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Reviews are the submissions copied from the submission template that have already undergone the response stage and have been submitted for review. (i.e. They are the same record as in the Response stage, but accessed by different users with different visibility/interfaces.) Reviews are completed through the Submission Review Record Page.
View and/or Modify the Submission Response
Once a Submission response has been submitted for review, reviewers can open, view, and modify the submitted response.
Open the Submission response record that has been submitted for review.
Click on the Response tab.
If the submission is divided into sections, each section will appear in a horizontal grey bar, with their related questions listed below.
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a. If a section has defined instructions (i.e. ampi__Instructions__c is populated on the ampi__Section__c record), those appear directly below the grey bar and above the section’s questions.
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i. All date values save to the field ampi__Date_Response__c
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_Date_Response__c
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g. File Upload - responses are one or multiple documents uploaded.
i. All files are saved to the field ___
7. View/modify comments or explanations to picklist or number answers.
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The reviewing users ability to view or modify the response depends on the permissions that have been set for them on the Question object. For example, if the user has read-only access on the ampi__Picklist_Response__c, ampi__Number_Response__c, and ampi__Qualitative_Response__c fields, then the component will be read-only.
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Download the Submission Response
For any offline work that might be required to read or modify the submission response, users can download the submission response by clicking the Download button at the top of the form to generate a Word document version of the submission.
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If an answer has not been entered for a question, the question will be displayed with either an input box with placeholder text or the list of picklist options.
For picklist and multi-select picklist questions, the picklist values will display as options in normal text.
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Assign Scores to Answers in a Submission Review
Alongside reading and modifying submitted responses, reviewers can assign scores to individual answers to questions, as well as overall scores to entire sections or the whole submission.
Open the Submission response record that has been submitted for review.
Click on the Review tab.
If no automation is set up, assign an overall score to the entire submission.
The Overall Score field is displayed at the top of the component, into which reviewers can directly enter a value with up to six whole number digits and one decimal value (i.e. total of eight characters, including the decimal marker).
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i. The number value entered is saved in ampi__Overall_S. ore__c on the ampi__Submission__c record.
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Once scores have been entered, users can either download scores as a Word document or submit their scores for a final review.
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If the conditional displayed section(s) and question(s) were skipped for the survey taker, then those section(s) and Question(s) are displayed to the reviewer with the label ‘Skipped’ next to them. |
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Download Scores for Review
For any offline work that might be required to review and/or score the submission response, users can download the submission response and scores by clicking the Download button at the top of the component to generate a Word document version of the submission scoring framework.
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Overall Score and Reviewer Comments for the entire submission are printed at the top of the Word document, underneath the header.
Section Score and Reviewer Comments fields are displayed below the relevant Section (and its instructions, if any exist).
If ampi__Is_Scored__c on the Section is FALSE, then the Section will be marked as Unscored in the Score field.
Question Score and Reviewer Comments fields are displayed below the relevant Question (and its instructions, if any exist) and the response / comment values.
All question responses that have been entered are included below their related questions in the Word document.
If an answer has not been entered for a question, the question will be displayed with an input box with placeholder text.
If a score has not been assigned to an answer, the Score field is displayed as blank.
If ampi__Is_Scored__c on the Question is FALSE, then the Question will be marked as Unscored in the Score field.
If a reviewer comment value has not been entered, an input box with placeholder text will be displayed in the Word document.
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Submit the Final Submission Review
Once all scores have been entered and saved, reviewers can submit their scores to be approved by clicking the Submit button at the top of the form. A pop-up will appear, prompting the user to confirm the submission of the review. After the user confirms, the submission’s Status is updated to “Reviewed”.
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Clicking on submit changes the value in the ampi__Status__c picklist to = “Reviewed”. This action locks scores from being further edited.
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View Radar Charts
As soon as at least one submission with sections has been scored, the radar chart component will become visible on the submission’s parent record.
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The radar chart component does not render and displays the same message as in the above screenshot, in the following scenarios:
The Submission Template does not have any sections. This implies that section-wise scores cannot be entered in the Submission Review component of any of the assigned submissions .
All assigned Submissions have unscored Sections (Is_Scored__c = FALSE), and they have at least one Question which is scored (Is_Scored__c = TRUE).
The above message displays in the Radar Chart component at the template level. If multiple templates are related to a parent object, then the radar chart should render for those templates for which the assigned submissions do not match the above mentioned behavior.
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