Assigning Review Levels

When, in the Properties Wizard, you assign writers, reviewers, and approvers to a document or assessment, you can create levels to specify which users get the document or assessment first, second, and so on. When you create multiple levels, all users on the first level must complete their tasks, before the same task can be sent to the users at the next level.

Add a Level

  1. From an open document or assessment, click the Properties Wizard tab, and then click Writers, Reviewers, or Approvers depending on where you want to add a level.

  2. Click New Level.

    • The new section has a dark border, indicating that this level is now active. Any users selected at this point are added to Level 2. To make Level 1 active again, click anywhere in Level 1.

Assign Users to a Level

Click a level to activate it, and then select users, departments, job titles, or groups. Notice that the number of selected users in the level is updated automatically.

Move Users Between Levels

Click and drag a user to the desired level.

Note: To move multiple users at once, hold down the Ctrl key as you select each user, and then click and drag the selection. To select a range of users, click the top user and then hold down the Shift key as you click the last user.

Adjust Level Settings

With multiple levels, Due Date and Minimum Required Users settings exist for each level.

Set Minimum Required Users

(Optional) By default, all assigned writers, reviewers, or approvers must complete their tasks before the document or assessment moves on in the workflow. Alternatively, you can have the document or assessment moved on in the workflow as soon as that number of writers, reviewers, or approvers complete their tasks. In the level header, click , select Number of users required from those assigned, and type a number, and then click OK.

Notes:

  • If a group is included and is both inherited from the template and designated as required, users within the group are counted individually toward the Require number. If you set the Require number at 2, either of the following would complete the level: the individually assigned approver and one user from the required group accepts the document/assessment; two users from the required group accept the document/assessment.
  • If there are fewer users assigned than the number specified, the content will also continue once all assigned users have completed their tasks.
  • If there are no assigned users, this level will be skipped. However, if this is the last level, and at least one person has completed his or her task in a previous level, then the content will continue. Otherwise, the content will remain on this level indefinitely.

Remove a Level

Remove all users, groups, departments, and job titles from the level, and then click .