Using the Review Activity in a workflow, you can route a document for review, to one or more users. These users can then review the document and provide comments (if any). Each user's comment can optionally be added to the document as a separate note. Usage scenario for this activity includes a situation where you want to send a document after it has been approved, to one or more users so that they can review the same (for e.g. review changes to a policy document).
How to create a workflow to Review a routed entity
| 1. | Select the Tools tab and click the Workflow Designer button. |
| 2. | This will bring up the Workflow Designer window and will also open a login window. Enter the username and password and click OK. |
| 3. | Click the New button. A new workflow designer window will open in the middle pane and will have various properties in the Properties pane. |
| 4. | Below are the properties for a new workflow:
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Workflow Property
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Description
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Name
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Enter a name for the Workflow.
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Description
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Add information about the workflow in brief.
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Duration (in days)
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Specify the number of days in which this activity should be completed. If this activity is not completed in the stipulated number of days, it will be marked as Red in the user's Inbox.
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| 5. | Drag the Review Activity task from the Task pane and drop it on the <<Add Tasks here>> in the Designer pane. New properties will open in the Properties pane. The Review Activity task will have the following properties:
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Property
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Description
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Name
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Provide a name for this task
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Subject
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Provide the subject of this task
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Message
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Enter any message you have for the user who will review this entity
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Duration (in hours)
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Specify the time in which this activity should be completed. If this activity is not completed in the stipulated time, it will be marked as Red in the user's Inbox.
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Reviewers
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Select the users to whom the entity should be routed for review.
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Add reviewer comments as notes
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Enter Yes, if you want reviewers' comments to be added to the entity as notes.
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Audit Activity
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Enter Yes, if you want this activity to be recorded in the event log.
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| 6. | Click the Save button to save the changes in the Workflow. |
| 7. | Click the Publish button to publish the Workflow. |
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Page URL:
https://www.globodox.com/support/help/index.htm?review___activity.htm
