Manage Ancillary Reviews
- Joseph Nyachae
COI Administrators and staff can set up ancillary reviews when a certification, management plan, retrospective review, or pre-approval request is in a valid state. When an ancillary review is assigned to a reviewer, the reviewer receives an e-mail notification. The project appears in the reviewer's inbox if the review is marked as required.
If a required ancillary review is blocking the workflow, you get a warning message and you cannot execute the activity that moves the project through the workflow (OK button is disabled). To move the project forward, either of the following actions is required:
The reviewer completes the ancillary review.
A COI staff member overrides the blocking ancillary review.
Manage Ancillary Review activity is used to set up an ancillary review as well as to override blocking ancillary reviews.
To set up an ancillary review
From My Inbox, click the certification name.
Alternatively, click the certification name in the In Review certifications tab.From the certification workspace, click Manage Ancillary Reviews. (Depending on the state of the certification, it may be farther down in the list.)
Click Add.
The Add Ancillary Review page appears.Select reviewers by organization or by person.
(Optional) Select the type of review.
Select whether a review is optional or required for the specified reviewers.
(Optional) Type instructions and upload instruction documents for the ancillary reviewer.
Click OK to add the ancillary review or click OK and Add Another to add the ancillary review and then add another ancillary review.
When you finish adding reviewers, click OK in Manage Ancillary Reviews page.
The newly added reviewers receive an e-mail notification. If the reviewer's response is required, the project will appear in reviewer's inbox until they have responded. A reminder notification is sent to the reviewers if their response is not submitted within five days.
To override blocking ancillary reviews
If an ancillary reviewer does not complete a required ancillary review, the certification is blocked from moving forward.
From My Inbox or one of the tabs on the appropriate COI page, click the name of the certification for which you want to override the ancillary review.
In the certification workspace, click Manage Ancillary Reviews.
Select Yes for the statement "Allow the workflow to proceed despite incomplete required reviews."
Provide the rationale for the override, then click OK.
You can now continue with the action that was previously blocked.