Doc Summary
Overview
CMPOnline allows for reviews to be assigned at both the individual and group level. Users can be assigned to multiple groups at once, allowing for flexibility when configuring groups and assigning reviews. This document will detail how to create review groups, how to assign users to those groups, and how to assign reviews to those review groups.
Creating Review Groups
- Navigate to Administration > Lookups > Case File > Review Groups.
- Click Add New.
- In the Description box, enter a name for your group.
- Click add user to enter a new user into the group, then select that new user from the dropdown provided.
- Repeat this step until all users are assigned to the group.
Note: If you accidentally add a user you do not want in this group, just click the red garbage can in the actions column beside their name to remove that user. - Click Save.
Once a group is created, select it from the grid to edit, add or delete users, or delete the group entirely.
Assigning Reviews to Review Groups
- Navigate to Case File > Reviews.
- Click Add New.
- Select a review code, enter a description, and enter a date due, as well as any other optional fields you wish.
- Click (or group) beside the Assigned User drop down, to show all review groups, then select the desired group from the drop down.
- Click Save.
Group Reviews will appear in the Reviews section of the assigned case file, as well as in the My Reviews area for each user assigned to the group.
