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Sequential / All Reviews

Louis Lloyd-Besson avatar
Written by Louis Lloyd-Besson
Updated over a week ago

AutoRFP.ai supports multiple review types for controlling the approval process. Beyond the standard single-reviewer approval, you can configure responses to require:

  • Sequential Review: Reviewers must approve in a specific order

  • All Review: Every assigned reviewer must approve before completion

  • Any Review (default): Any single reviewer's approval completes the review

Setting Review Types

Who Can Configure Review Types

  • Admin users

  • Project owners

How to Set Review Type

  1. Navigate to the response you want to configure

  2. Click the reviewer assignment button

  3. Select your preferred review type from the dropdown menu

Note: You can update review types for multiple responses at once using bulk actions.

User Assignment Rules

Assignment Permissions

To assign users to responses, you must be one of the following:

  • For editor assignments: Current editor, admin user, or project owner

  • For reviewer assignments: Current reviewer, admin user, or project owner

Assignment Limits

  • Maximum of 3 reviewers per response

  • Bulk assignment is supported with confirmation prompts when overriding existing assignments

Handling Existing Reviews

When bulk assigning reviewers to responses already in review or approved, you'll see a confirmation dialog with two options:

  1. Override only responses that are not submitted or in review

  2. Override all selected responses

Understanding Review Status Indicators

User Avatar Indicators

Visual indicators on user avatars show the current review status:

Indicator

Meaning

Reviewer has approved the response

Currently this user's turn to review (sequential mode)

Response not yet ready for this user to review

ALL mode active - ready for any reviewer to approve

Content Library Integration

Responses are only added to your organization's content library after full approval by all required reviewers.

The final reviewer (if they have content manager or admin permissions) can select the content library location during their approval.

Notifications and Task Management

Notification Timing

  • Sequential mode: Notifications sent only when it's a reviewer's turn

  • All mode: All reviewers notified when response is submitted

My Tasks View

In sequential review mode, responses only appear in your My Tasks when it's your turn to review.

Project Overview Metrics

The Project Overview reflects multi-reviewer assignments. You may see assignment counts that exceed the total requirement count when multiple reviewers are assigned to single responses. This is normal and indicates shared review responsibilities.

Best Practices

  1. Choose the right review type based on your workflow needs:

    • Use Sequential when reviews need to build on each other

    • Use All when you need consensus from multiple stakeholders

    • Use Any for quick approvals when any qualified reviewer can sign off

  2. Plan reviewer order carefully in sequential mode - consider expertise and availability

  3. Monitor the Project Overview to ensure balanced workload distribution across reviewers

  4. Use bulk actions to efficiently update multiple responses with the same review requirements

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