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Note: Reviewers don’t have to be members of the workspace to which a document
belongs. They get separate access to documents to be reviewed.
The same user cannot be reviewer in different steps of the review process.
•
Repeat the adding of review steps as often as necessary.
•
Use the arrows
entered.
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You may change steps by unfolding a step (click on ) and change all step information: description, single reviewer sufficient or not and responsible reviewers.
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Hit [OK] to define the review process for the folder.
and
to change the order of steps and
to delete steps already
After you have defined the review process for the folder, you can start this review process for
all documents within the folder. The document review will start automatically for all
documents uploaded or pasted to this folder, if so specified in the review process definition.
How the review process proceeds in detail is described further below.
You can also define a review process for single documents, in order to e.g. define a review
process deviating from the standard procedure of a folder. You proceed in a similar way as
with folders.
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Select
Change Properties in the action menu of the document and go to the section
“Review” of the action form (if this section is missing you are probably not the manager of the document).
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Define the review process by selecting the option ‘Define document review’.
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Proceed in the definition of the review process by clicking [Add review step] as
described above for folders.
12.3.1.2 Changing the review process
As manager, you may change the review process of folders and documents any time, but not
for documents just being reviewed.
•
Select
Change Properties in the action menu of the folder or document and go to
the section “Review” of the action form (if this section is missing you are probably not
the manager of the document).
•
You now have several options:
•
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By selecting ‘No document review’ you determine that the review process of the
parent folder is not taken over.
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By selecting ‘Inherit settings’ you take over the review process of the parent folder
and overwrite an eventual review process specifically defined for the current
folder or document.
•
By selecting ‘Define document review’ you choose to define a new review process
or to change an existing one by changing, adding deleting or moving review steps.
Hit [OK] to confirm the changed review process for the folder or document.
After you have changed the review process of a folder, the changed process is valid for all
documents and folders contained therein with the exception of those documents and subfolders for which you had already defined an individual document review process. The review
process also remains unchanged for documents already under review when the folder review
process is changed – this holds also when such a document is reviewed again after a rejection.
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Workflow Management