If you have P6 Web Access installed with configured workflow and content repositories, you can start or participate in a document review.
Note: For project documents, your ability to start a review depends on the document security policy.
What is a document review?
A document review is a workflow process in which a specific version of a document
is assigned to one or more people to review. Each document review is assigned
a review type, which determines the approval requirements and reviewer sequence
for the workflow.
Document reviews are beneficial when you have a document that requires the
approval of one or more people. For example, you may have a private document
that you want four other members of your department to review.
Before making the document available to all members of the project, you want
each department member to review the document for accuracy. Creating a document
review is a helpful way of sharing information and gathering specific comments
or feedback from others.
Starting a document review
You can start
a document review
from Document Details for any document. When starting
a document review, you can specify the name of each person you want to review
the document, and you can select one of the following review types:
- 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.
Once you start a review, the document appears in the Project
and Document Workflows portlet on a dashboard. Here, you can
click the link to Document Details, where you can view a list of all reviewer responses, and
the names of all reviewers who have not yet responded to the review. From
the Document Details, you can also view review details.
Once the review is complete, the document no longer appears in the Project
and Document Workflows portlet. You can subsequently access details for the
completed review from the Review Details tab of Document Details.
Reviewing a document
If you are assigned to review
a document, the document appears in the Action
Required portlet on a dashboard. Here, you can click the link
to the document to respond to the review.
Once you respond to a review, the document no longer appears in the Action
Required portlet. You can subsequently access details for the completed review
in Document Details.