Review Status

Administrators can create review statuses to assign to documents at each stage of the workflow. The Display Name is the status name visible on the user interface, while the System Status refers to the predefined values assigned to the review status. Regardless of the Display Name, documents will be routed to the appropriate workflow folder in QC Review or My Reviews based on the System Status.

Add Review Status

  1. On the Review Status screen, click on the Add button.
  2. Enter the Display Name.

  3. Double-click the System Status field, click the dropdown arrow, and select the System Status from the list.

Editing Review Status

  1. Select the required Review Status/Display Name to be edited and click Edit.
  2. The Review Status field becomes editable.
  3. Make the required changes.
  4. Double-click the System Status field, click the dropdown arrow, and select the System Status from the list.

Deleting Review Status

  1. Select the required Review Status to be deleted.
  2. Click Delete.

  3. If the selected status is in use within a workflow, a pop-up dialog will appear. If the selected workflow is not in use, it will be deleted.