Implement distinct Review stages for Stage 1 applications
I need to use the Review function for Stage 1 applications and Stage 2 applications. We should be able to create a separate set of Review responses for each stage. I do not plan to invite the Stage 2 application until the External Reviewer has recommended it. I need the processes to not be linked to each other.
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Carol Greco
- Sep 28 2021
- Already exists
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Oct 15, 2021
Admin response
Fortunately, I believe you can accomplish exactly what you want to in this idea, by creating two review stages (one for each application stage), and only publishing the second stage when you've received the Stage 2 application. If that doesn't make immediate sense, or it seems like I'm mistaken, my apologies! Please contact our support team at https://support.blackbaud.com if you'd like our help setting up review stages - or comment here if you think I'm just missing an important detail about what you want to accomplish (and we can update and reopen the idea if it's something the product can't do today). Thank you!
Related ideas
Unless I am misunderstanding the requirement here, I think this is already available.
You can create multiple reviews for a Request. When the Request is at stage 1, you can create a set of reviews for those Requests, using a "Stage 1 Review" stage. For the submitted Stage 2 Requests, you can create an additional set of reviews using a "Stage 2 Review" stage. Does that answer the requirement?