The Review tab of the Data Grid displays both summarized and detailed information about routing steps and the review process.
Overview
- Chart on the left displays summary of the number of applications in the review process by status.
- Bar graph on the right displays reviews complete vs. incomplete by routing step. If your opportunity has more than 3 routing steps, you can select which 3 to show at a time.
Routing Steps - Summary
- Each routing step is displayed in a row with amounts and percentages comparing unassigned, complete, incomplete, and overdue.
Routing Steps - Details
- Routing step names, types, and rating scales (if applicable)
- Check this area before assigning any reviewers. Once reviewers are assigned to a routing step, the rating scales are locked from editing.
Data Layout
- Each review assignment is displayed in a single row, with the Reviewer column differentiating multiple assignments on one application.
- Search, sort, or filter as needed to view review assignments in various ways.
- If needed, use the columns dropdown to customize which routing step data is shown.
Batch Actions
- Application actions:
- Review actions (only on Review tab):
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