Configuring Phases

What are Phases?

Phases allow you to track applicants during each stage of your review process. Each phase represents a specific stage or step of the review process, such as initial screening, faculty review, interview scheduling, rejection, etc.

Phases are for internal use only. Applicants cannot see what phase they have been placed in from the ResidencyCAS application.

Video Overview

Working with Phases

Phases help to structure the review process by breaking it down into manageable steps, allowing for systematic evaluation and tracking of applicants. After you configure your Phases you can begin working with them by:

• Placing Applicants in Phases individually.
• Moving applicants in Phases in bulk. 
• Attaching an evaluation form and reviewers to the Phase.
  • Note: you can automate your workflow by connecting reviewers and evaluation forms to specific phases. When you move applicants into a phase, the designated reviewers are automatically assigned to review the applicants and complete the evaluation form.

Placing Applicants in Phases Individually

To place an individual applicant in a phase, navigate to the desired applicant. If you're viewing the application preview, use the drop-down to select your desired phase.

Similarly, if you're viewing the information sidebar, use the drop-down to select your desired phase.

Placing Applicants in Phases in Bulk

You can also place multiple applicants in a phase at once. To move applicants to phases in batch:

1. Navigate to the applications grid. 
2. Use the checkboxes to the left of each applicant (or the checkbox at the top of the applicant list) to select which applicants should be included in your batch action.
3. From the bottom menu, click Phase, then choose the phase and click apply. 
   
   

Configuring Phases

You can customize phases to match your review process. 

1. From the Settings menu, open the Application Review section, then select Phases. Here you can review the current setup. Click the edit pencil to make changes. 
   
   
    
2. You can edit existing phases, create new phases, and click and drag to reorder phases. When you place multiple phases in vertical order, you create a Group (which you can name).  
   
   

Attaching Evaluation Forms and Reviewers to Phases

1. When creating a new phase or editing an existing one, you can associate a review form with the phase. This way, when you place an applicant into the phase, the form becomes available for reviewers to record their evaluations. (Note this key concept: forms are attached to review phases, not individual applicants.)
   
   
    
2. When you add a review form, you can also use the + Add Assignments feature to assign specific reviewers. This ensures that when an applicant is placed in the phase, the review form is automatically assigned to the designated reviewers.
3. Click + Add Assignments. Assignments are by segment – you assign applications to different reviewers based on the segments applicants are part of. For example, you might add an assignment so that applicants in the Gold Signals segment are sent to a single reviewer, while applicants in the Silver Signals segment are sent to a review team. Generally, most programs will use the All Applications segment, but this feature can be especially helpful if you're managing multiple programs. 
   
   
   
   Note: if an assignment is configured for a specific segment and an applicant not belonging to that segment is placed in that phase, no action will occur. For example, suppose you have a "Primary Review" phase that includes a review assignment for applicants in the Gold Signals segment. If you move "Aimee Applicant" into that phase but Aimee is not part of the Gold Signals segment, no assignment will be sent.
    
4. Next, choose how you'd like to assign the applications (you can add as many assignments as needed). You can:
   • Distribute to Selected Users: this option allows you to assign applications in this phase to one or more specific users. 
     
     
      
   • Distribute to a Team: this option allows you to assign applications in this phase to one or more teams. When you select a team, you can then choose to assign the review to all team members or balance across team members. Balancing across team members helps distribute reviews. If you choose to balance across team members, you can balance using:
     • Random order: for example, if your team has 4 reviewers and you move 100 applications into the phase, each reviewer will receive 25 random applications for review.
     • Specific criteria: for example, if you select primary medical school attended as the balancing criteria, the system will distribute the applications as evenly as possible. Reviewer A might receive 5 applications from Watertown University and 20 from other schools, while Reviewers B, C, and D receive similar distributions.
       
       
   • Distribute Using a Routing Table: this option allows you to assign applications in this phase to specific users based on a routing table with predefined criteria. Routing tables are created in Settings > Application Review > Review Routing Tables. When creating a routing table, you can use criteria like applicants’ permanent state of residence to assign applications to specific reviewers. For example, applicants from FL could be routed to Reviewer A, applicants from GA to Reviewer B, and applicants from all other states to Reviewer C.
5. After you add an assignment click Update.
6. Be sure to Save Changes after adding all assignments.