Can I set up additional remark fields available to the Reviewers ?

  • Additional remarks are added in a similar way to the way you add validation steps.
  • A remark is a free form text that you can name as you please.
  • You can add up to 4 additional remarks that will appear on each reviewer’s email & form
  • Remarks WILL ONLY be available to the reviewer step 1.
  • If step 1 declines, the process stops.

 

1. Click on "Setup additional remarks" and add your remarks

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2. Reviewer one adds remarks in the validation module they receive via email

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3. If "Send back to requestor" is allowed in the Advanced tab requestor will receive email response will additional remarks

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4. 2nd reviewer, if applicable, will get original submitted form as well as the section with the
additional remarks.

 

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3rd reviewer, if applicable, will not see level 1 remarks

Each next level will see the previous remark and NOT ALL previous remarks. For example with have 2 levels second reviewer will see the first reviewer remarks but if we have 3 levels second reviewer will see the first reviewer remarks and 3rd reviewer will see the second reviewer remark.

 

 

 

 

 

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