If you have P6 Web Access installed with configured workflow and content repositories, and you are assigned as a responsible reviewer for a specific document, the document review appears in the Action Required portlet on a dashboard. Here, you can access the review details and subsequently add comments or attachments, and approve or reject the review.
To review a document in the Projects tab of the Documents page
- Open the project or group of projects you want to work with in the Projects section.
- On the Projects toolbar, click
to display the Documents page.
- In the Project tab, open the folder of the project that contains the document to be reviewed.
- Select the document to review, then click
To review a document in the Action Required Portlet
- Click Dashboards to select a dashboard.
- From the Action Required portlet on a dashboard, select the document you want to review.
Tip: If the Action Required portlet is not displayed on a dashboard, click Customize at the top of the page to set options to display it. You can customize any dashboard you create; you cannot customize multi-user dashboards created by other users. You must have the required security privilege to customize global dashboards.
- From the Action Required portlet, you can view the document, add comments or attachments, and approve or reject the review.
- To edit the details of a document, click
.
- To view a read-only copy of the document, click
.
- To add comments to the review, either click
to Approve or click
to Reject, then type detailed information in the Comments field.
- To add a single file attachment to the review, either
or
, then in the Attachments field, click the browse button. Once attached, this document is accessible via Review Details, but it is not added as a new document to P6 Web Access.
- To accept the document, click
.
- To reject the document, click
.
Tip: Once you approve or reject the document, the document no longer appears in the Action Required portlet. You can subsequently access details for the completed review from the Review Details page.