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:
- Click File on the menu bar and select Setup, Templates, and Review to open the Record Review Templates window.
- Click to open the Review Template window.
- Enter a Description for the template.
- 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.
- Click OK to close the Review Template window.
- Click Close to close the Record Review Templates window.