Activating and Deactivating Reviewer Groups

Activate or deactivate reviewer groups in the HQ Reviewer Groups form.

When setting up or editing Reviewer Groups in the HQ Reviewer Groups form, you can choose to set a Reviewer Group as "active" (meaning that this group will have the ability to approve future unapproved invoices and/or timesheets), or deactivate the group (to remove the ability of the group from approving future unapproved invoices and/or timesheets).

To deactivate a reviewer group in HQ Reviewer Group:

  1. Highlight the particular reviewer group on the grid.
  2. Deselect the Active check box next to the reviewer group's name.
  3. Click Save Record.
    Note:

    If you deactivate a reviewer group, you may receive a message that the reviewer is currently assigned as a reviewer group in particular modules as a Invoice or Timesheet Reviewer Group, and asks you to manually replace with another "active" reviewer group in any listed locations.

    Note:

    If you deactivate a group, the reviewers within that group are then deactivated as individual reviewers for that group. If you reactivate the selected group, the system does not automatically reactivate the reviewers within that group; you must select the Active checkbox next to their name(s) on the Reviewers tab to reactivate individual reviewers within that group.

    You can also deactivate a Reviewer within a Reviewer Group to disable that individual's ability to perform reviews for a particular Reviewer Group.

    To deactivate a Reviewer within a Reviewer Group:

  4. Highlight the particular reviewer group on the grid.
  5. Select the Reviewers tab.
  6. Deselect the Active checkbox next to the individual reviewer's name within the Reviewer Group.
  7. Click Save Record.

    For more information on using this form, click on one of the following links:

    Creating Reviewer Groups for Unapproved Invoices

    Creating Reviewer Groups for Timesheet Entry

    HQ Reviewers

    Adding Reviewers to Reviewer Groups