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How to create a Review
In addition to creating and assigning tickets, users can now assign tasks and send items/records for review and approval.
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Click next to the plus sign next to Assignments and click "Review".
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Enter a "Title" for the review.
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Enter a summary for the "Review"
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Select a "Sub Module" by clicking on the drop down arrow next to it.
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Select a "Sub Module" for the "Review"
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Select "Type" by clicking on the down arrow next to it.
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Select a "Type" for the "Review"
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Alternately you can add a new "Type" by clicking on the plus sign
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A pop-up window will show up. Enter "Review Type" here, check the box next to "Is Global" if you wish for the type to be available across the system.
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Click "Save"
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Click on the drop down arrow next to "SubType"
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Select a "SubType" for the "Review"
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As with "Type", you can create a new "Sub Type" by clicking on the plus sign.
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Select a Company from the drop down.
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Select your "Company"
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Click on the drop down next to "Sites" to select one or multiple sites.
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Check the boxes next to the Sites you wish to add
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Alternately you can click on the plus sign to create a new Site as shown for "Type", "Sub Type", "Company" and "Sites".
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You may click Cancel and not add a new "Site" or enter a name for the Site and click on "Save".
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