Participating in Document Reviews

If you have configured the optional Content Repository with P6, and you are assigned as a reviewer for a specific document, you can review documents from the Document Reviews portlet on a dashboard. As a reviewer, you can access review details, add comments or attachments, and approve or reject the document.

To respond to a document review:

  1. Click Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, expand the Document Reviews portlet and click the Action Required tab.
  4. On the Action Required tab:
    1. Select a document to review.
    2. Click View to view the document.
    3. Click Details to view attachments and comments from previous reviewers.
    4. Click Approve or Reject.
  5. In the Approve Document Review or Reject Document Review dialog box:
    1. Enter any supporting comments.
    2. Click Approve or Reject.

Tips

Related Topics

About Document Reviews

Working With Document Reviews

Reviewing Documents

Creating Document Reviews

Terminating Document Reviews

Document Reviews Portlet of the Dashboards Page

Configuring Dashboard Content



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Last Published Friday, October 1, 2021