Reviews

Name (Required) - Enter a descriptive name for the review policy.

Description - Enter a description of the review policy.

Round (1st - 4th) - For each review round in the policy, select the review or reviews that must take place. For example, 1st Round may be set to “Direct Manager” and 2nd Round may be set to “Legal”.

Each round may have one or more reviews, with each round not beginning until the previous round is complete. Reviews in the same round run in parallel. Additionally, if a round is marked as non-blocking, it does not have to be completed before the round is marked as complete.

Reviews Share a Collaboration Space - Select whether to enable reviewers to collaborate on internal comments. If set to Yes, all reviewers are able to collaborate in internal comments on the relevant request interface. If set to No, internal comments will be private to each review.

Name (Required) - Enter a name for the review type.

Contract Module - Select a custom extension module to supplement the review process. This module can contain any logic that has the ability to approve or reject the review, set the assignee, add a summary interface, override the main review interface, and so on.

Reviewer Variant (Overwrite Default) - Select to use a custom review module, overriding the default module.

Default Assignee Email - Select the user who will be assigned this review by default. Use the relevant schema field whenever possible. For example, if you have a schema field for “Direct Manager,” use this field here to dynamically assign the review to the requester’s direct manager.

Required Questionnaires - Select which questionnaires are required before the review is assigned. Note that all questionnaires added to Required Questionnaires must be completed before the review is assigned.

Review Due Date - If the review due date must be automatically set, define the number of days after the review is assigned that it is due. Enter only a numeral.

Can Approve in Tonkean - Select if the review can be completed/approved in Tonkean. If set to Yes, an Approve button is provided on the review side panel. If set to No, this Approve button is hidden.

Can Add Manual Tasks? - Select whether to allow users to create and assign manual tasks to other users. If set to Yes, the Manual Task tab displays in the review interface. If set to No, the Manual Task tab does not display. Default: No.

Can Edit Request? - Select whether to allow the reviewer to edit the request. If set to Yes, the reviewer is able to edit information on the request. If set to No, the request fields will be read-only for the reviewers.

Skip Conditions - Define the conditions that determine when the review is skipped.

For more information about condition groups, see Conditions.

Doesn't Block Downstream? - Select whether the review does not prevent subsequent reviews or processes. By default, each review blocks subsequent reviews. If set to Yes, this review runs in parallel with subsequent reviews. If set to No, this review must be completed before the subsequent review is assigned.

Allow AI Auto Assignment? - Select whether to use the AI Auto Assignment feature. If set to Yes, the review type uses AI auto-assignment. If set to No, the review type follows the assignment rules as defined.

Can Manage Reviews? - Select whether to allow users to access the interface to manage reviews and add additional review types.

Rejecting Cancels Request? - Select whether a reviewer rejecting a request cancels and closes out that request. If set to Yes, reviewers can select the available Reject button to cancel the request. If set to No, this Reject button does not cancel the request.

Can Reject in Tonkean? - Select whether the Reject button displays in the review side panel. If set to Yes, the Reject button displays. If set to No, the Reject button is hidden. Additionally, a custom extension review module can mark a request as rejected. If this is your preference, you can set this option to No.

Can Return to Requester? - Select whether to allow reviewers to return requests to the requester. If set to Yes, reviewers can return requests to the requester, who can make edits to the request and resubmit. If set to No, reviewers cannot return the request to the requester.

If a request is returned to a requester, who edits and resubmits, the request is not re-classified. If you need the request to be re-classified/triaged, use the request reuse option and instruct requesters to create a new request.

Can Override Main Review Interface? - Select whether an extension module can replace the core part of the review interface.

Hide Manual Summary - Select whether to hide the manual summary on the review interface side panel. If set to Yes, the manual summary is hidden. If set to No, the manual summary displays. Set this option to Yes to display the summary from an extension module. Default = No.

Can Conditionally Approve in Tonkean? - Select whether a Conditionally Approve button displays for the reviewer. If set to Yes, the button is displayed on the side panel. If set to No, the button is hidden. When enabled, reviewers will be required to provide the condition on which the approval is granted, and the status of the review is updated to Conditionally Approved (instead of Approved).

Review Type Can Be Added More Than Once? - Select whether this review type can be added more than once to a singular request. If set to Yes, the review type can be included more than once. If set to No, the review type can only be included in a request once. Default = No.

AI Specific Ranking - Provide additional context that Tonkean AI uses to populate the “AI Highlights” section in the side panel when the review is created.

Should Show Internal Comments? - Select whether the internal comments tab displays on the review interface side panel. This tab contains comments only for reviewers that are not displayed to requesters.

Processing Steps to Add On Review Creation - Select the processing steps that you want to include when the review is created. The review will not be marked as completed until all blocking processing steps are done.

Processing Steps to Add On Review In Progress - Select the processing steps that you want to include when the review is in progress. The review will not be marked as completed until all blocking processing steps are done.

Processing Steps to Add On Review Approved - Select the processing steps that you want to include when the review is approved. The review will not be marked as completed until all blocking processing steps are done.

Name (Required) - Enter a name for the review visibility type.

Description - Enter a description for the visibility type.

Allowed Emails - Enter the email addresses for the users the review is visible to. To make the review visible to all email addresses, enter “*”.

Allowed Business Group ID - Enter the business group ID for the business group the review type should be visible to. For more information about business groups, see Create and Manage Business Groups.

Active - Select whether the visibility type is active. If set to Yes, the visibility type is active and its rules are applied. If set to No, the visibility type is inactive and the configuration applied here is not applied.