How applications will be assigned to your reviewers should be designed in the building stages of your program. This article provides an overview of the various ways applications can be assigned to your reviewers to help you make this decision and the instruction information you need to execute that process.
In this Article...
Applications will be eligible for review when they enter a review stage. There are different types of assignments that can be implemented in order to meet the needs of your program and you may find it best to use different methods for your different review stages and programs. These assignment types are:
Distributed selectively by an administrator from Manage Reviews. Assignments can be made by:
|Review Stage Assignments||
Applications are assigned to selected reviewers when they enter a review stage. Customized Reviewer Assignments (Assignment Rules) and Automatic Incoming Assignments are activated within Stage Assignments to assign applications under stated conditions when they enter the review stage.
TIP! Activate review stage assignments by enabling the Automatic Review Assignment setting.
Manual Assignments are assignments made by an administrator selectively. They can be applied to individual reviewers or assigned to teams, a predetermined group of reviewers. Manual Assignments are preferred when the assignment distribution process can't follow a predetermined set of rules to distribute them automatically. See Manual Reviewer Assignments for more information.
TIP! Before assigning applications manually, be sure that all applications to be assigned are within the review stage the review will take place.
Automatic Review Stage Assignments are enabled and managed from the settings of any review stage. There are two types of these assignments: Customized Review Assignments, also known as Assignment Rules, and Automatic Incoming Assignments. These types of assignments, although both located within the stage settings, are only considered active when the master setting "Enable automatic review assignments" is enabled.
Customized Reviewer Assignments
Distribute assignments based on specific rules by making use of assignment rules added to the Customized Review Assignments section. Rules can consist of multiple conditions that must be met before an application is assigned to a single reviewer (or team), or multiple reviewers (or teams). See Customized Review Assignments for more information.
Automatic Incoming Assignments
This feature is used to assign all applications entering the review stage to selected reviewers and/or review teams. As with Customized Review Assignments, selected reviewers and/or teams will only be assigned applications entering the review stage when the "Enable automatic review assignments" is selected. Incoming assignments can be setup with customized reviewer assignments to assign all applications that do not satisfy a rule to select reviewers and/or teams.