Creating a review from a certificate

1. Open a certificate.
2. Select the Gear icon and choose Create Review from the drop-down list.
3. Enter the Review Name.
4. Choose an Owner from the drop-down list, if appropriate.
5. Choose a Due Date from the calendar drop-down.
6. The Auto Recall Date will automatically display to an agency set default. Change if necessary.
   
   
   
   
7. Enter the Review Instructions. The instructions may not exceed 5000 characters.
8. Select Add Applicant List to add an additional applicant list to the review.
9. Select Add Request to add an additional request to the review.
10. Select Add Follower to add followers to the review.
11. Select Save.
12. Select Review Assignments.
13. Select Add Reviewer to add reviewers to the review.
    
    
    
    
14. Select the + next to the reviewer name to expand the review permissions assigned to the reviewer and modify, if applicable.
15. Select Save.
16. Select Send Review.

Note: Expired certificates cannot be sent in new or existing reviews.

For additional information, see: Applicant List Review Related Tasks.