Workflow Document Management Software: How to Setup a Document
Review Workflow Activity
The following FAQ covers the attributes and steps required
to configure a document review activity when initiating a workflow or
editing a workflow template.
When should I use the Review Activity?
Use the review activity when you are looking to solicit feedback on a
given document version. As the participants in the activity (the reviewers)
complete their task the imitator will be able to collect comments and
feedback documents on the file being reviewed.
What are the different properties of a Review Activity?
The below screenshot highlights the different properties of review activity
as shown when a) initiating a workflow or b) setting up a workflow template.
For sake of clarity workflow settings are not shown in this screenshot.
Each property is discussed in detail below.
- Activity Type - this select allows the user to define
if this is a review or approval activity. Because a review activity
is selected the remaining properties are specifying to the review activity
only.
- Reviewers - this is a listing of the participants
of the review activity. Each one of the participants will be assigned
a task of reviewing the document. The list of possible reviewers is
limited to users that are able to access the document.
- Due By - this is the due date for when the task is
to be completed by the reviewers. The due date is in 2 possible formats
- absolute if the activity is the first activity in the workflow or
relative if the activity proceeds an existing activity in the workflow.
Use the calendar select to specify if an absolute date. For a relative
date the user will enter a number for the number of business days after
previous activity is marked as complete.
- Task Instructions - these are the instructions that
will be provided to the participants for completing their task of reviewing
the document.
Why can't I configure some properties of a review
activity when initiating a workflow?
When creating the workflow template the library administrator determines
which properties the initiator can configure at time of initiation. In
some cases all properties may be pre-defined therefore the initiator cannot
configure any properties. Conversely, the library administrator may allow
the initiator to define all of the properties of the activity. Use the
following link to learn more about setting
up document workflow templates.
Can I use the Review Activity in a stand alone mode
without a workflow?
No. A review activity must be part of a workflow. It can be added to a
workflow when a workflow is being initiated or as part of a workflow template.
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