or decline the invitation.

SETTINGS TAB

• In the Settings tab, click ‘Features>Meta-Review.’ Make sure the ‘Add users as meta-reviewer when they accept meta-reviewer invite’ checkbox is enabled.

• To change the duration of the invitation, enter the number of days (the default is 7 days) then click ‘Save changes’ at the bottom of the page.

INVITE META-REVIEWER (INDIVIDUALLY)

• Click the ‘Users Tab’ and select ‘Meta-Reviewer>Invite.’

• On the ‘Invite Meta-Reviewer’ page, enter the email of the Meta-Reviewer. Click ‘Search.’

• If the user is not in CMT, enter the user’s information then click ‘Create This User.’

• Click ‘Next’ on the ensuing page.

• The next page is where you will edit the email that will be sent to the prospective Meta-Reviewer. If no edits are necessary, click “Preview.’

• This is the preview of the email that will be sent to the prospective Meta-Reviewer. Click ‘Send.’

• The invitation has been sent. Click on ‘Manage Meta-Reviewer Invites’ to view decisions.

INVITE META-REVIEWER (BULK)

• Click the ‘Users Tab’ and select ‘Meta-Reviewer>Invite (Bulk).’

• The Bulk Import Meta-Reviewers page opens. To bulk invite Meta-Reviewers please upload a "Tab Delimited" file. Each line of the file must contain the following tab delimited fields (order must be preserved):

• Open a text editor and enter the Meta-Reviewers’ information as noted in the ‘Bulk Invite Meta-Reviewer’ page.

• Save the file as ‘Tab Delimited.’

• From the ‘Bulk Invite Meta-Reviewer’ page click ‘Upload user list.’

• Click ‘Open.’

• Verify the data. Click ‘Next.’

• The compose email page opens. Review the email. If you expand the ‘3 recipients’ in the ‘To’ line you will see they are the ones just added.

Click ‘Close.’

• Click ‘Preview.’

• This is the first of four emails to be sent. You can view the others by clicking ‘next.’

• When satisfied, click ‘Send.’

• Click the link, ‘Manage Meta-Reviewer Invites.’