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You manage the distribution of assignments to reviewers by creating teams. A team is a set of users who can be assigned to the phases of a workflow.
Users can belong to more than one team. Each user's team membership is the sum of all teams to which they belong.
For information about the high-level steps to manage the document review workflow, see Review Setup process overview.
Administrators and group leaders with permissions can create teams and add members to teams. For information about how to grant permissions, see Grant administrative access.
To expedite the workflow creation process, you should create teams before you create workflows and phases.
Use the following procedure to create a team.
1.On the Case Home page, under Review Setup, click Teams.
3.In the Team name box, type a unique name for the team.
4.In the Team description box, type an optional description for the team.
The Members page appears. Next, add members to the team. For more information, see Add members to a team.
Tip: You can also add the team to a phase, and add members to the team later.
You can add users who are already in the case to a team. For information about how to add users to a case, see Add users.
Use the following procedure to add members to a team.
1.To access the Members page, do the following:
a.On the Case Home page, under Review Setup, click Teams.
b.Click the team that you want to add members to.
2.On the Members page, click Add.
3.Select the check box next to each user who you want to add to the team.
Tip: You can also add members to a team on the Teams page of a phase.
After you create a team, you create a workflow and add review phases to the workflow. For more information, see Create workflows and phases.