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How do I set up the Review step in an ApprovalMax workflow?

Updated over a month ago
  1. In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval Workflows under Workflows And Settings:​

  2. Open the workflow for which you want to set up a Review step. Click on the + icon and select Add Review step:​

    You can create this step either during the workflow setup, or later.

  3. In the pop-up, click on ENABLE to start the Review step setup:​

    Click on HIDE to collapse the Review step. You can return to the setup later.

  4. To proceed with the settings, click on ADD A REVIEWER and select one from the drop-down field:​

  5. Click on the Review Matrix icon and set up the Review step:​



  6. To remove a Reviewer from the Review and Coding matrix, click on theicon and select "Remove a Reviewer":​

    To remove a Reviewer from the Workflow page, hover over their name and click on the "x" icon:​

  7. When finished, click on DONE and update the workflow.



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