Overview

Reviews constitute a checklist of mandatory action items (tasks) associated with various licences, each of which must be checked ✅ before the associated licence can be issued. The tasks that constitute each of the reviews will depend on the licence type. Each task can be assigned to an individual responsible for reviewing and approving it.

Here is a partial list of Reviews:

The ID ❶ column contains the numbered Review, each of which is a link to the detailed Review record. The numbers for each of these records are automatically assigned sequentially by the system when the Review record is being added. The "Insurance Policy" record appears to be the 60rd created Review record (based on its ID), but it occupies the fourth position ❷ in the Position column ❸. It has been moved to its current position using the up/down arrows ❹. All Review records can be positioned in this manner, placing the most commonly used Reviews nearer to the top of the list.

Add a Review

1. Click on  +Add Review  ❺. The New Review dialog box appears, with the Details ❶ tabs pre-selected:
   
2. Enter a Name ❷.
3. Select the user/email address ❸ of the individual(s) who will be responsible for overseeing this Review. Hold down the CTRL key and click on all the individuals to be included.

4. Ensure the Active flag ❹ is set to Yes. If set to No, the Review will not be available in the system. “No” might be the setting for a new Review to be used some time in the future, or it could be the setting for an existing Review that is no longer used (but not deleted, so that data pertaining to it is retained in the system).

5. Click  Next  ❺. The Tasks tab ❻ is now selected, where the actionable tasks associated with the Review are to be added:

6. Click on  +New Task  ❼. The New Task dialog box appears:
   

7. Enter a Name and (optionally) a Description ❽ for the Task.

8. Select Assignee(s) ❾ The user name(s) of the individual(s) assigned to this task.

9. Click  Add  ❿.

10. Repeat Steps 6 - 9 to add a New Task.

11. Click on  Add  ⓫ when all the tasks for the Review have been added.

Editing, Deleting, and Viewing/Modifying a Review

Simple Edit of a Review

1. Click on the Edit tool  ❶. The Edit Review dialog box will appears:
   
2. Make the required changes.
3. Click Save.

Delete a Review

1. Click on the Delete tool  ❷. When prompted, click on Remove.

View/Modify a Review

1. Click on the ID link ❸ for the Review you wish to View/Modify. The follow screen appears, with the Affiliate panel on the left and the information panel with data corresponding to the chosen option on the right. The Details option showing the core fields in the Review record appear:
   
   Any of these fields can be edited as required.
2. Click on Tasks to see all the tasks associated with the Review.
   1. You can add a  + New Task  ❹. The New Task dialog box appears:
      1. Provide a Name and Description ❶ for the New Task.
      2. Select the Assignee(s) ❷ responsible for this task. Hold down the CTRL key and click on all the individuals to be included.
      3.  Click Add  ❸.
   2. Edit an existing task, delete it, or reposition it using the up/down arrows ❻.
3. Click on Licence Types  to see all the Licence types that this review applies to.
4. Click on Licences to see a list of all the individual licences that involve this type of review and their current status:
   1. Clicking on the Licence # ❶ will open up the corresponding permit.
5. Click Log  to view a log of all the changes made for this review.