Clone and archive reviewer groups
Often, you'll want to adjust reviewer groups (e.g., replace a reviewer, remove from specific opportunities).
To make these changes while also preserving historical records, you'll need to:
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Clone—or create new versions of—reviewer groups
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Archive—or "file away"—old reviewer groups
To clone and archive reviewer groups in bulk, please contact support.
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To clone a new reviewer group:
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Go to the reviewer group.
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On the Opportunities tab, make sure all assigned opportunities are archived.
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Go to the Details tab.
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At the bottom of the page, select Clone Now. You'll be taken automatically to the new reviewer group.
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After you've cloned your reviewer group, you may need to perform the following tasks:
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On the Details tab, review the Name and the Group Reviewer Note.
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On the Reviewerstab, update reviewers as needed.
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On the Qualifications tab, review qualifications (especially for date-related information).
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On the Opportunities tab, make sure your group is assigned to current opportunities (instead of past opportunities).
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Once you archive something, you cannot un-archive it. For more on the benefits of archiving opportunities, see Request cycle management.
To archive old reviewer groups:
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Go to the reviewer group.
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On the Reviewers tab, make sure that no members have completed reviews. If they do, you need to archive the group's associated opportunities.
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Go to the Details tab.
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At the top, select Archive.
Again, archiving is a permanent and irreversible process. Make sure you don't need to make any changes to your reviewer group.
Note: To access archived reviewer groups, go to Opportunity, Evaluators, Reviewer Groups. Then, at the top right, select the Archived tab.