SOX- is there a way to delete a reviewer from Review Plan
답변함I'm trying to delete a reviewer accidentally added to a review plan. Is there a way to delete a reviewer from the SOX platform?
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Hello and welcome to the community, Jodi!
Thanks for the question. You cannot delete/edit an active review plan item while a test phase is "In Review."
Here are the options depending on the situation:Option 1 — Tester Retracts the Phase (Best Practice)
- The Tester retracts the test phase
- Once retracted, the review plan becomes editable — the reviewer can be deleted or updated
- The tester then re-submits to the updated set of reviewers
- Note: All reviewers will need to re-review after resubmissionOption 2 — Reviewer Returns the Review
- If the reviewer who needs to be removed is still accessible, they can return the review to the tester
- The tester can then delete the review plan item and re-submit with the correct reviewersOption 3 — Reassign via Report (Not Best Practice)
- If neither the tester nor reviewer is available, a Data Admin can update the reviewer via a report (where the reviewer field has an editing rule)
- This will not generate tasks for the new reviewer, so workflow must be tracked via report or the new Testing List View
- This can cause review tasking to become orphaned and is not recommended as standard practice
If Both Tester & Reviewer Are Unavailable:
The tester can first be reassigned (via report or form) so that another user can retract the phase and make the necessary edits.UPDATED 20260댓글을 남기려면 로그인하세요.
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