Document Reviews - Part 1 - Introduction

Document Reviews using Workflows

Introduction

The addition of workflows to the document review process provides a powerful and flexible tool with more control over what should happen at every stage in the management of controlled documents.

This user guide covers all the steps required to ensure documents are reviewed within allowed time frames. It describes how to configure the review settings so that iPassport monitors progress and involves the right people at the right time throughout the documents’ lifecycle. It also covers the options and information available to managers to keep a handle on progress at every stage.

When a review leads to the creation of a new version of a document, iPassport allows re-starting a review cycle while the new version is in draft state, using ‘Start Review Workflow’ from the Actions menu. Updates to the document can then be evaluated before submitting the document for publishing.

This option is only available when:

• the user has the ‘Schedule Reviews’ permission for that type of document in the document’s OU,
• the document is active, can be reviewed and is not set to ‘no review’,
• a review workflow is assigned to the document,
• a review cycle has not already been started on the draft, and
• the previous (authorised) version of the document has no review workflow still open.

The publishing process uses its own workflows and though it is connected to reviews, it is considered a separate operation within the system. Details about publishing draft documents are found in the user guide, Create, Edit & Publish New Versions of Documents.

Contents

• Permissions and Settings required in document reviews
• Configuring Document Reviews
• The Document Review Process
• Managing Reviews

Next step:

The next article covers Permissions and Settings required in document reviews