Creating a Review Group

Create a Review group to designate any members of that group to review an activity. Any member of the review group can Accept, Decline or Complete an activity. Once a member acknowledges an activity, the activity does not have to be reviewed by any other member of that review group.

To create a review group, follow the instructions below:

1. Enter the Activities Tab
2. Click the Activity Plan Builder
3. Click Manage Review Groups
4. Click Add Review Group
5. Enter the title for your review group, then hit Save
6. Select the newly created review group
7. Click Add User to Review Group
8. Select a user from the drop down list, then hit Save

Note: reviewers will need to be a member of the Org Unit already