How to Set up the Evidence Collection Review Process

Modified on Fri, 14 Jul, 2023 at 1:35 PM

How to Set up the Evidence Review Process (optional but recommended)

The final step in setting up the evidence collection process is to establish your desired review protocols.

While review is optional in the platform, C1Risk recommends adding review as a step to the process as it enhances the options to collaborate with evidence owners if/when supplemental evidence is needed or there are issues with the information provided.

The C1Risk platform always provides the following approval rule options:

Approval Rule Table

At least one must approve	Assign one or more reviewers. Any one reviewer can approve or reject.
All must approve	Assign multiple reviewers. All must approve in any order.
All must approve in order	Assign multiple reviewers and the order in which they each approve. All must approve.

In the Evidence Record, in the Approval Process Section, choose ‘Yes’ for Approval Required.

2. Add the reviewers using the drop-down menu.

3. Choose the approval rule (see table above).