Article ID: 6133

Adding a Review Template

Record Review provides a central location where users who are reviewing records enter their comments. You can designate specific users to track the accumulated comments. You can set up a template for Record Review privileges, which you can use repeatedly.

Take the following steps to add a review template:

  1. Click File on the menu bar and select Setup, Templates, and Review to open the Record Review Templates window.
  2. Click Add Icon to open the Review Template window.
  3. Enter a Description for the template.
  4. Click to check the record review privileges for each user by checking the boxes you want.
    NOTE: Checking the box next to a user's name allows them to track comments.
  5. Click OK to close the Review Template window.
  6. Click Close to close the Record Review Templates window.