Add a Reviewer to the List of Default Workflow Approvers

To make sure the right reviewers are reviewing not just the right applications, but the right sections within those applications, Eproval lets you map - or assign - reviewers to individual sections, rather than blanket assigning dozens of potential reviewers to applications as a whole.

There are two different types of sections for each application type:

  1. Sections that are always on an application of that type, regardless of the event details.

  2. Sections that are only on an application if the Applicant said "Yes" to that section being relevant to their event.

Each reviewer could be assigned to multiple sections in an application, and you can assign multiple reviewers to each section. However, if a reviewer is only assigned to sections specific to an event, and those sections aren't a part of the event's application, they won't get a review notification.

If a reviewer is assigned to a section that's included in an application, then they will see a review notification.

Follow the instructions below to add a reviewer to a specific section for all applications of that type going forward. However, if you want to add a reviewer to an application section for a special, one-off situation, you can follow the Assign a Reviewer to a Single Application (One-Time Approval) instructions.

Steps

  1. Go to Tools > Configuration.

  2. Assigning reviewers are specific to each Application Type. Depending on your setup, you may have more than one Application Type. Locate the Application Type you wan to assign the Reviewer to and click Steps & Workflow.

    Image showing the Special Event Permit type configuration options with Notifications highlighted
  3. Select the correct Category from the dropdown list.  

  4. Scroll to the Workflow Step (Section) you would like to add the Reviewer to. Depending on your setup, some sections will already have reviewers assigned to them. Sections you can assign reviewers to will have a Plus (Add) icon in the Workflow Step column.

  5. Click the Plus (Add) icon.

    Image showing the section with a Fire Marshall already assigned, with the Plus icon highlighted
  6. From the Select Reviewer dropdown menu, choose the reviewer you want to assign to the section.
    Note:  Reviewers must have an active account in the system.

  7. By default, the Approval Required toggle is set to "Yes" which means the Reviewer is required to approve the section. Toggle this to "No" if the Reviewer is NOT required to approve the step. This means they'll receive all of the notifications and can view the application, but they won't have to take any actions on the section.  

  8. Click Add Reviewer.