Managing SME Assignments

[Double Materiality module]

In the Double Materiality module, Subject Matter Experts (SMEs) play a key role in reviewing and assessing Impact, Risk, and Opportunity (IRO) statements. This guide explains how to manage SME assignments during the review process.

While the review is In Progress

  • Once SMEs are assigned to IROs, the analysis owner cannot edit those IROs until all assigned SMEs mark their review status as Done.

  • When all reviews are complete, the IROs become editable again.

Screenshot 2025-08-13 at 09.12.30

Removing an SME

  • Analysis owners can remove an SME at any time during the review process.
  • Important: If an SME has already started their review, removing them will permanently delete all input they’ve provided.

For best results, ensure SMEs have completed their input before making changes to assignments.

Option A – Remove from All IROs for a Topic

  1. In the IRO Hub, click on the reviewer column for the topic.

    Screenshot 2025-08-13 at 09.16.08

  2. Remove the reviewer from the topic.

    Screenshot 2025-07-14 at 15.15.38

Option B – Remove from Specific IROs

  1. Click the topic containing the IROs.

  2. Use the selector column on the left to choose the IROs.

    Screenshot 2025-08-13 at 09.06.06

  3. Click Assign/Remove reviewers in the black bar at the bottom of the screen.

  4. Remove the reviewer from the selected IROs.

Sending Reminder Emails to SMEs

If one or more SMEs have not submitted their assessments, analysis owners can send them a reminder email. Reminders are only sent to reviewers with an In Progress status.

Option A – Remind Reviewers for All IROs for a Topic

  1. In the IRO Hub, click on the reviewer column for the topic.

  2. Select Send a Reminder.

Option B – Remind Reviewers for Specific IROs

  1. In the IRO Hub, click on the topic to view the IROs.

  2. Use the selector column on the left to choose the IROs.

  3. Click Assign/Remove reviewers in the black bar at the bottom of the screen.

  4. Select Send a Reminder.

Screenshot 2025-07-14 at 15.04.40

Screenshot 2025-07-14 at 15.05.47

Editing the Reminder Email

On the next screen, you can edit the email content before sending it, allowing you to include context, deadlines, or instructions.