Setting Review Requirements

Managers can set up review requirements on a template.

These requirements must be met whenever an instance of the template gets sent for review. In a requirement, you may select a role and how many users from the role must approve.

Any changes made to the requirements of a template affect all instances, both existing and future.

On existing instances, the review requirements must be met the next time the instance is sent for review.

When a review is in progress, the responding user’s review will meet any requirements that can be fulfilled based on the user's roles. For example, if the user is a member of two different roles, and one approval is required from each roles in two separate requirements, both requirements will be met by this single review.

When requesting reviews, operators can add in additional requirements, but cannot remove any that are set on the template. They can also choose users from each role to notify, or to notify all users in the selected role with ‘notify all’.