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Participating in 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:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, expand the Document Reviews portlet and click the Action Required tab.
  4. On the Action Required tab:
    1. Select a document to review.
    2. Click "" View to view the document.
    3. Click "" Details to view attachments and comments from previous reviewers.
    4. Click "" Approve Document or "" Reject Document.
  5. In the Approve Document Review or Reject Document Review dialog box:
    1. Enter any supporting comments.
    2. Attach any supporting documents.
    3. 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, add it to the dashboard. For help, see Configuring Dashboard Content.

Related Topics

Document Review and Workflow Portlets

Terminating Document Reviews

What is a Workflow?

Document Reviews Portlet


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