Most application forms in Prolydian contain a review workflow. The review workflow uses the application form's available reviewer(s) and their designated role to determine whom to assign a review task. The steps below detail how to review, add, and remove available reviewers and the available roles.
Viewing available reviewers
- Log into your Prolydian account at https://app.prolydian.com and go to Applications > Applications
- Click on the application of interest
- Click the cog (gear) icon in the upper right hand side
- Click the "Sharing" tab
- Click the cog (gear) icon next to an individual to view their role
- To change their role, simply select a different role and then click "save changes" at the bottom of the window
Adding new reviewers
From the "Sharing" tab:
- Type the name or email address of the person in the input box
- Select the matching result
- Click "Add this entry"
- Select their role by clicking the cog icon
- Click "Save changes"
Removing reviewers
From the sharing tab:
- Click the dropdown arrow to the left of the reviewer
- Click "Remove permission"
- Click "Save changes"
Role descriptions
The role you assign to a reviewer should be based on the workflow Prolydian has added to your application form and the given reviewer's role within the review process.
- Application QA reviewer - this role should be assigned to administrative or review person(s) who perform an initial check of the application before sending to reviewers who assess eligibility
- Application reviewer - this role should be assigned to the reviewer(s) who are completing the initial eligibility review during a multi-stage review process or the reviewer(s) who should complete the eligibility determination during a single stage review process
- Application final reviewer - this role should be assigned to the reviewer(s) who make the final determination of eligibility during a multi-stage review process.
- Application blind reviewer - this role should be assigned to the reviewer(s) who complete a blind review (no visibility into applicant identifying details) of the applicant's eligibility
Not sure which role to use for your review workflow? Our support reps will be happy to help - send us an email at support@prolydian.com or use the in-app chat feature.