Jump to a section by clicking below:
|1. Getting Started||Your FluidReview Room||Control|
|2. Competition Workflow||Submissions||Other|
|3. Final Touches||Reviewers|
|Go Live (Launch!)||Analysis|
|Testing Your FluidReview Room|
2. Setting up groups
[0:11] Exploring the Navigation Options in FluidReview
[0:49] Setting up Groups (Editing Applicant Groups, Creating Applicant Groups, Renaming Applicant Groups)
[2:46] How to Add Reviewer Groups (also referred to as Judge Groups)
[3:48] How to Delete a Group
3. Designing your competition – Part 1
[0:00] Step 2: Competition Workflow, Setting up an Example Competition (Design Competition Section)
[2:39] How to Restructure an Existing Competition
[3:05] Creating a Task inside a Round (also referred to as a Stage)
4. Designing your competition – Part 2
[0:30] Creating an ‘Upload a Document’ Task
[1:08] Creating an ‘Upload a Video’ Task
[1:55] How to Re-arrange Tasks inside a Round
[2:08] Brief Description of Each Task Type
[3:14] Exploring the ‘Get a Recommendation’ Task
[4:05] Adding a ‘Make a Payment’ Task
5. Designing your competition – Part 3
[0:14] Adding a Make a Payment Task, continued
[0:35] How to Request Additional Payment Gateways
[2:00] Special Note about Additional Instructions for PayPal Integration
[2:25] Creating the Submit Application Task
[3:49] How to Check if a Task is Required or Optional, How to Change this Setting
6. Designing your competition – Part 4
[0:13] How to Duplicate Individual Tasks, How to Duplicate Multiple Tasks
[2:39] How to Delete a Task
[3:05] Adding a ‘Rank Submissions’ Task for Reviewers (also referred to as Judges)
7. Designing your competition – Part 5
[0:16] How to Modify, Delete or Move a Task
[0:35] How to Rename a Round, Add Different Round Descriptions for Different Groups
[1:37] How to set a Deadline for an Entire Round
[3:03] How to Change the Deadline for a Single/Specific Task
[3:45] Exploring the Behaviour and Visibility Tabs for a Task
8. Creating/editing forms – Part 1
[0:07] Identifying Which Tasks are Form Tasks, Editing Forms for Those Particular Tasks
[1:07] Exploring the Form Editor
[2:10] How to Use the Form Editor, Building an Example Form
9. Creating/editing forms – Part 2
[0:10] How to Add an Additional Page to a Form
[1:00] Using the Bulk Editor in the Form Builder – Text Response Grid
[1:44] Enabling Multiline Text Input in a Form
[2:30] How to Validate Email Addresses
[2:53] Advanced Trick: Use N-atrix Type to Enable Dropdown Menus, etc.
[4:06] Adding a Multiple Choice Grid, Saving Time with the Bulk Button
10. Creating/editing forms – Part 3
[0:07] Exploring the Date/Time Question Type in the Form Builder
[1:13] Special Note about File Upload Field in a Form
[2:11] Exploring the 3D Matrix Question Type
[3:38] How to Make a Question Type Required vs. Optional
[3:59] How to Make All Questions on a Form Required vs. Optional
[4:23] How to Modify Required vs. Optional in a 3D Matrix
12. Creating/editing forms – Part 5
[0:29] How to Copy Questions from One Form to Another
[1:34] How to Duplicate a Form
[1:50] How to Attach a New Form to an Existing Task
[3:02] Exploring How Reviewer (Judge) Forms Work
13. Creating/editing forms – Part 6
[0:20] Understanding the Numeric Score Value of a Letter Grade in a Reviewer Form
[1:49] Do Text Response Questions Have Score Values?
[2:00] Do Checkbox Questions Have Score Values?
[2:12] Common Mistake With Reviewer Forms #1: Why Are My Values Scoring Incorrectly?
[2:48] Common Mistake With Reviewer Forms #2: How Generic Questions Can Skew Your Scores
18. Testing your FluidReview Room – Part 2
[0:00] Exploring from the Applicant’s Perspective
[2:40] Notes Regarding Applicant Activity
[3:01] Exploring the Menu on the Right-Hand Side of the Applicant’s Perspective (Withdraw Application, Attachments Section, Application Progress Meter)
19. Testing your FluidReview Room – Part 3
[0:16] Exploring an ‘Upload File’ Task from the Perspective of an Applicant
[2:22] Uploading a Video as an Applicant
[2:50] Paying a Registration Fee as an Applicant
[3:11] Exploring the Letter of Reference Task
[3:37] Submitting an Application
[4:25] How to Test Your FluidReview Room if you Don’t Have Google Chrome
20. Testing your FluidReview Room – Part 4
[0:23] Explaining the Benefits of Testing Your FluidReview Roo with Google Chrome in Greater Detail
[1:50] Exploring the Manage Users Screen, Learn How to ‘Assume Role’ of User Accounts for Testing
[2:54] How to Exit ‘Assume Role’ Mode and Return to Admin Account
[3:25] Explaining the Difference Between Users and Applicants
[0:10] How to see the number of applications in each round.
