Once a document has been sent for review and approval there may be a need to amend who is part of the review team. This could be adding an additional member who was initially missed, or removing an unnecessary member to help the review and approval process continue.
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.
From this page, there is an options menu located at the top right. Select the option to "View & Edit review team".
Removing a member
A pop-up window will appear, displaying the current review team. Each review team member will have an actions button on the right hand side.
To remove a member of the review team, select the "Remove" action for that member. The system will then display an "Are you sure" message. To remove the member, select "Remove",
NOTE: Once a member has been removed, the system will send an email notification to let the member know they are no longer required to review the document.
Adding a member
The pop-up window which displays the current review team has an "+Add" button at the top right. Select this to add a new review team member.
By default, the system will look for users who have a RAMs App account. Review team members do not require a RAMs App account. To add a review team member who does not have a RAMs App account, select the slider which will set it to "No". They system will then require the details to be added manually.
Once the correct reviewer has been selected, or the details have been added, select the "+Add" button again to add the member to the review team.
NOTE: The order in which the members review the document can be amended from this window also. Simply click & drag the members to re-order them. Members who are currently reviewing or have already reviewed the document cannot be reordered.
