0%

Assign an Application to a Reviewer in a Group

Assign an Application to a Reviewer in a Group

Most applications are assigned to a single, specific reviewer automatically. However, there may be instances where there is a group - or pool - of reviewers available to review an application. For example, a Police Sergeant may have a group officers that can complete reviews, based on criteria such as availability or area of specialty.

In that case, applications for that department or agency would go into a holding area rather than being directly assigned. Then, the person responsible for that group's reviews, the Role Administrator, would manually assign the application to one of the reviewers in the group.

This article covers how to assign an application to a specific reviewer in a group.

Steps

  1. As a Role Administrator, you'll receive an email notification letting you know that an application is ready for review. When you receive this email for a role your administer, this is your indicator that you need to assign a reviewer to that application, even if that reviewer will ultimately be yourself. Click the link to log in to Eproval, or log in directly to Eproval and go to your Dashboard.

    The Fire Marshall Dashboard with a notification that an applicaiton needs a reviewer assigned. The Assign Reviewers button is highlighted.

  2. When an application needs a reviewer assigned, you'll see the notification at the top of your Dashboard. Click Assign Reviewers.

  3. At the top of the screen, the Unassigned section shows all applications that need to have a reviewer assigned. Below that, you'll see sections for each reviewer in the group that shows the applications assigned to them. If a section is blank, it means there are no applications assigned to that reviewer.

  4. In the Unassigned section, click the Plus (+) icon in the Assign Reviewer column.

    Section showing a single application in the Unassigned section. The Plus icon under the Assign Reviewer section is highlighted.

  5. From the Add Reviewer popup. Select the Reviewer you want to assign from the dropdown menu. You can only choose from members in this group; however, you can also assign it to yourself if you like.

    The Add Reviewer popup where you can select the reviewer to assign from a dropdown menu.

  6. To ensure the reviewer gets an email notification of the review assignment, leave the Check to notify the reviewer about this application checkbox selected.

  7. Click Submit.

  8. You'll now see the application listed under the person you assigned it to.

    The section for Seth Johnston, one of the reviewers in the group, showing that the application has now been assigned to them.
0%