Last Updated: August 2019
Purpose: This document provides step-by-step instructions for inviting Reviewers to review a specific Job Profile in Calibrate.
Audience: This document is meant to be used by Job Profile Editors. Job Profile Editors work together to create Job Profiles and invite Reviewers, who are typically people in industry, to review their Job Profiles.
Assumption: You cannot invite a Reviewer to review a Job Profile until the Job Profile is in the Validation phase. This User Guide includes the steps to move a Job Profile into the Validation phase so that you can invite Reviewers.
Before you begin: When it comes to inviting a person to be a Reviewer in Calibrate, there are three possible scenarios:
- They are already a Reviewer on your Job Profile
- They are already a Reviewer in Calibrate, although not on your Job Profile
- They are not yet a Reviewer in Calibrate
This User Guide addresses all three scenarios.
You can find the definition of the capitalized words used in this User Guide in the SkillsEngine dictionary located here.
Confirm Job Profile is in Validation phase
1] After you log in, the SkillsEngine home page appears. Click the Validate icon on the left side of the home page.
2] The Open Job Profile Validations list appears. You start by locating the Job Profile you wish to invite Reviewers to review. There are two ways to do that. The first way is to search for it by entering the Job Profile title in the search field. The list will automatically populate with choices.
3] The other way to search for the Job Profile is to scroll through the list using the page control at the bottom of the list. The ">" advances the list ahead one page at a time.
4] If you find the Job Profile, go to step 10. If you cannot find it, that means the Job Profile is not in the Validation phase. Go to step 5.
5] To move the Job Profile into the Validation phase, scroll to the bottom of the page where you will see the Validate a Job Profile section. Click on the down arrow.
6] A list of Job Profiles that are not in the Validation phase appears. Either enter the title of the Job Profile in the search area or scroll down the list to find the Job Profile.
7] Once you find the Job Profile, click on it. It will appear in the Validate a Job Profile drop down.
8] Click the Validate button. The Job Profile now appears in the list of Open Job Profile Validations.
9] Locate the Job Profile in the list.
Invite existing Reviewers
10] Click on the Job Profile. The Validate Job Profile page appears.
NOTE: The Validate Job Profile page is divided into three sections:
11] The first thing you should do is scroll through the list of Reviewers to see if the Reviewer you want to invite is already a Reviewer for the Job Profile. If they are, you don't need to invite them. You’re finished.
NOTE: It's possible that a Reviewer you wish to invite is already a Reviewer in Calibrate, although not yet a Reviewer for your particular Job Profile. Before you invite someone as a new Reviewer, you should see if they're already a Reviewer in Calibrate
12] To see if a Reviewer is already in Calibrate, click the Add Existing button in the upper right corner.
13] Search for the Reviewer by either entering their name in the search box (first or last) or scrolling through the list. Search results appear automatically.
14] If the Reviewer you seek is in the list, add them as a Reviewer to the Job Profile by clicking the "+" to the left of their name. If the Reviewer is not in the list, you will have to invite them as a new Reviewer.
Invite New Reviewers
NOTE: There are two ways to invite new Reviewers:
15] To invite a new Reviewer for your Job Profile from within Calibrate, click the Invite New button in the upper right corner.
16] The Invite a New Reviewer screen appears.
17] Add the following mandatory information for the Reviewer:
- First name
- Last name
18] Optionally add the following information for the Reviewer:
19] Optionally check one or more of the Review Type boxes that describe the Reviewer's role. If you're not sure, leave it blank. The Reviewer will be given the opportunity to self-select their own Review Type.
20] When you've entered everything you want about the Reviewer click the Add button. You'll now see the Reviewer in the Reviewers' list with a Review Status of "Pending Invite."
21] The invite will automatically be sent to the Reviewer by Calibrate shortly. If you want to send it immediately, click Send Invite.
22] To invite a new Reviewer for your Job Profile using the shareable link, scroll to the bottom of the Validate Job Profile page and click the Generate Link button.
23] The shareable link appears.
24] Copy the link to the clipboard by clicking on the icon at the far right of the shareable link.
25] Paste the link into an email and send it to the Reviewer you want to invite. You should include a message explaining that you want their feedback on a Job Profile you created and they should click on the link to begin the process.
26] In the event you mistakenly send the link to the wrong person, you can deactivate the link by clicking Deactivate below the link.
27] In the event that you deactivate the link and now want to send a link to another Reviewer, click Regenerate to create a new link to send.
NOTE: The only Reviewer information you can edit is their Review Type.
28] To edit a Reviewer's review type, click on the three vertical dots to the far right of their name in the Reviewers' list.
29] In the pop-up menu choose Edit. The Edit Reviewer screen appears, which is identical to the Invite New Reviewer screen.
30] Check the appropriate boxes under Review Type and click Update.
NOTE: When you attempt to remove a Reviewer whose review status is "Pending Invite," they are removed immediately without any warning, When you attempt to remove a Reviewer who has already accepted the invitation, you are given a warning.
31] To delete a Reviewer, click the three vertical dots to the far right and in the pop-up menu and choose Remove.
32] If the Reviewer has already accepted the invitation, click the red Remove button.