The Expert Portal provides a streamlined way to search for experts using published blueprints and access detailed information about their contributions and performance metrics.
Tap the video to pause the demo or manually advance each step.
Step 1: Navigate to Expert Portal
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Go to the Expert Portal.
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Select the Published Blueprints section from the dashboard
Once you’ve selected the Published Blueprints section:
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Locate an expert and click, some information table will be displayed on your screen to the right
The table includes the following columns:
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PersonDisplayCode: A unique identifier for the expert.
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Name: The full name of the expert.
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Email: The expert’s registered email address.
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User Agreement: Status of the agreement with the system.
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Rating: The expert’s rating based on their performance.
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Items Written: The number of items the expert has authored.
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In Draft: Items currently in draft status.
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Awaiting Review: Items awaiting review by another party.
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Awaiting Revision: Items flagged for revisions.
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Awaiting Rewrite: Items flagged for rewrites.
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Under Review: Items currently under review.
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Accepted Items: Items that have been approved and accepted.
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Cancelled by Author: Items cancelled by the expert.
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Invalid: Items flagged as invalid.
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Reviewed: Items that have been reviewed by others.
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Passed: Items that passed without further edits.
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Passed with Revisions: Items that passed after minor revisions.
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Failed: Items that failed the review process.
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If you need to analyze or share the expert information:
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Locate the Export button on the screen.
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Click on Export to CSV.
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The exported CSV file will include the following columns:
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PersonDisplayCode
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Name
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Email
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Rating
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Items Written
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Revisions
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Rewrites
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Items Accepted
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Items Rejected
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Items Reviewed
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Total Revisions
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Total Rewrites
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By following these steps, you can efficiently search for and manage expert information within the Expert Portal, ensuring you have access to accurate and actionable data for your needs.