Pre / Post Review
The Pre and Post Review feature in ERA allows selected job Coordinators to review aspects of an approval before and after it is sent out to the rest of the review team for signoff.
Pre Review
With Pre Review, the approval Initiator will create the new approval with as many details they have available and upload the routing file for the job. When a Coordinator is selected that is different from the Initiator, the only option available will be to Save the form.
When the new approval form is Saved by the Initiator, the selected Coordinator will recieve an email notification stating a new approval is available for their review. Coordinators will then have the option to review the details of the approval, including the routing file, and determine if it is ready for routing, or if additional changes are needed before the rest of the team signs off. If changes are needed, the Coordinator can add comments to a text box stating details of the requested updates.
Post Review
The Initiator will then receive a notification stating changes are needed. Once the Initiator makes the requested changes, the approval is re-submitted to the Coordinator for further review.
There is no limit to the amount of times the approval can pass between the Initiator and the Coordinator. Only the Coordinator has the ability to Begin Routing on the approval so other team members can provide signoff.
The Post Review feature in ERA allows Coordinators of approvals to leave comments on jobs once all other team members have signed off, without having to be listed as a member of the approval team.
With Post Approval, the Coordinator of the job will recieve a notification from ERA once all other team members have provided sign off. The email will inform them that routing is complete and the job is available for their review.
The Coordinator of the job then has the ability to review all comments left on the approval and provide their own feedback as well. Only after the Coordinator has left feedback will the Initiator be able to Complete the approval.
Once the Coordinator has provided feedback, the Initiator will recieve a notification stating the approval is ready for their action (Archive or New Revision).