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Creating a workflow for requests prior to sending to the auditee

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I was wondering if there's a workflow that exists for requests where a manager would have to review the request prior to sending to the auditee?  This would help to allow the manager to review the requests prior to them being sent to make sure they're accurate and requesting the correct information prior to sending to the auditee.

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  • Mike Davis
    • Bewerkt

    Hi Matthew!

    Yes, there is a workflow that allows a manager to review requests before they are sent to the auditee. This can be achieved by enabling a review workflow in the request process. Here's how it works:
     
    1. Review Workflow Setup:
      - A review workflow can be configured to include a "reviewSection" and "reviewLogSection" in the form definition. This ensures that reviewers are assigned and their actions are logged.
      - The workflow can be sequential, where requests are reviewed one at a time in a hierarchy, or flat, where multiple reviewers can review simultaneously.
     
    2. Manager Review Process:
      - After a request is submitted by the assignee, the manager (or approver) receives a notification to review and approve the request task. The manager can review the attached files, leave comments, and return the request if additional information is needed.
     
    3. Configuration Details:
      - To enable this workflow, you need to add the following YAML configuration to the form definition:
     
    yaml
         - reviewSection:
             title: "Reviewers"
    4. Additional Features:
      - Notifications and tasks are automatically created for reviewers.
      - Reviewers can approve, return, or add notes to the request.
      - Progress tracking is available to monitor the status of the review.
     
    This workflow ensures that requests are accurate and complete before being sent to the auditee, improving the overall quality and efficiency of the process. Let me know if you need further assistance with setting this up!
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