3.3.1 Create New Reviewer

To create a new Reviewer:

Click the Manage Reviewers link on the left menu.

This will take you to the Manage Reviewers page. On the Manage Reviewers page, you will see a list of all of the Reviewers currently in your program, along with their names, titles, e-mail addresses, and phone numbers.

From the Manage Reviewers page, click the Create New Reviewer button.




This will take you to the Create Reviewer page.

Select the role(s) for the Reviewer by clicking the Reviewer checkbox. You may assign the user the Administrator and/or Provider role in addition to the Reviewer role.

If the Reviewer should have access to identified child data, then click the Yes button for "Child Data Access". Otherwise click the No button.

Enter the following profile information for the Reviewer. Items marked with a red arrow are required  

Once you have entered the profile information for the Reviewer, click the Save button.

An e-mail will be sent to the Reviewer which will contain a link for them to create their password. The Reviewer will then be able to log in to the AEPSi account.

Note: If the Reviewer does not receive an email, there are two possible issues:
1) The email address entered into his or her profile is incorrect--check to make sure it was entered properly, and
2) If the email address was properly entered, inform the user to check his or her spam filter.


3.3.2 Edit Reviewer Profile

If you need to edit a Reviewer’s profile, there are two options:

1. From your Program Administration main page, type the name of the Reviewer in the search field and click the Search button. The matching Reviewer will show up in the search results. You can click the Edit link to make changes to the Reviewer’s profile.
2. From your Program Administration main page, you may also click the Manage Reviewers link on the left menu. A list of all Reviewers in your program will be listed with links to view and edit their profiles.

3.3.3 Deactivate/Reactivate/Delete Reviewer

If a Reviewer no longer needs access to the AEPSi account, you can deactivate that account:

1. Click the Manage Reviewers link on the left menu or use the search function on the Program Administration page.
2. Locate the Reviewer you would like to deactivate and click the "Deactivate" link.
3. The deactivated Reviewer will be moved to the end of your Reviewer list.

Note: You can only view, not edit, a deactivated user.

Once the Reviewer has been deactivated, he or she will no longer have access to the AEPSi account. However, the account information will not be deleted and may be reactivated. If you need to reactivate the account:

1. Click the Manage Reviewers link on the left menu.
2. Locate the Reviewer you would like to reactivate. The list of deactivated Reviewers can be found at the bottom of your Manage Reviewers page.
3. Click the "Reactivate" link.

To permanently remove a deactivated Reviewer:

1. Click the Manage Reviewers link on the left menu.
2. Locate the deactivated Reviewer you would like to delete. The list of deactivated Reviewers can be found at the bottom of your Manage Reviewers page.
3. Click the "Delete" link.
4. A confirmation message will display stating the following: "Are you sure you wish to delete this user? This action is permanent and cannot be undone."
5. Click "OK" to delete the user or "Cancel" if you do not wish to delete the user.

Once a Reviewer has been deleted, all user account information will be permanently removed. The Reviewer will no longer be able to access AEPSi.

Note: Reviewers must first be deactivated before they can be deleted.