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Managing HQ Reviewers

HQ Reviewers creates the individual reviewer person records that can be assigned to reviewer groups. Sequence, optional reviewer status, and threshold amounts are configured later when you add the reviewer to a group on the Reviewers tab in HQ Reviewer Groups.

Before you start​

  • Know who will be reviewing invoices and job billing for approval.
  • Have their Vista user accounts set up.

Steps​

  1. Open HQ Reviewers.
  2. Create a new reviewer record or select an existing one.
  3. Enter the reviewer ID and basic details for the person who will approve.
  4. On the User Names tab, link the reviewer to their VA User Profile (required).
  5. Optionally add on-behalf reviewers who can approve for this person.
  6. Save the reviewer record.

When you're ready to use this reviewer in an approval workflow, add them to the appropriate reviewer group where you'll configure their approval sequence, optional status, and threshold amounts.

Notes​

  • Each reviewer needs a VA User Profile link to participate in approval workflows.
  • On-behalf reviewers let others approve when the primary reviewer is unavailable.