Review Configuration Instance Manager

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.

  1. Navigate to the desired project’s Edit area.

  1. Click on the ProjectFlow tab and locate the instance you need in the Workflow Instances list.

  2. Click the Open Workflow Designer button .

  3. A window will appear, with the workflow designer displayed.

  4. 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.

  1. 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.

  1. Add or remove groups as needed by using the directional arrows.

Rules