Review Definitions are defined at the domain folder level by Domain Managers and the System Administrator.

Users can then choose to submit their documents to any one of the defined Review Flows.

To create a Review Definition, perform the following:
  1. Navigate to the "Folder Properties" window of the domain in which you wish to define a review definition.
  2. Click on the "Review Definition" link
  3. Select a user from the left-hand side and add the user as a reviewer by clicking on the "Add" button. You may select more than one user.
  4. If you selected more than one person to be a reviewer, decide whether you wish all or one of the reviewers to vote in order to approve a document. If you choose "All must Vote," and one of the reviewers rejects the document, the status of the document is set to "Rejected" and the task is removed from other reviewers.

    If you select "One vote is enough," the first reviewer that votes to approve the document will be able to move the document to "Approved" status.

    If there is more than one reviewer, unless one reviewer votes to reject, the document status will remain unchanged until all reviewers vote.
  5. Be sure to enter a brief instruction for the reviewer. These instructions will be added to an email notification that will go out to the selected reviewers.
If you wish to view the review status of documents in a given folder, navigate to the folder and select the "Status View" from the "View" menu. This will show a detailed status of every document and its history of votes.

Next Topic is Submitting documents for review



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