Reviewing an Assessment

After finishing an assessment, users can easily choose reviewers from a dropdown menu. This feature simplifies the procedure of sharing findings and removes the necessity of sending confidential documents through email.

When a reviewer is added, the assessment is changed to a draft format with an "In Review" status. This prevents premature submission and ensures that the assessment cannot be completed or submitted until the review is complete.

The number of current reviewers and remaining approvals needed for an assessment is listed on the In Progress/Completed tab.

After the reviewers finish evaluating the assessment and find it suitable, they mark it as approved. If all the reviewers approve the assessment but it is not yet submitted, the assessment will be labeled "Approved," and the overall status will be "In Progress."

In the case of a single reviewer, the user can either submit the assessment or continue working on it. However, if there are other pending reviews, the assessment will be marked as "In Review" and cannot be approved until all reviews have been completed.

If no reviewers are assigned, an assessment can be submitted anytime.

Adding Reviewers

Step 1: From the Assessments module home page, click the row of the assessment to work on or Edit from the "Actions" menu.

Step 2: Click Add Reviewers at the top right of the page.

Step 3: Select the reviewer(s) from the entries in the pulldown menu of users. Typing text into the box will narrow the list. Repeat as needed. No limit exists on how many reviewers can be added. When finished, click Save.

The person assigned as a reviewer will receive an email notifying them of the task. The assessment is now in review mode.

Viewing Reviewer Status

Step 1: From the Assessments module home page, click the row of the assessment to work on or Edit from the "Actions" menu.

Step 2: Click the In review button.

A modal appears listing the reviewers and if they have approved the assessment.

The only two options are "Approved" and "Pending Approval."

Editing Reviewers

Step 1: From the Assessments module home page, click the row of the assessment to work on or Edit from the "Actions" menu.

Step 2: Click the In review button.

A modal appears listing the reviewers. Current reviewers can be removed by clicking the "X" next to their name, and new ones can be added by placing the cursor in the box and selecting a new reviewer. Click Save when finished.

Removed users will appear in the main list until Save is clicked.

Approving an Assessment

Step 1: From the Assessments module home page, click the row of the assessment to work on or Edit from the "Actions" menu.

Step 2: Click the In review button.

A modal appears listing the reviewers. A user who is also an approver will see an Approve button.

Step 3: Click Approve.

After a reviewer clicks Approve, the status changes within the modal to "Approved."

Step 4: Click Save.

The modal disappears. If all reviewers have approved, the status of the assessments changes on the button previously clicked in Step 2.

In addition, the status of the assessments changes on the In Progress/Completed tab.

Revoking an Approval

A user can revoke the approval of an assessment that has not been submitted (i.e., a status of "In Progress") by opening the assessment, clicking the Approved button at the top right of the screen, and then clicking Remove approval from the modal.

This will return the assessment approval status to "In Review" and display the reviewer as "Pending Approval."