If you are an admin or a business admin user, you can create and save a review definition for future reference. To do this, please follow the below instructions:
- Click on your name in the top right-hand corner of the screen.
- Go to "Firm Settings" and click on "Review Definitions."
- Click on the plus "+" sign on the right to create a new review.
- Give it a name and select the type of questions you want to assign the reviewers to.
Once you click on Create, you will see that you now have the option to add steps.
Parallel Review: If you have a process in place where multiple users evaluate the same project at the same time, you may add all of the users in step 1, set a timeline for them, set the number of minimum reviewers required, and save the changes.
Sequential Review: If your internal process has a review hierarchy, you can include the initial reviewer in step 1 and add step 2. In step 2, add the person who will review after the first person and so on.
Once you have saved the review definition, you can use it in a project after enabling the review flow.