From the Review Team window go to the Review Team tab.
Specify the Review Coordinator, Company and Contract or Role.
Select the Contacts, Free Form Review Team or Roles to be included in the Review Team by moving them from the left pane to the right pane in the screen provided.
Enter the Total Review Duration in days for reviews to be completed.
Against each selected user (reviewer) enter the following attributes:
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Sequence – This sequence determines the order in which each reviewer will receive the documents for review. Users with the lowest sequence will receive the document first. Once that user has completed their review, the person with the next lowest sequence will receive the document for review until all reviewers have completed their reviews. If using Parallel reviews, the sequence should be the same for each user, so all users receive the documents simultaneously.
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Duration – This is the scheduled duration in days assigned to the reviewer to review documents. The combined total duration for all users should not exceed the Total Review Duration.
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Optional – Only available where 2 or more reviewers are at the same sequence. Optional indicates that the reviewer is not required to complete a review before the reviewer next in sequence is notified. One reviewer must be mandatory in the sequence to enable others to be optional.
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Either – Indicates that if one of any of the reviewers ticked as ‘Either’ at the same sequence completes a review then the reviewer next in sequence will be notified. If other mandatory reviewers have not yet completed their review at the same sequence it will not move on. The use of ‘Either’ option requires at least 2 reviewers at the same sequence in a review team.
Click Save then Close.