Workflow Assignee Grid Headers & Reporting
Remove Reviewers Feature
If you are unsure of what Reviewers are, they were an early feature of the system that allowed you to add additional Users to a Contract, who would then receive an email notification letting them know they need to come in and review the Contract. The downside is that you cannot give any instructions or directions through Reviews, and since it's initial release, many Workflow and Collaboration features have taken it's place in daily system use.
Many companies do not currently use Reviews, but even when not in use, there is an area where they appear in every Contract Container, as well as the Notification Center, that occasionally raises questions about it's use. If you have never used Reviews and want to avoid potential questions from end-users, we recommend you disable Reviews.
If you are a system that does use Reviewers, simply leave this option alone and your processes can continue as normal.
If you were a system that had used Reviewers in the past, either fully or even just as a test, there is a chance you have some outstanding Reviews. When you go to disable the Reviews from Object Administration, you will receive pop-ups with some information about your outstanding Reviews (3).
On this pop-up, you'll be told how many outstanding Reviews you currently have, including how many Contracts they are for. If you know these Reviews are either outdated or just leftover from testing, you can click OK to simply complete all the Reviews and send NO Notifications out. If however, you wanted to see exactly which Contracts and who is Assigned for these Reviews, you can follow the instructions to go to Company Admin --> Security and History Reports --> Outstanding Reviewers (4) to generate a report with all the information you'll need.
Once you click OK from the first pop-up, you'll get one last pop-up letting you know the completion of the Reviews is irreversible. This message does not mean that you cannot re-enable Reviews in the future if you choose to.
Once you have disabled Reviews and acknowledged all the pop-ups, you can click the Update Object (5) icon to apply the changes. You, and any currently logged in Users, will need to log-out and then back in again to see the changes applied.