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Below are the types of workflows for confidential review template -
Assign to UpRaise Admin
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In this workflow, team member is not acknowledged that a review is being conducted for them. Reviewer submits the form it is assigned back to the form distributor.  Step 1 - Template is distributed by UpRaise admins or user with sufficient permissions. Reviewer will get an email notification that the form is assigned to them. Status -
Step 2 - If needed, reviewer can save the draft of the responses, that case following status is applicable. Status -
Step 3 - Once the reviewer has submitted their responses, form is marked as Complete & is assigned to the form distributor. UpRaise admin/user (whoever has distributed the form) will receive the notification that the reviewer has completed the form. Status -
If needed, form distributor can reopen the form. Once reopened, the same flow & status transitions will continue from the beginning with following status. Status -
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Assign to reviewer's manager
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In this workflow, team member is not acknowledged that a review is being conducted for them. Reviewer submits the form it is assigned back to their manager for approval. Based on manager’s action form is executed further, below are the details.  Step 1 - Template is distributed by UpRaise admins or user with sufficient permissions. Reviewer will get an email notification that the form is assigned to them. Status -
Step 2 - If needed, reviewer can save the draft of the responses, that case following status is applicable. Status -
Step 3 - Once the reviewer has submitted their responses, form is assigned reviewer’s manager with following status. This workflow allows reviewer’s manager to review and approve/ reopen the form. Step 4- Based on the manager’s action, following statuses are applicable. Status -
When form is reopened, previous responses remain as it is, user will be able to edit and re-submit them. |