Workflow Review Activites

There are two types of activities supported by the FileHold document management system; the document approval activity and the document review activity.

The review activity is designed to facilitate the collection of comments and feedback on a file from other document management system users.

The review activity can be used alongside one or more review or approval activities as part of a workflow template or when initiating ad-hoc workflows. Unlike the approval activity the review activity does not have the same rules for activity termination. The review approval activity is considered complete once all participants have completed the task of reviewing the document and providing comments and or feedback documents.

Once a review activity is initiated, the document tasks are automatically routed to the participants and appear in their My Tasks folder in the document management system file structure. Email notification can also alert users when they are assigned a new task of reviewing a document. Email notifications will also direct the user to the My Tasks folder in the document management system.

As the activity progresses participants complete their review tasks by providing comments and / or attaching feedback to the file. All comments and feedback files are routed back to the initiator so they get the feedback they need to continue working on the document.

Documents that are attached to a workflow can be viewed, edited and given feedback using the document viewer in the FileHold Desktop Application.

When all participants complete all of the review tasks the activity is completed. The next activity in the workflow will then begin. If this is the last activity in the workflow the workflow will be marked as complete.
 

See Also:

Setting up a Review Activity

Workflow Overview

Approvals