CHAIR HOW-TO: Invite Reviewers

OVERVIEW

IMPORTANT

We do not suggest inviting Reviewers after importing/adding them to your conference.
There is no need to invite a Reviewer who is already a Reviewer in your conference.

Inviting a potential Reviewer to a conference is not the same as importing them into the conference.
A chair imports/adds Reviewers that are known to want to be Reviewers in the conference. Sending an invitation to them in addition to importing/adding them, may result in unwanted correspondence/issues. Importing Reviewers does not send an email out to the Reviewer.

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

There are a number of ways to get Reviewers into a conference:

• Adding the Reviewer role to an existing CMT user
• Adding them by Importing them in bulk
• Invite them one at a time (They would be added to the conference only if they accepted)
• Invite them in bulk (They would be added to the conference only if they accepted)

IMPORTANT

If an unregistered email was invited, the potential Reviewer will get the invitation. Upon accepting, the Reviewer will be directed to create their CMT account.
If they do not create their CMT account, they will not be added to the conference.

Note

If a registered email was invited, the user will receive an invitation in his or her email. They will be added to the conference only if they accept by clicking on the 'accept' link in the email.

SETTINGS TAB

• In the Settings tab, click ‘Features>Review.’ Make sure the ‘Add users as reviewer when they accept 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 REVIEWER (INDIVIDUALLY)

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

NOTE

For Multi-Track conferences, the steps are the same except you pick the track of the conference to which you want to invite the Reviewer.

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

NOTE

If the user is not in CMT, you will see 'User with email xxx was not found. Enter information below to continue. Account will not be created for the user.'
If the user is a registered CMT user, the ensuing page will show instead.

• Enter the user’s information then click ‘Create Invite.’

• Click ‘Next’ on the ensuing page.

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

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

The invitation has been sent.

IMPORTANT

If an unregistered email was invited, the potential Reviewer will get the invitation. Upon accepting, the Reviewer will be directed to create their CMT account.
If they do not create their CMT account, they will not be added to the conference.

• Click on ‘Manage Reviewer Invites’ to view decisions.

INVITE REVIEWER (BULK)

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

• The Bulk Invite Reviewers page opens. To bulk invite 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 reviewers’ information as noted in the ‘Bulk Invite Reviewer’ page.

• Save the file as ‘Tab Delimited.’

• From the ‘Bulk Invite 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 ‘4 recipients’ in the ‘To’ line you will see they are the ones just added.

• Click ‘Close.’

• Click ‘Preview.’

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

• When satisfied, click ‘Send.’

• Click the link, ‘Manage Reviewer Invites.’

The ‘Manage Reviewer Invites’ page opens. The ‘Status’ column shows if the Reviewer responded.

SEND INVITE REMINDER EMAIL

IMPORTANT

Resending the invite is not the same as sending a reminder email.
Resending an invite will void the links in the previous email.

• Go to the ‘Manage Reviewer Invites’ page by clicking the ‘Users’ tab from the ‘Chair Console’ and selecting ‘Reviewer>Manage Invites.’

• Once on the ‘Manage Reviewer Invites’ page, filter for ‘Not Responded.’

• Click Actions>Email.

• Create a new template to remind the Reviewers to respond.

• After creating the template, click ‘Preview & Send emails.’ (Below is just an example. Your verbiage will differ.)

• Once satisfied, click ‘Send Emails.’

MANAGE REVIEWER INVITES PAGE

The Manage Reviewer Invites page shows statuses of all the invitations sent to potential reviewers.

INVITATION SENT TO NON-CMT USER WHO HAS NOT RESPONDED

'STATUS' Column: Here the person named "Reviewer" was invited but does not have a CMT account.
This is shown by the 'Not Responded' status not being a blue link.
If you cannot click on the Status to get a drop down, then that user has no CMT account.

'IS REVIEWER' Column: If the user does not have a CMT account, this will always be 'No' as the user must be registered to be a reviewer.

INVITATION SENT TO CMT USER WHO HAS NOT RESPONDED

'STATUS' Column: Here the person named "Mary" was invited and has a CMT account.
This is shown by the 'Not Responded' status being a blue link.
If you cannot click on the Status to get a drop down, then that user has no CMT account.

'IS REVIEWER' Column: This shows as 'No' because the Reviewer has not responded to the invitation email.

INVITATION SENT TO CMT USER WHO HAS ACCEPTED AND IS NOT A REVIEWER

'STATUS' Column: Here the person named "Michael" was invited and has a CMT account.
This is shown by the 'Accepted' status.

'IS REVIEWER' Column: This shows as 'No' because the Chair has not enabled ‘Add users as reviewer when they accept reviewer invite’ in 'Settings>Features>Review.' This Reviewer will need to be added either by clicking the 'Accepted' link, changing it to 'Declined', then changing it back to 'Accepted' so the 'Is Reviewer' column shows 'Yes' or by modifying the user's role.

INVITATION SENT TO CMT USER WHO HAS ACCEPTED AND IS A REVIEWER

'STATUS' Column: Here the person named "T" was invited and has a CMT account.
This is shown by the 'Accepted' status.

'IS REVIEWER' Column: This shows a 'Yes' for one of two reasons. Either the Reviewer was added automatically because the ‘Add users as reviewer when they accept reviewer invite’ setting was enabled, or the Reviewer was already a Reviewer in the Conference due to being added manuallyor by import.

INVITATION SENT TO CMT USER WHO HAS NOT RESPONDED AND IS A REVIEWER

'STATUS' Column: Here the person named "Mark" was invited and has a CMT account.
This is shown by the 'Not Responded' status as being a blue link. and by having a 'Yes' in the 'Is Reviewer' column.

'IS REVIEWER' Column: This shows a 'Yes' because the Reviewer was already a Reviewer in the Conference due to being added manually or by import.

INVITATION SENT TO CMT USER WHO HAS DECLINED AND IS A REVIEWER

'STATUS' Column: Here the person named "C" was invited and has a CMT account.
This is shown by the 'Declined' status as being a blue link. and by having a 'Yes' in the 'Is Reviewer' column.

'IS REVIEWER' Column: This shows a 'Yes' because the Reviewer was already a Reviewer in the conference due to being added manually or by import. An invitation was sent and then user declined. This user must have the role removed from the conference manually, either by clicking the 'Declined' link, changing it to 'Accepted', then changing it back to 'Declined' so the 'Is Reviewer' column shows 'No' or modifying the user's role.

RESEND AN INVITATION - BULK

To bulk resend invitations, filter for any or all invitations, then click 'Actions>Bulk Resend Invites'

RESEND AN INVITATION - INDIVIDUAL

• To individually resend an invitation, click "More" at the end of the row of the user you want the invitation resent. Select 'Resend'

DELETE AN INVITATION - BULK

• To bulk delete invitations, filter for any or all invitations, then click 'Actions>Bulk Delete Invites'

DELETE AN INVITATION - INDIVIDUAL

• To individually delete an invitation, click "More" at the end of the row of the user you want the invitation deleted. Select 'Delete'

DELETED REVIEWER

Sometimes a Reviewer will accept an invitation then subsequently delete their CMT account. What you will see in the 'Manage Reviewer Invites' page will be a guid (string of numbers) in place of the Name, Email and Organization. It will look similar to this: