Managing SME assignments

Subject Matter Experts (SMEs) review and assess your IRO statements. This guide explains how to manage SME assignments during the review process. It applies to the IROs being assessed: the IROs on bottom-up topics and any IROs routed to bottom-up.

While the review is in progress

Once SMEs are assigned to IROs, you cannot edit those IROs until all assigned SMEs mark their Review status as Done. When all reviews are complete, the IROs become editable again.

Removing an SME

You can remove an SME at any time during the review.

Important: if an SME has already started their review, removing them permanently deletes all input they have provided. Where possible, have SMEs complete their input before changing assignments.

Option A: remove from all IROs for a topic

1. In the IRO Hub, click the Reviewers column for the topic.
   
   
2. Remove the reviewer from the topic.
   
   

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.
   
   
3. Click Assign/Remove reviewers in the black bar at the bottom.
4. Remove the reviewer from the selected IROs.

Sending reminder emails to SMEs

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

Option A: remind reviewers for all IROs in a topic

1. In the IRO Hub, click the Reviewers column for the topic.
2. Select Send a Reminder.

Option B: remind reviewers for specific IROs

1. In the IRO Hub, click 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.
4. Select Send a Reminder.

Note: you can edit the email content before sending it, to include context, deadlines or instructions.

Reopening IROs for reassessment

You can reopen an IRO already marked Done by a reviewer, to request an updated assessment.

1. Go to the IRO List.
2. Click the Reviewers column for the individual IRO.
3. Click the (Reopen) icon beside the reviewer. This is only available if at least one reviewer has a Done status.