Review Types

A review type enables you to define the  primary and secondary review object relationship as well as reviewer groups to take action on the reviews generated for these objects.

You have the following options to associate review types with this application schema:

• Add standard review type : Use this option to add a standard review type that is shipped with Certification Manager as follows:
  1. From the Add Standard Review Type drop-down field, select the required review type. Alternatively, click the Browse icon and select the required review type. All the standard review types are available for selection.
  2. Click the Add icon. A pop-up window for the selected review type is displayed. This pop-up window enables you to modify the following details for the review type:
  3. If required modify the description.
  4. From the Primary Object drop-down list, select the required primary review object. All the objects added to this application schema from the Objects tab are available for selection.
  5. From the Secondary Object drop-down list, select the required secondary review object. All the objects added to this application schema from the Objects tab are available for selection.
  6. From the Permitted Reviewer Group drop-down list, select the reviewer group to be associated with the selected primary object. All the reviewer groups present in Certification Manager are available for selection.
  7. Click Save.

     The details of this review type such as the review name, description, the primary object, the secondary object and the reviewer group selected are displayed in their respective columns.

• Create a new review type : To create a new review type for this application schema, click the New icon. Provide the following details on the browser window displayed:
  1. Provide a name and description for the review type. The name defined here cannot be modified after saving the review type.
  2. From the Primary Object drop-down list, select the required primary review object. All the objects added for this application schema from the Objects tab are available for selection.
  3. From the Secondary Object drop-down list, select the required secondary review object. All the objects added for this application schema from the Objects tab are available for selection.
  4. From the Permitted Reviewer Group drop-down list, select the reviewer group to be associated with the selected primary object. All the standard and custom reviewer groups in Certification Manager are available for selection. If the required reviewer group is not available in this drop-down list, you have the option to create a new reviewer group as follows:
     1. Click Create a New Reviewer Group.
     2. In the Reviewer Group Name field, provide a unique name to identify the reviewer group.
     3. In the Reviewer Group File Name field, provide the name of the CSV file that contains the data for the reviewer group. This file must contain details of the relation between objects and their owners.
     4. Provide a description for the reviewer group.
     5. Click Save and Add Reviewer Group to add the newly created reviewer group to the application schema. This reviewer group is also displayed on the Reviewer Groups page and can be added to other application schemas.
  5. Click Save.

     The details of the newly created review type such as the review name, the description, the primary object, the secondary object and the reviewer group selected are displayed in their respective columns.

  The details of the newly created review type such as the review name, the description, the primary object, the secondary object and the reviewer group selected are displayed in their respective columns.

  Note:  Two review types with the same primary object and secondary object combination cannot be created.

  The review types created here as well as the review types shipped with standard application schemas are available on the New tab of the Processes page and enable you to create processes of these review types. See, Ready Processes.

• Other actions from this tab : In addition to  creating and adding review types to the application schema, you can perform the following actions on this tab:
  • Search for a review type : The search functionality on this tab enables you to search for the required review type by name and the description of the review type. You can also search for a review type by the primary object, secondary object or the reviewer group associated with it. Filters are provided below  these columns to search for the required review type. See, Common Functionality.
  • Delete a review type : Select the review type to be deleted and click the Delete icon.  A review type cannot be deleted if a process is already created.
  • Download details from this tab : Click the Download Data icon to download the details on this tab to a CSV file.