Once you've created routing steps, you may want to test the reviewer experience before assigning the "real" reviewers. Follow the steps below:
- First, create a copy of the current draft/opportunity by viewing it from the Manage tab > Copy button. This way, you can do any testing on this copy without affecting your "real" process. Just make sure to re-name the copy something obvious to distinguish it.
Note: You can test in your actual opportunity, but once you assign a reviewer (even a test one) all rating scales are locked from editing. So, if you think those may need to be edited, you should first copy and test on the copied version.
- On the Details page, make the Remove from Homepage Date in the past (so it won't show and people won't accidentally apply to it).
- Go to Finalize, launch. At this point you can then input some test applications:
- Use the Submit by Proxy button from the Manage view to submit applications on behalf of colleagues (these users will get notifications when you do this, so they should be people aware of what you're doing).
- Have colleagues submit applications by sending them the direct link to the test opportunity (You can find the link from the Share button).
- Once you have some applications to review:
- Accept the applications for review (Data Grid > Batch Actions).
- Assign colleagues (or yourself) as reviewers .
- View the review form from either the Review by Proxy link or from your Reviews tab (if you assigned yourself).
- You can then return to your original opportunity and make any necessary edits.
If you want to test what an applicant will see, read this article.