[HQ] How to enable a user to be a Reviewer

Enabling a User as a Reviewer or Adding to a Reviewer Group

Reviewers can approve Unapproved Invoices in Accounts Payable and requisitions/quotes in Purchase Order.

Steps:

1. Navigate to Headquarters → Programs → HQ Reviewers.

2. Click the New Record (paper) icon to add a reviewer.

3. Assign a unique Reviewer Code (up to 3 characters). If a warning appears (“Not a valid Reviewer code”), continue to add the record.

4. Enter the reviewer’s details on the Info tab or Grid.

Note: User codes are case-sensitive—use consistent capitalization throughout Vista.

5. On the User Names tab, enter the authorized user(s) for this reviewer, typically the reviewer themselves. Add any supervisors or managers who are also authorized to review items assigned to this reviewer.

Additional Notes:

• Reviewer types are not defined in HQ Reviewers; they are determined by assignment to AP Unapproved Invoices or PO Requisitions.

• Default reviewers by type can be configured in JC Job Master → Reviewers tab.

• Reviewers in HQ Reviewer Groups can also be assigned to AP Unapproved Invoices or PR My Timesheets.