Closing a Document Review

If the review is not set to auto close, the document owner must manually close the review once all approvals are completed.

1. From the Document record, in the document tree on the left side of the record, click the Active Review link.
   Result: Approval Routing tab information is displayed showing a list of approvers.
2. Click the Review tab.
3. Click Action > Close.
4. Enter a review note.
5. Check the No Further Review Required checkbox only if this review is to close and not be performed again in the Document record.
6. Enter Target Date, Interval, and Advance Notice only if you are scheduling another review for the document.
7. Enter your user ID and password.
8. Click the Save button.
   Result: The review now has a status of CLOSED and a history of the review can be accessed by clicking the Review Name under the Reviews link of the document tree.

See Also

Reviewing a Document

Attaching a Review Type to a Document

Editing Review Type for a Document

Deleting a Review Type from a Document

Routing a Document Review

Performing a Document Review