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Training Modules

16
  • Creating an administrator account on the Robust Submissions platform
  • Establish organization’s admin account including: your account profile and logo, plus your base UI preferences
  • Create a Submission Project & the Project Dashboard
  • The Fields in Project Overview and How They Impact the Submissions Process
  • How to Set Up the 1st Step of Any Submission – Its Classification
  • How to Set Up the Main Content Upload of the Submission
  • How to Adjust the Profile Fields Required to be Completed by the Person Making the Submission
  • How to Adjust the Profile Fields Required to be Completed by the Person or Persons Associated With the Submission
  • How to Create Questions for the Reviewers and Lead Reviewers, so That They May Grade the Submissions
  • How to Adjust the UI Preferences for That Specific Project
  • How to Activate Your Project Once Ready
  • How to Invite Individuals to Submit to Your Project
  • How to Invite Individuals to Review Submissions Made to Your Project
  • How to Manage (Search, Edit, Print) Submissions
  • How to Manage Contributors Associated with Submissions in Your Project
  • How to Manage Help Requests From Submitters
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  • How to Adjust the Profile Fields Required to be Completed by the Person or Persons Associated With the Submission
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How to Adjust the Profile Fields Required to be Completed by the Person or Persons Associated With the Submission

1 min read

Interface: Account Administrators

To customize your project, from the project dashboard home page, on the left-hand side menu, click project settings.

Within the project settings, click the fifth tab, Contributors.

Contributor Instructions: This instruction field is to provide information to individuals on how to complete their contributor form. Instructions for contributors appear on the form they are directly sent.

By default, the following contact information is collected for each contributor. 

  • Salutation
  • First name / Last name
  • Job title / Organization
  • Email Address / Phone Number
  • Street Address, City, Postal/Zip code, State/Province, Country

To collect additional information about contributors, click on ‘Add Field’.

Once you have clicked on the add field button, you will have the ability to enter your questions in the label field and then select how you would like to collect this information in the select field type dropdown. 

Within the add field button you will have the ability to add further instruction or comments about what is being asked of the submitter, setting a character limit, making the field mandatory and the visibility of the question.

Click save when you are done entering a question. Repeat this process for each question you would like to add to the contributor form.

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Updated on January 11, 2024
How to Adjust the Profile Fields Required to be Completed by the Person Making the SubmissionHow to Create Questions for the Reviewers and Lead Reviewers, so That They May Grade the Submissions

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