Check review


    What is a check review and what is it up for?

    Сheck review is a step between conducting a check and receiving the final result of the check. Divisional/regional managers can assess the quality of conducted checks by appointing a qualified employee to review checks. The reviewer will be able to change answers if they are false or do not match the company's standards. Check reviews help the company management to receive accurate information on how their stores operate. 

    How to add the review stage to a check

    In order to add the review stage to a check, you should edit the corresponding checklist template. Go to the Checklist constructor > Checklist templates section of the website and select the desired checklist template. Click on it and checklist settings will appear at the bottom of your screen. Switch to the Properties tab and tick the Need review checkbox. 


    Then switch to the Reviewers tab to specify who will be responsible for reviewing checks. You can either select an individual user or assign all users of some level or business direction as reviewers. Click on the Save changes after you assign reviewers. 


    If a check reviewer is deactivated during the check, the system will select a user of a higher level to be a reviewer instead. For example, if a user of the Region level was assigned as a reviewer and was deactivated during the check, a user of the Division level will become a reviewer of this check instead. In a situation when there are no users of a higher level, the system administrator becomes a reviewer.

    How to make the review stage optional

     If you want the review stage to be optional, tick the option shown on the screenshot below. Then the check initiator will be able to determine should it be reviewed or not when creating a check.




    In the following table, you can see all possible scenarios of check reviews use.

    Need review Allow parameter "Need review" to be changed manually What happens
    Screenshot_at_Aug_09_16-49-09.png Screenshot_at_Aug_09_16-49-09.png Checks do not require check reviews.
    Screenshot_at_Aug_09_16-48-54.png Screenshot_at_Aug_09_16-49-09.png Checks require check reviews.
    image.png image.png A check initiator can determine should a check be reviewed or not. A check review is required by default.
    Screenshot_at_Aug_09_16-49-09.png Screenshot_at_Aug_09_16-48-54.png  A check initiator can determine should a check be reviewed or not. A check review is not required by default.


    How to review checks

    A reviewer will see a check in the Need review list upon the check completion. 


    The reviewer then can view the results of this check and change the auditor's answers to questions, adding their own commentary on why they were changed. The reviewer also decides if a task should be created to fix existing problems.

    After reviewing the check, the reviewer should press the Complete review button.


    All changes made by the reviewer will be displayed with a note about it and the check will proceed to the Completed stage.


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