1. Creating and Managing Report Packages for Narrative Reporting
  2. Working with the Sample Report Package
  3. Working with Development Phases

Working with Development Phases

With your users, phases, style, doclets, and sections in place, it is time to start the report package development process to see how it all works! As a report package owner, you can perform the same tasks as a doclet author and approver. However, if you also want to act as a reviewer or signer, you must assign yourself those permissions by editing the report package properties. See Editing Report Packages.

Author Phase

The author phase allows doclet authors to add content to doclets and doclet approvers to review and approve that content. You must start the author phase before authors and approvers can add content to doclets. To start the author phase, select actions, and then select Start Author Phase.

Next, perform these actions to learn about the author phase:

  • Check out, download, edit, upload, and check in a doclet.

  • Submit a doclet for approval.

  • Approve a doclet

  • Undo the checkout of a doclet to discard changes

  • Restart the workflow on a doclet

  • Mark the author phase complete

See Managing the Author Phase.

Review Phase

In the review phase, users review content and add comments to the document. You start a review cycle by creating a review instance and then starting the cycle.

To start a review cycle:

  1. Select actions, and then select Create Review Instance.
  2. Select actions to start the review cycle. Click Start Review Cycle x. X represents the number of the next review cycle; for example, Start Review Cycle 1.

After you have started the review cycle, perform these actions to learn about the review phase:

  • Post a comment to a doclet.

  • Mark a comment closed.

  • Reopen a comment.

  • Mark a review cycle complete.

  • Create another review instance and start another review cycle. Notice that review comments are carried forward in context from previous review cycles.

See "Managing the Review Phase" in Manage Report Packages.

Example 8-1 Sign Off Phase

The sign off phase locks down the report package content and submits it to the signers for final approval. After a sign off instance is created, no changes to the report package are allowed. To create a sign off instance, select actions, and then select Create Sign Off Instance.

After you have created the sign off instance, perform these actions to learn about the sign off phase:

  • Request sign off on the report package.

  • Cancel the sign off and unlock the report package for additional edits.

  • Reject the sign off (you must have the Signer permission).

  • Sign off on the report package (you must have the Signer permission).

See "Managing the Sign Off Phase" in Manage Report Packages.

After you guide the report package through each development phase, you are ready to create your own report package. Remember that you can always return to the sample report package to experiment and become familiar with different report package functionality. For more detailed information about the tasks and responsibilities of a report package owner, see these topics: