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Assign a Supervisor Review

When the Supervisor Review setting is turned on for a department, runs without errors that have been submitted for finalization by the record owner and have also passed Validation are automatically routed for supervisor review.

As a supervisor, you have the option of reviewing a run, assigning it to yourself or simply reviewing it. Further, you have the ability to assign the run record to another supervisor for review.

To assign a Supervisor Review

Note: Record owners cannot review records they created, so the Review option is not listed in the menu for those records.

  1. From any page, go to Run Records: Pending Review. The Pending Review page opens, displaying all records waiting for review, sorted by review type.

    TTCDX_pendingreview.png

  2. Go to the Supervisor Review section, click the Actions button associated with the record you want to open, and select Assign.

    TTCDX_assignsupervisor.png

  3. In the Assign Supervisor Review for [Incident] window, select the individual to whom you would like to assign the run and then click Select.

  4. When the confirmation window opens, click Save & Continue.

The run record remains in the Supervisor Review list, but now the individual's name you assigned the review appears in the Assigned To column.

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