Once a document is sent for review and approval, the details of the reviewers who are not RAMs App users can be modified. Their name, job role and email address can be modified.
NOTE: Users will only have access to the following features if the company admin has assigned the correct user permissions.
To do this, first locate the document from within the Risk Assessment and Method Statement module. Then select the action button at the top right of the card. This will load a drop-down menu. Select the "Signatures & History" action.
Within the Signatures & History page, select the "options" button at the top right. This will load a small menu. Select the "View & Edit Review Team" option.
A window will appear displaying all the reviewers linked to this document. Each reviewer has a settings menu. Within the settings menu you will find an "Edit" option. Select this.
The window will now display the reviewers current name, job role and email address. Each field can be amended.
Once the change has been made, select the "Update User" button. The changes will then be logged within the signature and history page for the document.
NOTE: If an email address was modified for the current reviewer, the document will be sent to the new email address immediately.
