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Preferences - Review Teams

Review teams are groups of reviewers that reviews can be assigned to, such as a Legal or Procurement team. Use the Review Teams preference page to define each team's members, the conditions under which reviews are automatically assigned to the team, and the team's workspace app page.

To make a team available for a review, add it to the Teams to Include field of an assignment policy on the Review Assignment preference page.

Each team is also listed in the Teams Workspace App Pages table on the Views preference page. Configuration changes made in either location are reflected in both.

Add and Configure Review Teams

To create and configure a review team, follow the steps below:

  1. In the Teams table, scroll to the bottom of the table and select the Create Row button, preference-table-create-row.png. The Create Row window displays.

  2. Configure by entering values for the relevant fields:

    Remember, you can select the insert field button, insert_field.png, to add schema fields and other dynamic values.

    1. Name (Required) - Enter a name for the team.

    2. Order - Enter a number that determines the team's sort order relative to other teams.

    3. Business Group (Required) - Select the business groups whose members make up the team. Only members of the selected business groups can access the team's reviews and be assigned to them.

      For more information about business groups, see Create and Manage Business Groups.

    4. Team Leader - Enter the name of the team leader.

    5. Assignment Matching - Define the conditions that determine when a review is automatically assigned to this team. These conditions are used when an assignment policy includes multiple teams.

      For more information about condition groups, see Conditions.

    6. Has Custom Workspace App? - Select whether the team uses a custom workspace app page. If set to Yes, Tonkean does not dynamically create a workspace app page for the team; if set to No, Tonkean dynamically creates a workspace app page from the shared Teams template. Default: No.

      To hide a team page from end users, set this option to Yes.

    7. Overwrite Workspace App URL ID - Enter a URL slug for the team's workspace app page. The slug is the last part of the page URL, which is used by all makers and process contributors to view the page. For example, in the URL https://library.tonkean.com/blueprint/b2b-customer-onboarding/, the slug is /b2b-customer-onboarding. If left blank, the team name is used.

      URL slugs can contain only letters, numbers, hyphens (-), and underscores (_), up to 30 characters. Other characters (for example, &, /, ?, #, and spaces) are not supported.

    8. Workspace App Page Icon - Select an icon for the team's workspace app page.

  3. When finished, select Create. The review team is created.

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