When an assignment has been made incorrectly, a reviewer is no longer available to complete reviews, or the assignment distribution process has changed for a program, it may be necessary to remove assignments from a reviewer and/or review team. This article will demonstrate how to unassign applications within a program.
To unassign an application from a reviewer and/or team:
To unassign multiple applications from a reviewer and/or team:
Applications can be unassigned from reviewers as an action within an automation. Using automations, applications can be unassigned automatically based on specific activity of an application.
To create an automation that unassigns an application from a reviewer and/or team:
To demonstrate when an automation that unassigns applications will be helpful, consider the case where assignment rules are used to assign applications entering a review stage. Applications are assigned based on the school district selected in the application form, but if the user's school district changes while the application is under review, the user reviewing the application should be changed too. In order for the applicant to be able to submit this change, their application will need to be sent back to the application stage so an automation can be used to remove review assignments that have already occurred.
|Application||Application has changed stage||Application Stage|
Not required for this scenario.
|Reviewer||Unassign application from...|
When the applicant makes the required changes to their application and their application is moved back to the review stage, the rules will be verified once more and the applicable reviewer will be assigned the application.