Participating in Document Reviews
Projects > About Documents > Working with Documents with a Content Repository > About 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:
- Click Dashboards.
- On the Dashboards page, select a dashboard.
- On the dashboard, expand the Document Reviews portlet and click the Action Required tab.
- On the Action Required tab:
- Select a document to review.
- Click View to view the document.
- Click Details to view attachments and comments from previous reviewers.
- Click Approve or Reject.
- In the Approve Document Review or Reject Document Review dialog box:
- Enter any supporting comments.
- Click Approve or Reject.
Tips
- If the review type is set to Everyone Must Review in Sequence, the review will not appear in subsequent reviewers' Action Required portlets until the document has been approved by the previous reviewer.
- If the Document Reviews portlet is not available, configure dashboard content and add it to the dashboard.
Related Topics
Document Reviews Portlet of the Dashboards Page
Last Published Wednesday, July 10, 2024