7.19.5 Reassign Review Request

This topic provides information on the reassign review request function, which enables users to redirect requests to a different reviewer for assessment.

While reviewing a request, system also facilitates user to reassign (i.e. forward) the review request to another user for review. In such a case, user become the Sender and the assigned user will be the reviewer of the request. The request can further move to other reviewers if required.

When the request is reassigned or forwarded to another reviewer, the actual originator can still track the status of request by selecting user ID in Query section. As a Sender, user can view the reassigned review requests by selecting the Forwarded Only check box in Query section. Also, on reassigning or forwarding a review request, system automatically posts a comment in Comment History section in the format - REVIEW REQUEST: <Request #> FORWADED FROM <first assigned user id> TO <next assigned user id> with Sub Type as SYSTEM GENERATED and Comment By as INTERNAL.

Note:

It is recommended to limit the reassignment of review request since tracking the request status becomes difficult.

To reassign review request

1. On the Origination, click Origination. Under Origination, click Simple Application Entry / Application Entry / Underwriting / Funding screen and select Review Requests tab.
2. In the Query section, click Receiver. System displays all open review request user have received.
3. In the Review Request section, select the record that user have reviewed and click Edit.
   The Review Requests screen displays.

   Figure 7-24 Review Requests - Reassign

   
   

   
   Description of "Figure 7-24 Review Requests - Reassign"

   
   
4. Select the required reviewer from Receiver drop down list.
5. (Optional) Specify the reason for reassignment in the Comment field. The same is tracked in Comment History section.
6. Select the Send Request check box to reassign review request immediately on update. In case of any further changes, retain the check box unselected and save the details. The reassignment can later be completed by selecting the record and clicking on Send Response option from the action section.

The details are updated in Review Request tab and status of request is updated as WAITING FOR RESPONSE.