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# Supervisor Review

# Supervisor Review

| ℹ️ Supervisor Review is a BETA feature. You receive access to the this feature free of charge. However, we may change, remove, or improve this feature at any time.

[https://www.loom.com/share/6ee5dd218eba4d32b799feadd95f3b9a](https://www.loom.com/share/6ee5dd218eba4d32b799feadd95f3b9a)

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**


![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/8/c/ee8c717f4fba7800/screenshot-2026-01-12-at-40830_19piio2.png)


## 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

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/8/c/ee8c717f4fba7800/screenshot-2026-01-12-at-41111_15i7zt0.png)


## 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/8/c/ee8c717f4fba7800/screenshot-2026-01-12-at-41528_o9lup3.png)
## Notifications & Emails
* Choose internal agency emails or add external email addresses
* Final approval can automatically notify selected recipients

|| ⚠️ Reminder: Supervisor alerts require Supervisor Settings to be configured.

---

## 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**.


![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/8/c/ee8c717f4fba7800/screenshot-2026-01-12-at-42416_fqjmrp.png)
## 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.


![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/8/c/ee8c717f4fba7800/screenshot-2026-01-12-at-42518_dy8qjf.png)