DiligenceVault offers the ability to simultaneously assign the Subject Matter Experts and Reviewers to avoid repetition of effort and completing the project (filling out and reviewing the questionnaire) in a single go.
The simultaneous assignment modal is capable of three types of assignments:
- SME (Subject Matter Expert) only assignment.
- Reviewers only assignment.
- Both assignments: Reviewers can be assigned to unanswered questions without having to wait for the project to be completed.
Project level and Sub-category level assignment:
The project level assignments can be initiated by clicking on the "More" button within the project and then select "Assign SME(s) and Reviewer(s)", whereas the same can be done on the sub-category level by clicking on the icon available adjacent to the sub-category:
Steps to assign SME(s):
- Select the question(s) for which you want to assign the SMEs.
- Select SME users or user roles.
- Update the due date for the respective SMEs
Assign:
- "Assign & Add more"- Assign the updated ones and then repeat the process for next set of SME assignments.
- "Assign SMEs"- Assign the updated ones and close the modal.
- "Next"- Finish the SME assignments and move to the next part which is assignment of reviewer(s).
Steps to assign Reviewer(s):
- Select the question(s) for which you want to assign the Reviewers.
- Select Reviewer users or user roles.
- Update the due date.
- Add additional if required.
- Hit "Assign Reviewer(s)"
In case of simultaneous assignment, the final action will be "Save & Assign":
If you need any additional assistance around the functionality, feel free to reach out to us at ask@diligencevault.com