How to Bulk Assign Review Processes
DevelopNow Portal > Team Development > Bulk Assign Review Processes
Description
As a CPD, I am able to assign a review process to many users at once.
Applicable User Roles
List of roles that have access or can use this feature.
CPD Admin
How To
Navigate to the Bulk Assign Review Process page
To access the Review Process Bulk assignment page, you must be logged in with the CPD admin role. If you have this, you will see the Review Process Bulk Assignment icon in the navigation icons.
How to bulk assign review processes to individuals
When you first click on the Review Process Bulk Assignment page you will land on the Assign to Individuals page. This page will allow you to select any number of individuals to assign a review process to.
The first step is to select the users you wish to assign a review process to. Click on the Add Users button to open the User list window.
To select a user, click on the checkbox next to the users name. You can select any number of users from the list. If you wish to search for a particular user, you can use the search bar in the window to search via first name, surname, preferred name or email address. Any previous selected users will persist through the search process. Once you have finished selecting users, click on the Confirm button to close the window and add the users to the Users list.
If a user is a member of multiple teams, you have to select a team to associate the review process with as well. This can be done by clicking on the 'Select a Team' dropdown, which will display all the valid teams. If the user is only a team member of one team, then the team will automatically be selected and no action is required by you.
The final step is to select a start date for the review process, and the review process you want to assign to users. Once the start date, review process and user teams have been selected then the Schedule Reviews button will become visible. Once you are happy with your choices, click on the Schedule Reviews button to assign the review processes.
How to bulk assign review processes to teams
To access the bulk assign to teams page, click on the Assign To Teams option in the navigation panel.
The first step is to select the teams you wish to assign a review process to. Clicking on the Add Teams button will open up the teams list.
To select a team, click on the checkbox to the left of the name. You can search the teams list via the search bar, which will filter teams based on their names. Searching for a team will not affect any previously checked teams. Once you are happy with the team selection, click on the Confirm button to verify your selection.
When there are teams in the Teams table, there is an "Include Team Leaders" toggle. If this toggle is on, then both team leaders and team members will have the review process assigned to them. If the toggle is off, only team members will have the review process assigned to them.
If a team member or leader already has the selected review process in progress, they will be skipped and they will not have a new instance of the review process assigned. This is ensure any submissions that have already been made are not lost. To overwrite a review process, either select the individual on the Assign to Individuals page or replace the review process on the Team Development page.
The final step is to select a start date for the review process, and the review process you want to assign to users. Once the start date, review process teams have been selected then the Schedule Reviews button will become visible. Once you are happy with your choices, click on the Schedule Reviews button to assign the review processes.
