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Assigning Reviewers (Properties Wizard)

You can assign one or more reviewers to check the document or questionnaire for accuracy and completeness.

Assigning reviewers is an optional Properties Wizard step, unless the template includes one or more required reviewers.

In the Reviewers step, first check to see if the template included reviewer assignments. In the example below, the template automatically added two reviewers. The reviewer assignment marked with is required, meaning that you can't remove it. The other reviewer assignment is optional and can be treated as a suggestion. To remove an optional reviewer assignment, click it, and then click .

If your PolicyTech system has multiple sites, do one of the following.

Leave the default site selection to select reviewers from the current site.
Under Site, click , select a different site, and then click OK.

Under Site, click , select Allow multiple selections, select two or more sites, and then click OK.

Important: If you will be assigning reviewers from other sites, see Assignees and Site Access before doing so.

Select one or more reviewers.

Note: A list of reviewers within the selected site or sites is displayed by default. (If multiple sites are listed, expand a site to see and select individual reviewers.) To use another selection method, see Other Ways to Select Reviewers.

(Optional) Set a due date for when reviewers should be finished. See Setting Due Dates for Writing, Review, Approval, and Assignee Tasks for details.
(Optional) By default, all assigned reviewers must complete their tasks before the document/questionnaire moves on in the workflow. Alternatively, you can set a minimum number of reviewers of those assigned and have the document/questionnaire moved on in the workflow as soon as that number of reviewers complete their tasks.

In the right pane where reviewer selections are listed, click , select Require [X] Users, type a number, and then click OK.

Note: 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. For example, suppose that, on a particular reviewer level, there is one individually assigned reviewer and a required group inherited from the template containing three reviewers. If you set the Require number at 2, either of the following would complete the level: the individually assigned reviewer and one user from the required group accepts the document/questionnaire; two users from the required group accept the document/questionnaire.

(Optional) As you assign reviewers, they all receive tasks when the document/questionnaire goes to Review. If you want the document/questionnaire to go to reviewers in a specific order, create additional review levels. See Working with Levels for details.
(Optional) Set a due date for when reviewers should be finished. See Setting Due Dates for Writing, Review, Approval, and Assignee Tasks.
(Optional) Click Advanced Settings, and then click Add Note to include instructions or other information for the assigned reviewers. See Adding Notes for Writers, Reviewers, Approvers, and Assignees for details.
Do one of the following:

To continue with assigning properties, click Next Step, and then go to Assigning Approvers.
To stop assigning properties and finish later, click to the right of Submit for Review, and then click Save and Close. (When you are ready to continue with assigning properties, go to Editing a Draft Document.)

If this is a document and you want to work on its content, click Edit Document, and then go to Writing a Document.
If this is a questionnaire and you want to work on its content, click Edit Questionnaire, and then go to Adding Questions and Answers to a Questionnaire.