RAMs documents can be sent for review and approval, which requires a user to input a reviewers details. If multiple reviewers are required, they can be added one by one. If the same reviewers are being added for review and approval, time and time again, users can now create review teams.
These teams can consist of both RAMs App users and non-RAMs app users. Creating these teams will save time, as they can be selected from the review and approval screen, right before the document is sent.
To create a team, first head to the "Send document for approval" page.
Once on this page, there is a "Create review team" button.
This generates a small window which needs a team name entered. After entering a team name, select the "Create Team" button to continue.
The window will then expand, allowing reviewers to be added. By default, the system will be looking for users who have a RAMs app account. Reviewers do not need a RAMs app account. Selecting the slider will set it to "No", which will then allow for details to be entered, rather than selecting users from a drop down menu.
Once the correct RAMs App user has been selected, or the details of the non-RAMs app user have been entered, select the "Add User" button to make them part of the review team.
Users who have been added to the review team will appear in the review team list towards the bottom of the modal. From the list, reviewers can be removed. If they do not have a RAMs app account (non-RAMs app users), their details can also be edited using the "edit" action. Additionally, the order in which the document will be sent to the reviewers can be modified by clicking and dragging the users up or down the list.
After all of the necessary reviewers have been added to the team, the modal can be closed using the X at the top right or by simply clicking outside of the window. There is no save option as the team has been saving with each change the user has made. The review team will now appear in the "Assigned Team" list.
The review team can then be added to this documents review and approval by selecting the "Add team" action. From the action menu, you can also edit and delete the team.
The members of the added review team will then appear in the "Review Team" list. The reviewers can still be click and dragged here to change the order in which the document is sent for review. Individual reviewers can also be removed from the "Review Team" list, if certain members of a review team are no longer required.
Now the team has been created, any time a document is sent for review, the review team can be assigned. Which would instantly add all members to the "Review team" list.