[0:40] The Activity Feed: a live view into recent activity in your FluidReview Room.
[1:00] How to enable or disable new sign-ups.
[2:09] How to determine or verify your FluidRevie subscription type.
[2:21] How to see all activity on your FluidReview.
[2:41] Toggle switches for FluidReview to control: the reviewers’ (aka judge) ability to rank applications, the acceptance of new applicants, the ability for applicants to edit their submissions.
22. Managing users – Part 1
[0:00] Learn about the test accounts that are created by default.
[1:02] Understanding the relationship between users and applications.
[2:16] Sending email to users.
[3:03] Email templates.
[3:30] Resetting passwords.
[3:52] Downloading applications.
[4:12] Removing and activating users.
23. Managing users – Part 2
[0:00] Brief recap from part 1.
[0:18] Search function.
[0:37] Using the filters.
[1:33] How to see non-active users (users requiring activation).
[1:50] Choosing visible column data.
[2:11] How to add users.
[3:00] How to send account login information to users by email.
[3:55] Adding multiple users via CSV import (brief mention).
[4:27] Seeing more users at once.
[0:07] What does the Sponsors section allow you to do?
[0:25] A walkthrough of how to use the Sponsors section.
[1:50] A special note on the Sponsor’s website URL.
[3:30] Using Sponsor categories.
25. Managing applicants – Part 1
[0:14] How to access the Manage Submissions section in FluidReview.
[1:05] How to modify applications.
[2:15] Explaing the data available on the Manage table.
[4:02] How to change the columns you are viewing.
26. Managing applicants – Part 2
[0:00] Recap from part 1.
[0:34] How to access full-screen mode.
[0:53] How to select applications and send email.
[1:33] Adding extra recipients to your email & the effect this has on custom fields.
[2:09] How to view the email logs.
[2:50] How to specify the “From” email address when sending emails.
[3:05] How to download applications.
28. Managing applicants – Part 4
[0:00] Recap from the last video and learning how completed tasks have “memory”.
[1:36] Learning about the Task Actions menu.
[3:05] Learning about the Other Actions menu.
[3:56] Archiving an application.
29. Managing applicants – Part 5
[0:09] How to use the Show Filters options.
[1:20] How to sort column data.
[1:44] Locking a submission.
[2:53] Seeing a locked submission from the applicant’s perspective.
[4:19] How to lock all applications at once.
31. Managing reviewers & judges – Part 1
[0:45] How to add a new Reviewer / Judge manually.
[1:40] Sending account information to the new user by email.
[2:15] Important notes about assignments before you send login information.
[3:40] Assuming the role of a Reviewer / Judge to view assignments.
32. Managing reviewers & judges – Part 2
[0:35] Learn why the Reviewer / Judge could not see his/her assignments (as seen in the previous video).
[1:45] How to move submissions to a different Round.
[3:00] Learn why some submissions do not have “See Reference Material” link available.
[3:29] How to download the reference material.
[4:17] How to complete the ranking task.
33. Managing reviewers & judges – Part 3
[1:23] How to properly return to your Admin account if you are assuming the role of another user.
[1:48] Understanding the assignment of Submissions to Reviewers / Judges.
[3:32] How to send Reviewers / Judges email messages.
[4:10] How to select which columns appear in the Manage Reviewers table.
34. Managing reviewers & judges – Part 4
[0:05] Introducing random distribution (distribute a large number of applications and assign them to reviewers).
[0:45] Example of implementing random distribution.
[3:50] How to manually un-assign an application from a Reviewer in the Assignments interface.
[4:20] How to refresh the statistics in the Manage Reviewers table.
35. Managing reviewers & judges – Part 5
[0:00] Review of the Assignments window and assigning submissions to the Reviewers / Judges.
[0:22] Why are there two Save buttons in the Assignments window?
[0:38] Understanding the “Viewing by” button.
