How to: Use Guidelines From Your Institution to Prepare for Reviews

If you have access to Dossier through your institution, the institution may post guidelines in Dossier to guide you in assembling materials for particular review processes such as annual performance reviews, promotion reviews, etc. You can search for and save these guidelines, and reference them as a checklist as you prepare for future reviews.

When preparing for a review using the guidelines feature, you can automatically assemble collections of materials that meet the requirements of the review. When the time comes, you can easily transfer the materials you've assembled in that collection over to the official review packet.

This article explains how to start using guidelines to prepare for your upcoming reviews.

"Guidelines" are only available to users whose institution subscribes to the feature.

1. Navigate to the "Materials" page via the navigation bar

Click "Manage Dossier"

2. Click the "Guidelines" button at the top of the materials page

The "Guidelines" button will only display if the feature is available at your institution. If it does not display, it is not available.

3. Search for guidelines

Select a unit from the dropdown menu

You can search for guidelines within the selected unit using keywords

4. Preview guidelines:

Click the title to open a preview of the guideline

Any candidate instructions, document, and form requirements associated with the guideline will display

5. Save the guidelines you want to use

Saved guidelines will appear at the top of the "Guidelines" page, for quick reference

6. Click "Prepare for this review" to the right of the page

7. Enter a name to create a collection of materials for the review

Create a collection to help you prepare for the review. Once you create a collection, you can add materials while viewing guidelines for the review.

A page will appear where you can add materials to the collection while viewing the guidelines for the review

8. Click "View Instructions" to the right of the page to view instructions for review candidates (if any)

This will display any instructions to candidates about assembling the review packet, and any other procedures, or policies at the institution

9. Add materials to the collection to meet the guidelines displayed on the right side of the screen

Creating a collection will open a page where you can view the guidelines for the review and add materials.

You can add materials already uploaded to your Dossier, or add new files

You can also add materials from a collection you've previously assembled

Open the collections tab and select a collection.

Add files from the collection to satisfy the guidelines for the review.

10. As you add materials, we suggest you tag them with the name of the guideline requirement they satisfy

To add a tag, select the document, click the "Tag" button, and enter your tag

When your review starts and you want to add materials, simply open this collection and filter by tag to find the materials for each requirement

Collections you create based on guidelines will appear listed on the "Collections" page on the navigation bar

11. When it's time for your review, add materials from the guideline collection to the official review packet

Open your review packet

Click "Work on Packet"

Click to add files

Open the collections tab, and select the collection you created according to the guidelines

Select the file to add

Rinse and repeat, and you will have your review packet done in no time!