Start Review Dialog Box

Overview

Use this page to initiate the review process for a document.

Screen Elements

Name field

The name of the review.

Review Type list

Determines the type of review:

Anyone May Review: Enables any one of the listed reviewers to approve or reject the document version. Once one reviewer approves it, the review status changes to Review Approved; once one reviewer rejects it, the review status changes to Review Rejected.

Everyone Must Review: Requires each listed reviewer to respond to the document review to complete it. To change the review status to Review Approved, all reviewers must approve the document. To change the review status to Review Rejected, only one reviewer needs to reject the document.

Everyone Must Review in Sequence: Requires each listed reviewer to respond to the document review in a designated sequence to complete it. To change the review status to Review Approved, all reviewers must approve the document. To change the review status to Review Rejected, only one reviewer needs to reject the document. Once one reviewer rejects the document, the review is complete.

Reviewers field

The selected users assigned to review the document.

You can use the arrows to move the selected users up or down in the sequence; this is the order in which they will review if you select the option Everyone Must Review in Sequence.

Due Date field

The date by which all reviewers need to complete the review. If no due date is specified for the review, then this field appears blank.

Description field

A detailed summary for the item.

The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

Create Review button

Creates a review based on the entered criteria. Once the review is created, the document appears in the Action Required portlet on a dashboard for each specified reviewer. The document also appears in the Project and Document Workflows portlet on a dashboard.

Tips

To create the review, you must select at least one reviewer. Once a review is created, you cannot add additional reviewers to the list. You can select as many reviewers as you want.
Use the up and down arrows to specify the order of the names in the list. If you have selected the Everyone Must Review in Sequence review type, the order of the names in the list determines the sequence in which each user is required to review the document.
If the review type is Everyone Must View in Sequence, then all reviewers must complete the review by the specified Due Date.
You can customize a dashboard to display the Action Required and Project and Document Workflows portlets.

Getting Here

From the Documents page:

Click Projects.
On the Projects navigation bar, click Documents.
On the Documents page, click the Project tab.
On the Project tab, select a document.
In the Security Policy list, select Shared or Read Only.
Click Start Review.

From the Dashboards page:

Click Dashboards.
On the Dashboards page, select a dashboard tab.
On the dashboard tab, expand the My Documents portlet and select the Recent Documents tab.
On the Recent Documents tab, select a document with the Security Policy set to Shared or Read Only and click Start Review.

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