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Appointment

Appointment is the second step, following election, in the process of assigning data owners to resources.

Note

If a goal has an appointment, the goal does not proceed directly to the Finish status.

To continue with the appointment process after the election process has completed, perform the following steps:

  1. On the File Access Manager website, go to Goals

  2. Choose a goal, and select Show Status.
    The Show Status screen displays.

  3. Select Appointment (In Process).
    A list of final candidates and reviewers displays.

  4. Select the remind icon next to a reviewer’s name to send an email reminder to that reviewer.
    A confirmation dialog displays, asking whether you want to send the reminder email.

  5. Select Yes to send the email reminder or No to return to the Show Status screen.

After the appointment process has finished, the system displays the names of the final candidates and the names of all reviewers, together with information on whether a candidate’s reviewer approved or disapproved of that candidate.