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The following configuration features are accessed via the XRAS Admin settings menu—the gear icon on the top navigation bar. The gear icon menu is also where you’ll find Client Settings; those settings are generally required to begin using XRAS and are discussed as part of the Initial Setup and Customization.

Default Reviewers

If you wish to have Default Reviewers for any of your Panels, you can select the Default Reviewers option under the settings menu to get a system-wide summary of all such reviewers across all of your panels and allocation types. You can configure XRAS to assign the same default reviewer to every submission to an opportunity, or you can have XRAS assign a default reviewer based on the resource(s) requested in each submission. With a resource-based assignment, a submission that asks for multiple resources will have the default reviewer for each resource assigned to review the request. You can also specify default reviewers for specific action types (new, renewal, supplement, etc.)

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You must configure XRAS to send Notifications when specific scenarios occur. These scenarios are combinations of the available Allocation Types, Action Types, Event Types, and Recipient Types. 

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As an Admin, you can describe the allocation operations, definitions, and constraints or policies that apply to your organization by configuring a range of Rules that tailors how XRAS behaves in different situations. To ensure XRAS behaves as you expect, you are strongly encouraged to review all the Rules settings before you start accepting submissions via XRAS. Many of the Rules rely on or refer to values or controlled vocabularies you should have configured as part of your initial setup.

If the following Rules options are not sufficient to match your organization’s allocation policies, requests to enhance the interface can be sent to help@xsede allocations@access-ci.org and we will add them to the XRAS feature roadmap.

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Rule: Manage Invitations to Opportunities. XRAS allows you to declare some Opportunities to be “invitation-only.” This rules interface allows you to manage the lists of invited users. In the “Invitations” section, enter either the first or last name of the user to be invited. From the search results, choose the desired name. Then, select the relevant Opportunity from the drop-down list of all invitation-only opportunities, and click the “Add invitation” button. To un-invite the user, simply click on the “Delete” button for that entry.

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