The Start Review page enables you to initiate the review process for a document. Use this page to specify a group of users to whom you want to send a version of the document for review. Each reviewer can subsequently accept or reject the document version.
Create Review starts the review process. 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.
Cancel closes the page without saving your changes.
Field Definitions
- Name
- The name of the review. By default, this field displays the name of the document. You can type a new name.
- Description
- The details of the review. This description appears on the Review Details page.
- Review Type
- The type of review: Anyone May Review, Everyone Must Review, or Everyone Must Review in Sequence. more...
- Due Date
- The date the review is required for completion. To change
the due date, click
.
- Reviewers
- The names of the users you select to review
the document. The document appears in a dashboard's Action Required portlet for each selected reviewer. To select from a
list of possible reviewers, click
. The list of reviewers is sorted alphabetically.
For private documents, you can select from a list of all users who have appropriate module access.
For project documents, you can select from a list of users who:
- have OBS access to the project
- are assigned as a resource to any activity for the project
- are invited to the project
- are specified as the owner of the project
To search for a user in the list, click
. To remove a user from the list, select the user's name and then click
.
Tip: You can select as many reviewers as you want. Use the
and
buttons 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.