Document Review

When a document's Next Review Date is reached, an email is sent to the Reviewer identified by the author. The email contains links to the document and the Document Management interface. If necessary, the Server issues Review overdue alerts and review reminders in the same way as in the map review process.

To review a document:

1. Click on the link in your notification email. Alternatively, log on to the Approvals feature of Process Library'(any site).
2. Click on Manage Documents.
3. If you have multiple roles associated with your account, ensure that you have Reviewer selected. Click on the Change button if this is not the case. Select the correct role and then click on the Update button.
4. Locate the document in the tabulated list and then click on its name.
5. Scroll down to Actions.
6. Select either Rework Required or Reviewed.
7. Add text to the Rework/Approval Comments box as necessary.
8. Click on the Save button. The document's status is changed to Marked as Reviewed and it will no longer appear in your document Search Grid.

An email is sent back to the Author with your comments and a link to the document in the Sandpit Documents folder.