For Admin Users: Add Checkpoint Users to Review Groups

Before Checkpoint users can submit or approve items, a user with administrator privileges must add the users to a review group and assign their review level permissions. Each review group consists of multiple review levels, which determine which group members can submit items for review and which members can approve them at each stage of the process.

You can create multiple review groups, but when users submit items for approval, they can choose only one group to review it. Since a review group includes multiple review levels, the group must include at least one member assigned at each review level in order for items to complete the review workflow. For example, if a review group does not have any members with Final Approval permission, nobody can approve an item once it reaches the Final Approval level.

1.To add Checkpoint users to a review group, select My Review Groups on the Dashboard tab. The Manage Review Groups window appears.

2.Do one of the following and then select Next Step:

• If you wish to create a new review group, select Create New and enter a name for the group in the Group Name field.
• If you wish to update the membership of an existing group, select the desired group from the Review Group dropdown.

3.To assign a review level permission to the group members you are adding, select an option from the Review Level dropdown and select Next Step. You can assign only one review level at a time. However, you can repeat steps 3–6 to assign additional review levels for the same review group, as necessary.

4.Select who should be added to the review group. You may first need to select the member’s institutions from the dropdowns at the top of the window.

• To add an individual educator, mark the Individual checkbox and search for that educator's name or email address.
• To add the members of a workgroup, mark the Workgroup checkbox and search for that workgroup's name.
• To add the members of an entire institution, such as a school or complex area, mark the Institution checkbox and search for that institution's name.

The selected educators will be added to the list in the window.

5.Optional: To remove a member from the group, select for that user in the list.

6.To save your changes, select Save. The selected educators may begin submitting or reviewing items, depending on which permissions were given to them.

7.When setting up a new review group, you must repeat steps 3–6 until you have added members to the group at each review level. If you do not assign a particular review level to any members of the group, submitted items can never be approved for the shared library.