Add an Additional Phase

Add an Additional Phase

You can create an additional submission or review phase for an existing call when you need an extra step in your data gathering process or to accommodate a multi-phase call workflow.
Structuring your phases properly ensures that participants move through the process in a logical and organized way.


Add an Additional Phase

Depending on your process, you may need to add either an additional Submission Phase or an additional Review Phase. The two work differently:

  • Submission Phases are where participants submit their work or data. A single call can have multiple submission phases.
  • Review Phases are linked to a specific submission phase and are where evaluators provide feedback or scores. A submission phase can have multiple review phases, but a review phase can only belong to one submission phase.

Additional Submission Phase

  1. Go to Calls and locate the call you want to update.
    This ensures you are in the correct event or program.

  2. Click the Template tab from the top navigation bar.
    The Template tab displays all phases and their configuration options.

  3. Under the Submission phase section, click + Add Submission Phase.
    The new submission phase will be added after the existing one, allowing you to configure it as needed.

  1. Click Edit next to the newly added phase to update its form and settings.
    Set dates, instructions, and form fields specific to this submission round.

Note: Start and end dates cannot overlap between submission phases. This ensures submissions flow through each round in order.

  1. Once configured, click Save in the top-right corner.


Additional Review Phase

  1. From the Template tab, locate the submission phase to which you want to add an extra review phase.
    Remember, review phases are tied to one specific submission phase.

  2. Under the selected submission phase, click + Add Review Phase.
    This creates another review stage for the same set of submissions — useful for multi-step evaluation processes or when using different scoring rubrics.

  3. Click Edit to configure review settings.
    Set reviewer assignments, scoring options, and timelines for this review step.

  4. Ensure the review phase dates do not overlap with other review phases for the same submission phase unless the overlap is intentional for parallel reviewing.

  5. Click Save in the top-right corner once the configuration is complete.


Rename a Phase

When managing multiple phases, it is recommended (but not required) to rename each one for clarity. This helps you and other administrators quickly identify the purpose of each phase during configuration and reporting.

  1. From the Template tab, click Edit next to the phase you want to rename.

  2. In the Editing Phase section, type the desired name into the first field.
    Choose a name that reflects the purpose of the phase, such as "Initial Review" or "Final Submission".

  1. Click Save in the top-right corner to confirm the name change.


Update Phase Description

You can also update a phase description to include more details about the project, specific instructions for participants, or internal notes for administrators. A clear description helps all users understand the purpose and requirements of the phase.

  1. From the Template tab, click Edit next to the phase you want to update.

  2. In the Editing Phase section, type or update the name and description in the second field.
    Include information that will help guide participants through this phase.

  1. When finished, click Save in the top-right corner to apply your changes.


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