How to Automatically Distribute Applications to Reviewers
Updated
As your applications move through your workflow into your reviewer process, you can set it up so that when applications move to the reviewer stage, they are available to your selected reviewers. This process is configured within the Assignments tab of your review stage settings.
NOTE: This setup will need to be configured before applications start to enter the review stage.
These assignments are automatic and distribute all incoming applications that enter the review stage to a set of reviewers and/or review teams.
Go to your Workflow
Access the Review Stage
Go to the Assignments tab
Ensure is selected
Click Select
Select the Reviewers and/or Review teams that are to review the applications in this stage
Click Add
Important! Once you have selected all of your reviewer/teams press the toggle to Enable automatic review assignments
Save the stage
Evenly Distribute applications to selected Reviewers
If this process is configured, as applications move into the review stage they will be randomly, and evenly distributed to your selected reviewers.
NOTE: This configuration will only work with Individual reviewers at this time
Go to your Workflow
Access the Review Stage
Go to the Assignments tab
Select Distribute reviewer assignments randomly, and evenly over selected reviewers
Determine how many reviewers should be assigned to each application
Optional: Set a maximum number of applications to give to each reviewer. If this is selected, you will have additional settings to determine what happens when the max number is met for all reviewers.
Select the Reviewers that are to review the applications in this stage
Click Add
Important! Once you have selected all of your reviewer/teams press the toggle to Enable automatic review assignments
Save the stage
Set Custom Rules for how to assign applications
Custom Rules are useful if you have groups of different applications and they are to be assigned to different reviewers/team. For example, if your applications are divided by region and a different team of reviewers is to review their corresponding region.
Add the conditions that must be satisfied in order to apply the assignment Optional: Select the + to add additional rules or select to nest rules together.
Select the Reviewers and/or teams that will be assigned an application that satisfies the rule.
Activate the rule
Continue to add your different rules so that all applications can be connected to a reviewer
Decide what should happen if an application doesn't meet one of the rules
Important! Once you have selected all of your reviewer/teams press the toggle to Enable automatic review assignments