Delegate Review

Project members may need additional input or allocate the review to someone else. This feature gives the option to delegate to another reviewer in parallel, or as a replacement for, the current reviewer.

1. Select one or more Documents from the Review Screen.

2. Click Actions, and then select Delegate Review. This feature is only available from the Review screen.

   

3. Select the User or Role in the New Reviewer field, and then select the applicable company and user or the role.

   

4. Select either Delegate the review to the selected user or Add as parallel reviewer to the current sequence within _ days and then select the Review Type from the drop-down menu as Mandatory or Optional. If the Review/Release configuration does not allow days to be added to the review, you cannot edit the Days field.

5. Select Delegate.