Best Practices for Assigning Reviewers in your Workflow

                          
DistillerSR offers two ways to assign users to the "Reviewer" role in your Projects, in the Level Settings and Form Settings.

When should I assign reviewers in Form Settings?

Reviewers should be assigned in the Form Settings when you want to assign specific users to specific Forms in the same Level. For example, in the image below there are two Forms. If User A must review in the Form "Full Text Screening" and User B in "Rapid/Title Screening", assigning users to the designated Form through Form Settings is recommended.

When should I assign reviewers in Level Settings?

If there is no need to assign users to specific Forms, assigning reviewers in the Level Settings will fulfill the requirement and the selected users will be reviewers for all Forms in the Level.

Note: If reviewers are assigned in both Level and Form Settings, DistillerSR will follow Form Settings and will override Level Settings for user assignment.

How do I access Form Settings?

1. From the top menu, go to Workflow > Manage Levels.
2. In the Reference Work Flow column, click on the Form (box containing the Form name) for which you would like to open Form Settings. 
3. The Form Settings will open in the right column on the screen. 

How do I access Level Settings?

1. From the top menu, go to Workflow > Manage Levels.
2. In the Reference Work Flow column, click in the box bordering the Forms (outer box) for which you would like to open Level Settings. 
3. The Level Settings will open in the right column on the screen.