Rian Books training · Working together
Invite a Reviewer and Create a Request
Give the right person the right role and turn missing information into a visible, trackable request.
What you will take away: Replace chasing with a shared next action.
In this 1:32 lesson
00:08 — Open access settings
Review who can enter, review or administer the organisation's records.
00:24 — Add the right reviewer
Give the authorised person the smallest role that supports the work they need to do.
00:52 — Create a visible request
Turn missing information into a trackable item instead of another private email thread.