Assign compliance reviewers from master directory on new item
Assign compliance reviewers from master directory on new item
You create annual review items that lack assigned reviewers, causing slow handoffs and missed compliance checkpoints. Assign reviewers automatically so coordinators can start reviews same day.
Overview
When annual review items arrive without an owner, compliance coordinators waste time finding the right reviewer. This workflow pulls people from your central directory and assigns reviewer fields automatically so reviews begin the same day and handoffs stop slipping.