TLDR: Groups can handle Review Tasks when assigned an appropriate review role. Reviews may be assigned manually or automatically through Team Settings Tasks assigned to a group will appear in the Task manager, in the Group queue for members to pick up. This feature is available on Thirdfort's Compliance tier.
Review tasks can be assigned to groups manually or automatically
In Thirdfort CDD, you can assign review tasks to individuals or groups. When a completed check requires review, it can be manually or automatically assigned to a group and any member of the specified group can pick it up. This applies to when an individual manually assigns reviews from the check details page and for review tasks that are automatically generated by the system.
Giving a group permission to work on review tasks from a specific team
Before a group can be assigned reviews, it needs the correct review role for the relevant team (for example, all Thirdfort checks initiated by the Residential Conveyancing team might need to be reviewed by the Compliance team).
- For Organisation and Team admins, navigate to the relevant team via their organisation settings page, select the relevant team, and navigate to the "Groups" tab for that specific team.
- Click the "Add group" button. Use the search and select the correct group.
- Assign the required review role to the group. The available roles are Review admin, Review initiator, and Reviewer.
Assigning a review to a group manually
Once the required role has been granted, the group appears in the list of approved reviewers when a user is sending a check for review.
Assigning reviews to a group automatically
When review tasks are generated automatically by the Thirdfort CDD platform (for example, source of funds verifications, ongoing monitoring hits or any consider result), these review tasks can be assigned to a group automatically.
- For Organisation and Team admins, navigate to the relevant team via their organisation settings page, select the relevant team, and navigate to the "Settings" tab for that specific team.
- Scroll to the "Review group" setting.
- Select the group assigned to review tasks automatically created for this team using the drop down menu on the right.
If you don't want automatically created reviews assigned to a group, no configuration is needed.
Where do group-assigned reviews appear?
Review Tasks assigned to a group appear in that group's Group Queue tab in the Task Manager, where any member of the group can pick them up.
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller.