Document Review Actions

Reassign Reviewer

To reassign a reviewer, follow the steps below:

  1. Go to the QC Review module and open the My Review tab.
  2. From the Claimed folder, select the required document and open its metadata panel.
  3. Click the horizontal ellipsis (three-dot) menu and choose Reassign Reviewer.

  4. Select a reviewer from the Reviewer dropdown and click the Change Reviewer button.

  5. Click the refresh icon next to the document icon.

The process of changing the assigned reviewer of a document to another qualified individual. Occasionally, a room administrator may need to reassign a document reviewer.

Change Stage

To change the workflow stage, follow the steps below:

  1. Go to the QC Review module and open the My Review tab.
  2. From the Claimed folder, select the required document and open its metadata panel.
  3. Click the horizontal ellipsis (three-dot) menu and choose Change Stage.

  4. On the Change Stage pop-up, change the workflow stage.
  5. Click Change Stage.

Exclude from workflow

To exclude a document from workflow, follow the steps below:

  1. Go to the QC Review module and open the My Review tab.
  2. From the Claimed folder, select the required document and open its metadata panel.
  3. Click the horizontal ellipsis (three-dot) menu and choose Exclude from Workflow.

  4. On the Exclude From Workflow pop-up, select additional workflow apart from the existing one.
  5. Mandatorily specify the exclusion reason.
  6. Click Exclude.

Release From Review

To release a document from review, follow the steps below:

  1. Go to the QC Review module and open the My Review tab.
  2. From the Claimed folder, select the required document and open its metadata panel.
  3. Click the horizontal ellipsis (three-dot) menu and choose Release From Review.

  4. Click Release on the confirmation pop-up.

Copy and Paste Fields

To copy metadata fields from one document and apply them to another document, follow the steps below:

  1. Go to the QC Review module and open the My Review tab.
  2. From the Claimed folder, select the required document and open its metadata panel.
  3. Click the horizontal ellipsis (three-dot) menu and choose Copy Field.

  4. Click the Copy icon next to the metadata field to copy its value.

  5. Select a different document and access its metadata panel.
  6. From the metadata tab, click the horizontal ellipsis menu and select Paste Field.

Certify Document

To certify a document, follow the steps below:

  1. Go to the QC Review module and open the My Review tab.
  2. From the Claimed folder, select the required document and open its metadata panel.
  3. Click the horizontal ellipsis (three-dot) menu and choose Certify Document.

  4. On the Certify Document pop-up, verify the terms and click Finish.

  5. On the login page where the email is pre-populated by the logged in users name, click Next.
  6. Enter the password and click Log In.

  7. Click the refresh icon next to the document icon.

Reject

To reject a document, follow the steps below:

  1. Go to the QC Review module and open the My Review tab.
  2. From the Claimed folder, select the required document and open its metadata panel.
  3. Click the horizontal ellipsis (three-dot) menu and choose Reject.

  4. On the Reject Document pop-up, select the rejection reasons, enter comments and click Reject.