Review Groups Overview – RoleMapper Technologies

NOTE - This article discusses the default setup for Review Groups in RoleMapper. Many organisations have custom roles, permissions and flows for Review Groups which may differ from this standard setup. Please check the "Organisation Specific Content" section for your organisation to see your specific setup.

Review Groups is the name given to the process in RoleMapper whereby you can review, improve and approve Job Documents.

Individuals can be assigned to a group with a specific role
Their role dictates their permissions, Tasks and actions
Multiple documents can be assigned to each Review Group
Each document can only be in one review group
The same individual can be in multiple review groups, with the same or different roles. E.g. they can be a 'reviewer' in one and an 'approver' in another

Review Group Roles

The standard roles in a Review Group are:

Role	Permissions
Reviewer - Reviews the Job Document and provides suggestions of possible changes required	Access the document in "Read Only" mode - no editing rights Can make comments on the document Mark the document as "Reviewed" and send to the Contributor Multiple Users could be Reviewers
Contributor - Responds to the feedback and edits the document	Access the document in "Edit" mode All changes will be tracked and recorded in the Audit Trail and be visible to Approvers Mark the document as "Pending Approval" and send to the Approver Multiple Users could be Contributors
Approver - Has the final say on if a document gets approved or requires further changes	Access the document in "Read Only" mode - no editing rights Can make comments on the document Mark the document as "Approved" or Reject the document and send back as "Rejected" to the Contributor Usually there is a sole Approver

Document Statuses

The standard document statuses in a Review Group are:

Draft - The original document without any changes
Reviewed - Document with comments from a reviewer ready to be edited
Pending Approval - Edited document awaiting approval
Rejected - Document has been rejected and requires further edits
Approved - Document has been approved and is ready for use

Review Group Document Flow

The standard document flow in a Review Group is:

Related to