Configuring Integration Specific Multi-Level Review Settings
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BalkanID provides a user-friendly system for setting up and configuring multi-level review settings at the integration level. This advanced feature is designed to give you granular control over review processes within each integration, allowing for customized reviewer hierarchies and response requirements based on your organization's specific needs. By following a streamlined process, you can efficiently configure these settings, ensuring optimal compliance and oversight across your campaigns.
Go to Integrations tab on your BalkanID tenant.
Choose the integration you need to configure the multi level review settings for and click on the Setup icon for the respective integration as shown below.
3. Configure Reviewer Precedence and Count:
4. Set Reviewer Precedence and Number:
Specify the order of reviewer precedence among the options: First Line Manager, Risk Manager, and Primary Application Owner.
Select the number of reviewers required from the dropdown menu.
The system is designed to automatically adjust to the availability of assigned reviewers:
Automatic Reassignment:
If the identity under review is unmapped or does not have an associated manager, the review will automatically be assigned to the next person in the predefined precedence order.
Example Scenarios:
Single Reviewer (1 Count): If the first person in the order is unavailable (e.g., First Line Manager is not present), the review will automatically be assigned to the second in line (e.g., Risk Manager).
Two Reviewers (2 Count): If the First Line Manager is absent, the review tasks will automatically be distributed to the next two available individuals in the order.
Three Reviewers (3 Count): If the First Line Manager is missing, and only two other reviewers are available, the system will automatically adjust the number of reviewers to two, assigning them based on the set order.
While the multi-level review settings configured at the integration level provide a default structure, it is important to note that these settings can be overridden at the campaign level. This flexibility allows campaign managers to tailor review processes more specifically for individual campaigns, accommodating unique requirements or exceptions. To override these settings during campaign setup, simply select the "Override Defaults" option and specify the desired settings for that particular campaign.
