Supervisor Review

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Supervisor Reviews are powered by forms, but are not completed by users during incident submission. Instead, they create a multi-level (ladder-style) review process that automatically notifies supervisors when certain incident categories require approval before completion.

Accessing the Supervisor Reviews Panel

Navigate to Forms & Docs → Supervisor Reviews.

Available tools:

• Search by name or tag
• Filter by tags
• Include archived flows
• Sort flows by creation date or alphabetically

Creating a Supervisor Review

1. Click New Supervisor Review (top right).
2. Choose a template or create a flow from scratch.
3. Enter a form name (recommended to include the related incident type).
4. Add a text question section (this functions like a standard form section).

Building the Review

Each step represents a review state in the approval process.

Creating a structure example:

1. Submitted by User

• Triggers the review process
• Notifies the first-level supervisor

2. Needs Edits

• Returns the incident to the reporter
• Allows supervisors to add notes

3. Approved – Level 1

• Sends the incident to the next supervisor

4. Approved – Level 2

• Additional review tier

5. Approved / Completed

• Final state when the incident is compliant

Notes:

• Steps appear in order, but can be dragged and reordered
• You can add as many levels as needed
• Each state can have a custom color indicator

Adding Notes

1. Add a free-text question for review notes
2. Recommended for:

• Edit instructions
• Supervisor comments
• Review explanations

Assigning Incident Categories

1. Select parent categories to auto-include all subcategories
2. Selecting a sub-tier category only applies that specific category
3. You may also:

• Attach the flow to Important Incidents
• Use one review flow for multiple categories

Linking Review States to the Flow

1. Select the question that controls the review states.
2. Assign behaviors:

• Request Review → triggers the review
• Needs Edits → notifies the reporter

3. Reorder states if needed.

Notifications & Emails

• Choose internal agency emails or add external email addresses
• Final approval can automatically notify selected recipients

Reviewing Incidents

1. Once an incident is submitted:

• It appears in the Activity Log
• The current review state is visible

2. You can filter the log by review state

3. Supervisors can:

• View incident details
• Review attached forms
• Add notes
• Change the review status

4. When edits are requested:

• The incident moves to Needs Edits
• The reporter can view notes, make changes, and resubmit

5. The flow continues until the incident reaches Approved / Completed.

Configuring Supervisor Settings

Access via Agency Menu → Supervisor Settings.

You can:

1. Supervise all users or a specific:

• Users
• Resources
• Locations
• Groups (e.g., North Sector)

2. Choose which review states trigger alerts
3. Enable email notifications for selected states

Once configured, the Activity Log will only show incidents relevant to your supervision scope.

Updated on: 12/01/2026