Rival Help CenterPerform

Create a review process

  1. From the navigation bar, click Administration.From the Settings page under App Setup and Dashboards, click Reviews. The Review Processes page opens.
  2. Click vertical three-dot menu icon and click Create Review Process. The Review Process Setup wizard opens.
  3. Follow the wizard steps and make appropriate selections.

    Note: Resolve any items the wizard indicates needs attention. Click Resolve to go to a specific issue. You cannot make the review process active (launch) until all items are resolved.

  4. Click Save and Exit. The Review Processes page opens, and the review process is shown in the list.