How to Setup Review Groups – RoleMapper Technologies

Review Groups are groups of people who are assigned different roles within RoleMapper to review your job documents. This article show you how to create a Review Group from scratch and add and remove members of that Review Group.

To understand the purpose of a Review Group please see the Review Groups Overview Article.

To see how to assign job documents to a review group please see the How to Assign Job Documents to a Review Group article.

NOTE - The number and name of the Review Group Roles may change for different customers, do not be alarmed if your screen looks slightly different. The process is the same regardless of your specific Review Group settings.

Creating a Review Group

NOTE - Adding people part way through the review process may result in users not being assigned a task. It is always best to add members before a review has started.

Navigate to your Review Groups page, either from the "Review Groups" button on your Homepage, or from the link in the Main Menu.
Click on the 'New Group' button to from the "Manage Review Groups" page.
Name your Review Group by typing in the "Name" box.
Click "Save" to save the Review Group.

Adding Members to a Review Group

Find the person/people you wish to add from the left-hand side of the screen and click on the "+" icon to add them.
The names will appear on the right-hand side under "Assigned Users/Roles".
Assign their role in the review process as appropriate by clicking the "+" button in the relevant column of the "Assigned Users/Roles" section.
Click "Save" to save the Review Group

Removing Members From a Review Group

Click the "-" button next to an assigned User to remove them from your Review Group
Click "Save" to save the Review Group

Process Overview

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