[1:42] Exploring the “Show me…” button to select what data appears in the Assignments window.
38. Managing reviewers & judges – Part 8
[0:17] Experience the perspective of a reviewer who is part of a Team
[1:45] How to assign tasks to a Team Lead or a Team Member
[3:12] How to verify that your Team assignments were performed correctly
[3:51] How are custom fields in a CSV file handled when importing Reviewers?
39. Managing reviewers & judges – Part 9
[0:00] How to use ranking information (results) to proceed to the next stage
[2:06] How to export ranking data
[2:22] How to make sense of the exported ranking data
40. Managing reviewers & judges – Part 10
[0:16] Making sense of the menus (Round, Task, Group) at the top of the Rankings page
[0:57] Answering the question “How can I interpret ranking data to decide which applicants get promoted to the next round?”
[2:49] What kind of information can Reviewers see?
41. Reports – Part 1
[0:00] How to Navigate to the Reports Section
[0:15] Creating an Example CSV Report
[1:18] Choosing Which Columns Will Appear in Your Report
[3:11] What is Indefinite Information?
[4:00] Exploring Filters
[4:25] Distribution Options (Providing a URL for Your Report)
42. Reports – Part 2
[0:08] Downloading a Report
[0:23] Examining the CSV Report File
[1:29] Exploring the Output of Indefinite Information: Form Responses
[3:22] Explaining the Output of Indefinite Information: Reviewers Assigned
[3:43] Demonstrating Report Filters
43. Reports – Part 3
[0:05] How to Share Your Reports with Others
[2:20] Alternative to Reports Section: Using the Manage Applicants Section to Gather Data
[3:19] Seeing Graphical Reports on Form Responses (Design Section, Create/Edit Forms)
[4:37] How to See Responses
[0:04] How to Navigate to the Statistics Section
[0:16] Exploring the Statistics Page
[1:28] Exploring the Timeline View of the Statistics Page
[2:07] Exploring the Benchmark View of the Statistics Page
[2:31] Accessing and Exploring the Analytics Section
[3:30] How to Suggest a Feature in the Statistics Section
45. Settings – Part 1 (General Tab)
[0:07] How to Navigate to the Settings Page
[0:16] Explaining the Contact Information Section
[1:31] Explaining the Domain Section
[2:49] Important Warning for Enterprise Subscribers Regarding the White Label Option
[3:18] Google Analytics Integration
46. Settings – Part 2 (Applications Tab)
[0:10] How to Navigate to the Applications Tab
[0:16] Exploring the Identification Section
[1:19] Exploring the Reference Identifiers Section
[2:20] Demonstrating an Incremental Reference Identifier
[3:45] Special Note about Renaming Randomly Generated Reference Identifiers
47. Settings – Part 3 (Applications Tab)
[0:08] Identifying Submissions by Users’ Full Name
[0:50] Identifying Submissions by a User-Defined Title
[4:14] Exploring the Maximum Applicants per Team Option
48. Settings – Part 4 (Applications Tab)
[0:08] Exploring the Effects of All 3 ‘Submission Download Mode’ Options
[0:30] Submission Download Mode: A Zip File
[1:15] Submission Download Mode: One Merged PDF
[1:28] Specifying Download Type from the Applicants Page
[1:59] Understanding the Purpose of the ‘Submission Download Mode’ Options on the Settings Page
49. Settings – Part 5 (Applications Tab)
[0:10] Explaining the Submission Download Mode ‘A zip file with documents and a merged PDF
[1:50] Option: Allow Applicants to Add a Description of ‘Mission Statement’ to their Application
[3:35] Can I Call the ‘Mission Statement’ Something Else? (Editing Labels)
50. Settings – Part 6 (Languages)
[0:00] Understanding and Implementing Multi-Lingual FluidReview Rooms
[0:44] How to Switch Between Languages
[0:55] Showing Examples of What You Can Translate in FluidReview
[2:40] Items That Are Already Translated
51. Settings – Part 7 (Languages)
[0:00] How to Translate Items in the ‘Design Competition’ Section
[1:44] Translating Forms in the ‘Create/Edit Forms’ Section
[3:24] Exploring Other Areas that Require Translation (Email Translations)
53. Settings – Part 9 (Publicity Tab)
[0:05] What Does it Mean to have a Public FluidReview Room?
