Assigning reviewers to questions within sections

Overview

Reviewers, and specific review processes, can be assigned to questions within sections by authors on the project.

• They can be assigned at the question level individually or in bulk.
• Reviewers receive email notifications about the assignment regardless of whether the assignment was made individually or in bulk.

A section with many questions may require specific questions to be reviewed by a different set of reviewers following different processes than the already set reviewers and processes defined at the section level.

Assigning reviewers from the Manage Users pane

1. Click the More Options menu associated with the question you want to assign and select Manage Users.
   
2. On the Manage Users panel, click the Reviewers tab.
   • If there are existing reviewers, they will be listed. Click to add additional reviewers.
   • If not, click Add Reviewers.
     
3. Specify the review process, add the reviewer, and any messages (optional), and specify the due date.
   
4. Turn on the Queue and Notify Later toggle if all the notifications should be queued and sent to the reviewer as one, then click Save.

Assigning reviewers to questions in bulk

1. Select the checkboxes associated with the questions you want to assign, then click Users in the header.
   
2. Select the Reviewers tab and assign, reassign, or remove reviewers from the question using the same methods you would for individual questions.
   Note: Users with the Team Member role can't assign questions to other users.
   

Editing custom processes

When reviewers/review processes are assigned at the question level to any of the questions in a section, the section’s review process changes to Custom, which you can see when you hover over the small triangle on the Manage Sections page.

When a section’s review process is custom, and you try to edit it following the steps above, the review process/reviewers are non-editable, as any edits at the section level will override all review process/reviewers’ assignments made at the question level.

1. To edit the review process/reviewers, click the Edit Custom Process link.
   
2. Make your changes, then click Reset Updates to override the question level assignments.