In BAM, you can't preserve reviews unless the opportunity is archived. If you archive a review group before the associated opportunities are archived, you lose reviews. This is messy for most scenarios, but workable. However, we have some groups that review on a conditional level. There is no way to preserve those reviews because the conditional application undergoes cycle management before the opportunities can be archived.
We are losing reviews for an entire college, every cycle due to this issue. Support has said there is nothing that can be done. I'm wondering if any other users have found ways around this? We may need to find a way to download all reviews prior to cycle management but that defeats the purpose of having a system that is meant to archive and preserve records.
Client Name "shard name" | appstate |
User | System Admin , Opportunity Admin, Stewardship Admin, Support Admin, Applicant, Reviewer, Reviewer Chair , System Admin, Reviewer Chair |
Functional Unit | Site Settings, Reviews, Conditional Application, Review, Reports |
Employee Name | Lindley Davis |
Following up on this request.
We currently have a similar problem, as we have the same opportunity for two different seasons open concurrently for a short time (this is due to our award cycle). We have developed a process to manage the reviews and associated opps, but it's not intuitive and can get quite sloppy.