Who is this article for?

Please Review Administrators setting capacity and special instructions.

Review Ownershave permissions to move participants.

The following guide will give simple steps on how to set the capacity for review participants and how to set special instructions. For more information on how to add participants to reviews, see Further Reading.

1. Special Instructions for Review Participants
2. Setting the Capacity of Review Participants
3. Further Reading

Special Instructions for Review Participants

1. Once participants are included in a review there is the ability to add special instructions using the ‘Edit’ option.

2. An additional column indicates the presence of 'Special Instructions' for a participant. These instructions are included in the participant’s invitation email and on their Review Control Panel. Only the participant will see the special instructions.

Setting the Capacity of Review Participants

1. If ‘Capacity’ is enabled at a system configuration level, the review Owner has the option to add the capacity of review participants using the ‘Edit’ option.
2. If enabled at a system configuration level, the capacity options, as set by the System Administrator, will display as a drop-down list when editing the participant details.
3. Once applied, an additional column named 'Capacity' indicates the capacity of the participant:

4. The capacity is included in the participant’s invitation email and on their 'Review Control Panel', and visible to all review participants.
5. The review participant can change the capacity setting either from the 'Review Control Panel' or the ‘Finish Review’ screen.
6. Capacity is also recorded in the reconciliation report.
7. Capacity is not supported in Flight Mode.

Further Reading

• How to Add and Manage Participants