Review stage setup

A Review stage is a set of preferences defining the properties of Review records created under it. For each Stage, you can customize the Review properties and specify the kinds of feedback you want from reviewers.

Note: You must complete the Review stage setup before creating a new form in the Forms library.

From Reviews, select Review stage setup, then select Add review stage.

Enter a name for the state, then select one of the following options:

• Reviewers are invited: All reviewers receive an invitation to indicate whether or not they intend to conduct the review.

• Reviewers are notified in a sequence: Reviewers can be organized into a sequence, but non-sequential reviews are still pemitted.

  • On approved as well as pending requests: The review sequence continues even if the request becomes approved.

  • Sequence continues regardless of decision: The sequence continues regardless of “Yes/No” responses.

Select a Prior stage that already exists. When that stage is completed, the current stage is automatically sent to that reviewer.

Select from the following Preferences:

• Requests must have a recommended amount – Select if you want proposal owners to enter a recommended amount in Requests before they can add Reviews of this stage to the Requests. They can't save a Review of this stage until they enter a recommended amount.

• Update recommended amount with suggested amount – Suggested amounts entered by reviewers replace the current recommended amount in the Request record.
  

  Note: Suggested amount must be enabled on the Feedback tab for this option to be enabled.

For Feedback, specify all the types of feedback you want from reviewers who participate in this stage of the review process. The options you select here are included in Review records created for this Stage. Options you don’t select do not appear in the review.

Tip: The fields you select in the feedback form must be used in the Forms library.

The Notifications section lets you to determine which email templates are used to automatically communicate with your reviewers.

You can edit the available email templates in the Document Template Manager.