Scheduled Reviewers Add-On

Created by Charles Bennett, Modified on Tue, 8 Jul at 1:49 PM by Charles Bennett

Scheduled Reviewers Configuration and Workflow


  1. You can start setting up your Scheduled Reviewers by navigating to the Fiddletree Scheduled Reviewers table under the User Defined section in Vista. This table is where you can schedule your substitute approvers for the times the main approvers will be unavailable. 
  2. You can begin a new row in the Grid tab, and then navigate to the Info tab. Here, you can select the unavailable approver from the HQ Reviewers Lookup and the VP username of the substitute approver, as well as a start date and end date. 
  3. The "FTS_SyncScheduledReviewers" scheduled job will automatically push the substitute reviewers to the HQ Reviewers table on the start date that the original approver will be unavailable. This will grant the substitute approver access to all of the unavailable HQ reviewers' approvals. Alternatively, you can use the "Sync Scheduled Reviewers" button to manually push the substitute approver into HQ Reviewers. 
  4. After the end date, the scheduled job will automatically remove the substitute approver from the HQ Reviewers table and they will no longer have access to the unavailable HQ reviewers' approvals.


Scheduled Reviewers Additional Option for Automated Workflow


  1. In the UD Section of Portal Settings, you can find the "Fiddletree Scheduled Reviewers - Enable Time Off Integration" setting. When checked, this will enable the automated Scheduled Reviewers Workflow.
  2.  When a reviewer takes time off in the Portal and the request is approved, the Add-On will automatically add them to the scheduled reviewers table for the dates of the approved time off request. The person who approved their time off will be added as the scheduled reviewer to complete the unavailable HQ reviewer's approvals.
  3. After the dates of the time off request, the scheduled reviewer will be removed from the HQ reviewer's table. 



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