Within each routing step in the Routing Steps section, Administrators have the option of sending reviewers a Routing Step Recap. This recap captures how all reviewers in that given step reviewed an application. 


It is sent after all reviews have been submitted for that step for each application. The recap is delivered via email with a PDF attachment that includes the application contents, followed by each completed review form. It is sent per application, so if a reviewer is assigned to multiple applications, they will receive a separate recap via email for each application they've reviewed. 

Tip: If Administrators want to receive the recap as well, they can assign themselves as reviewers, complete their reviews, and then after all reviews are in and the recap has been sent, Admins can delete their review assignments.

To access the Routing Step Recap box, while in Edit mode, follow these steps.

  • Step 1: Click on the Routing Steps button on the right.
  • Step 2: Click on the Routing Step title to expand the step.
  • Step 3: Scroll down to the Routing Step Recap box, which is directly above the Reviewer Acknowledgment box.
The chart below outlines what to expect when Routing Step Recap boxes are checked or unchecked. The default is unchecked. Routing Step Options boxes are also unchecked by default.


 Upon routing step completion, email all completed reviews to all reviewers
 assigned to this step.

Checked

  • Reviewers will receive a Routing Step Recap email for each application they reviewed within the specific routing step.
    Note: This box should be checked ideally before reviews are assigned, but definitely before the last review for a routing step is submitted. If all reviews for a routing step are submitted and then this box is checked, no Routing Step Recap will be sent.
Unchecked
  • No Routing Step Recap email will be sent to reviewers, even if the two other Routing Step Recap boxes (see below) are checked.


 Each viewer may see the identities of the other reviewers.

Checked

  • Instead of reviewers being designated as Reviewer 1, Reviewer 2, etc. in the Routing Step Recap PDF, the name of each reviewer will be listed with their corresponding review.
    Note: In order for this box to be activated, even when checked, the "Upon routing step completion, email all completed reviews to all reviewers assigned to this step" box must also be checked.
Unchecked
  • Reviewers will be designated as Reviewer 1, Reviewer 2, etc. in the Routing Step Recap PDF. Their names will not be listed.
    Note: If this box is unchecked and the "Upon routing step completion, email all completed reviews to all reviewers assigned to this step" is also unchecked, no Routing Step Recap will be sent.


 If there are previous routing steps, include those reviews as well. 

Checked

  • Reviewers will not only have access to the Routing Step Recap for the step they were assigned to, but the recap PDF will also include submitted reviews for routing steps completed before their assigned step.
    Note: In order for this box to be activated, even when checked, the "Upon routing step completion, email all completed reviews to all reviewers assigned to this step" box must also be checked.
Unchecked
  • Reviewers will only have access to the Routing Step Recap for the step they were assigned to.
    Note: If this box is unchecked and the "Upon routing step completion, email all completed reviews to all reviewers assigned to this step" is unchecked, no Routing Step Recap is sent.


Notes: 
- If Comments to the Administrator were submitted with any reviews, those will be included in the Routing Step Recap PDF.
- If reviews are edited by administrators after Recap has already been sent, a new Recap will not be sent.
- If a review assignment is deleted and re-completed, a new Recap will be sent.
- If a reviewer is added to a step and then completes the review, a new Recap will be sent to all reviewers assigned to that step for that application.


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.