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Admin Functionality to Split Reviews

Written by Michelle Henley

Updated at September 16th, 2024

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            Admins with the Compliance Monitoring - View All Requests/Reviews privilege and the Compliance Monitoring - Admin Cancel Reviews privilege can split any Collective Review. 

            Note: Merged reviews cannot be unmerged, but the transactions can be transferred to a new or existing review by following the directions found in Bulk Actions & Collective Reviews.

             

             First click Admin from the left navigation bar.  

            Next, click on the tile for View all Requests. 

            Click the tab for Compliance Monitoring.

            Once you have located the review you need to split, click the Oval Icon containing three dots to the far right of the transaction ID. Select Split Review. 

            The Split Review modal will open. Use the checkboxes on the left to choose one or more transactions to split into another review. 

            Note: Use the pagination icons to move through pages. 

            The user has the option to leave comments and/or add files. Then click Confirm. 

            Once a user clicks Confirm, the system will:

            • Remove the transaction from the original Collective Review.
            • Create a new Monitoring Review with the removed transactions.
            • Add the review to the assigned user's Recent Compliance Monitoring Activity → Assigned to Me table. 
            • Any added comments will be saved to the Review History. 
            review division admin split

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            Related Articles

            • Admin Functionality to Cancel Reviews
            • Admin Functionality to Delete a Draft Request
            • Compliance Monitoring Privileges & Roles
            • Reassigning Reviewer(s)

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