Print this page
In this topic
On the Review Setup page, administrators and group leaders can manage the document review process by creating and distributing assignments to reviewers. The review process allows you to create multilevel reviews in which documents can be reviewed by multiple review teams. You can also enforce coding rules, to ensure that reviewers meet the coding requirements for all of the documents in an assignment.
When you use the review setup feature to distribute documents to review teams, you structure the review process by creating workflows, phases, teams, and assignments, as follows:
●A workflow is a collection of tasks that are associated with reviewing an assignment. These collections of tasks are called phases.
●A phase is a sublevel of a workflow with a specific purpose. A phase is associated with certain coding requirements and includes specific documents. Phases can include multiple levels, which can be structured sequentially, in parallel with other phases, or as a combination of both. Phases are assigned to teams and include assignments that are intended for individual reviewers.
●A team is a group of users who can be assigned to review the phases in a workflow. When you add a team to a phase, the members of the team can access the assignments in the phase.
●An assignment is a logically related set of documents that are designed to be reviewed together. When you add documents to a workflow or phase, an assignment is created. Users can get their assignments and then analyze, review, and code the documents in the assignments.
You can monitor the status of ongoing document reviews using the Review Setup Summary page. For more information, see Review Setup Summary page overview.
Note: For information about how to view the status of an active assignment using the Review Dashboard, see Work with the Review Dashboard.
Group leaders with access to administrative functions can perform certain tasks. For information about how to grant permissions, see Grant administrative access.
To manage the document review process, perform the following high-level steps:
1.Create teams. For more information, see Create teams.
2.Create a quick code list for the phases in the workflow. For more information, see Working with quick codes.
3.Create a saved search to use as validation criteria for clearing an assignment. Validation criteria are the coding requirements that must be met by reviewers in order to clear, or complete, an assignment in review. For more information, see Perform an advanced search.
4.Create a workflow, and then add phases to the workflow. For more information, see Create workflows and phases.
5.Add teams to a phase. For more information, see Add teams to a phase.
6.Set workflow security. For more information, see Set security for workflows.
7.Add documents to a phase. This creates assignments. For more information, see Add documents to a phase.
8.Prioritize the phase to determine which assignments teams will get for review. For more information, see Adjust phase priorities.