Add or remove an assignment review workflow in Planning Business Modeler

In the Forms Assignment workspace, you can add an assignment review workflow to an assignment, or you can remove a review workflow from an assignment. When you add a reviewer to an assignment that has no prior reviewers, a review workflow is created for that assignment. Conversely, by removing all reviewers from an assignment, you can remove a review workflow from the assignment.

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Add a review workflow to an assignment

Remove a review workflow from an assignment

Add a review workflow to an assignment

  1. In the Workspace Browser, click Process Management.

  2. In the View drop-down list, select Assignments.

  3. In the Assignment workspace, click to open an assignment.

  4. Click the Review pane header to expand the pane, and then click Select Reviewer(s). The Manage Reviewer(s) dialog box opens.

  5. In the reviewer table, click to select the reviewer you want to add, and then click Add Selected.

    You can add multiple reviewers to an assignment.

  6. Click OK. The reviewers that you selected are listed in the Review pane.

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Remove a review workflow from an assignment

  1. In the Workspace Browser, click Process Management.

  2. In the View drop-down list, select Assignments.

  3. In the Assignment workspace, click to open an assignment.

  4. Click the Review pane header to expand the pane, and then click Select Reviewer(s). The Manage Reviewer(s) dialog box opens.

  5. In the Select users/roles list, click to select a user or role, and then click Remove.

    You can remove all reviewers from an assignment by using the Remove All button.

  6. Click OK. The reviewer or reviewers are removed from the Review pane.

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