The review configuration of a workflow is what dictates the hierarchal structure of this process. Should adjustments to this be necessary, a PA has the ability to make them. To access the Review Configuration Instance Manager, follow the steps listed below.
Navigate to the desired project’s Edit area.
Click on the ProjectFlow tab and locate the instance you need in the Workflow Instances list.
Click
the Open Workflow Designer button .
A window will appear, with the workflow designer displayed.
Click
on the Edit Activity Grouping
Properties button .
This button is located on the bottom right corner of the Department
Review grouping. The
Activity Groupings Properties: Department Review screen will display.
Click the Edit Review Configuration button next to the Review Configuration field. Only users in the Coordinator Group can edit the review configuration.
If you want to use the same workflow with
different review configs, name the config the same name as the Project
Template and then for the Activity Grouping choose [Project Template
Name] from the dropdown.
Add or remove groups as needed by using the directional arrows.
Rules
A group can only exist in one place of the configuration.
There can only be one group at the top of the configuration hierarchy.
If groups are added, deleted, or their name changes (whether at the project or template level), the workflow configuration must be updated to reflect this. This will prevent the group from being unavailable for review tasks.
Each point in the hierarchy can have unlimited subgroups.
Each group in the review configuration can have a specific “due days out” set. If left blank, the default of 7 business days will be used.
Groups which have tasks assigned (whether pending or accepted) cannot be moved within the review configuration, or deleted. If you want to move or delete a group, unassign the task.
A group which has been part of a prior review cycle will not be allowed to be deleted.
Can be used for multiple workflow definitions and if the review config is changed it will not affect the running instances but it will affect all definitions using that review config.