[1:00] Example: How to Publicly Show Which Applicants are Applying to your Competition
[2:30] Live Example of a Public Competition
[3:37] Public Commenting: Facebook, Disqus or None
[4:04] Specifying Public Identification Method for Applicants
54. Settings – Part 10 (Publicity Tab)
[0:10] Quick Recap of the Benefits of a Public Competition
[0:32] Quick Recap of Public Commenting
[0:50] Explaining the ‘Identify Submissions by:’ Setting
[1:20] How to Configure Which Submissions Are Shown to the Public
[1:57] How to Configure What Information in a Submission is Shown to the Public
[2:30] Activity Feed for your Website
[2:54] How to Link Your Facebook and Twitter Account & Using Them with Triggers
[3:29] Creating an Example Trigger
57. Settings – Part 12 (Emails Tab)
[0:04] Exploring the Emails Tab
[0:50] The Major Benefits of FluidReview’s Support System
[2:15] ‘Registration Email’ Section Explained
[2:52] ‘Confirmation for Adding Team Members Email’ Section Explained
[3:15] ‘Recommendation Email’ Section Explained
[4:05] How to Reset Emails to Default Content
[4:21] Custom Fields Legend (for Mail Merge)
58. Settings – Part 13 (Page Text Tab)
[0:07] Explaining the ‘Page Text’ Page
[0:39] How to Translate Text on this Page
[0:56] Demonstrating Where this Text Appears on your Live FluidReview Room
[2:33] Where does the Content from ‘Submission List’ and ‘Submission Text’ Appear?
61. Settings – Part 16 (Labels Tab)
[0:00] Exploring the Settings in the Labels tab
[0:20] How to Rename the ‘Teams’ Label
[0:56] How to Rename the ‘Logo’ Label
[1:33] How to Rename the ‘Mission Statement’ Label
62. Settings – Part 17 (Other Tab)
[0:00] How to Modify the Page Headers and Email Headers in your FluidReview Room
[0:57] How to Show or Hide the Progress Bar on Applicants’ Submissions
[1:55] Explaining the setting: ‘Log users out upon closing their browser’
63. Permissions – Part 1
[0:00] Where to Find Permissions, Exploring all Options on the Permissions Page
[0:21] Option: Allow Users to Edit Their Tasks After the Deadline
[0:49] Option: Allow Users to Edit their Tasks After Completion
[2:13] Option: Allow Applicants to Withdraw Their Submission, How to Find Submissions that Have Been Withdrawn
[2:50] Option: Allow Applicants to See Tasks from Completed Stages & Allow Applicants to Edit Tasks from Completed Stages
[3:48] Option: Allow Applicants to Create Multiple Submissions
64. Permissions – Part 2
[0:17] Option: Allow Applicants to Add Members to Their Team
[1:23] How Can You Differentiate the Actions of Different Team Members?
[1:56] Option: Show Previous Versions When Viewing Documents
65. Permissions – Part 3
[0:12] Option: Allow Applicants to Add a Logo to Their Submission & Allow Applicants to Upload Additionals Attachments to their Submission
[1:28] Option: Lock Applicants from Editing Upon Submitting Them
[3:46] How Can I Make Sure my Submit Button Moves Applicants to the Next Round?
66. Permissions – Part 4 (Visibility Tab)
[0:07] Option: Make All Document Feedback Anonymous
[1:02] Special Note About Document Feedback Visibility as an Administrator
[1:37] Option: Show Applicants How They Were Ranked
[2:58] Option: Make Applicants Anonymous to Judges
[4:06] Special Note About Applicant Anonymity
67. Permissions – Part 5 (Visibility Tab)
[0:11] Option: Submission Attachments Should be Visible to Reviewers
[1:28] Option: Show ‘Download Application’ Links
[2:15] Option: Show the Applicant the Current Round of their Application on their Applications List Page
[3:46] Last 4 Options: Allowing Certain Groups to Make Anonymous Comments
[4:08] Exploring Note Visibility Option\
70. Permissions – Part 8 (Reviewers Tab)
[0:00] Explaining the Option ‘Reviewers can edit their completed rankings’
[0:54] Explaining ‘Select which reviewer groups can see applications in the pipeline’
71. Forum Settings
[0:04] How to Navigate to the Forums Settings
[0:31] How to Enable Forums, Creating Your First Forum
[1:11] Creating More Than One Forum in a Section
[1:43] Exploring the Forums from the Perspective of an Applicant
[3:40] How to Moderate, Edit the Forum Contents as the Admin
[0:00] Consequences of Deactivating Your Competition, and How to Do It
[0:48] What to Do if Your Applicants ‘Disappear’ After Deactivating Your Competition
[1:42] Why Would You Want to Deactivate?