Creating Document Review Models

  1. From the SmartSolve Portal Page, click the Home tab.
  2. In the Setup and Policy section, click Policy.
  3. In the Document Management section, click Review Model.
    Result: The Review Models list window is displayed.
  4. Click Action > Add.
    Result: The Review Model entry window is displayed.
Field Description

Code*

Enter the code of the new review model.

Name*

Enter the name of the new review model.
Document Status

Enter or zoom to select an Administrator Role for this document type. Only actors under this role can edit this document type- all others can view only. The administrator role is assigned when the document type is created and can be changed only by right clicking over the Document Type Detail screen (it is not visible when you edit). The Document Type Manage and Document Type Supervisor rights are required to perform this function. Only actors who have this role in the system can manage (modify) the document type properties assigned in the system. As company policies and document requirements change throughout a company, the Administrator Role will allow only appropriate users to be able to modify the document type (approval policies, training requirements, etc.). Typically it is the Document Control Group who owns document types or possibly a designated system administrator. For additional information on configuration, see Roles.
Phase

Select the security that will be used for document records belonging to this type, if applicable.

  • None – Security is not applied which means the document can be viewed and edited by all users.
  • Manage – Security is applied for editing only (by roles) which means that anyone can view the document.
  • Manage & View – Security is applied for both editing and viewing document by role.
  1. Click the Save button.
    Result: The new review model has been added and the Review Models list window is displayed.
  2. Click the Schedule link of the newly created review model.
    Result: The Schedule folder for the new review model is displayed.
  3. Check the checkbox of the Default Review, right click and select Delete.
  4. Click Action > Attach.
    Result: The Review Model Schedule entry window is displayed.
  5. Enter information in the following fields:
Field Description

Review Type Name*

Zoom to select the review type to be attached to the review model. For additional information about configuration, see Review Types.
Review Option

Click the drop down arrow and specify whether the review is Recommended, Optional, or Required.

Interval

Enter the interval for when the review will be scheduled.

NOTE: If this is a one time review that will be routed after the workflow is complete, leave this field blank.

Advance Notice

Enter an interval for when the system notifies the document owner that the review is upcoming.

NOTE: Only use this field if a review type was selected above.

Phase

Click the drop down arrow and select the phase when the review will be routed. For additional information on configuration, see Document Phases.
  1. Click the Save button.
    Result: The review is displayed in the Schedule tab of the Review Model record.

NOTE: Steps 8-10 must be repeated for all review types to be added to the review model, unless the Add Another checkbox is enabled.

See Also

Review Models

Document Setup

     

 

  
Friday, September 25, 2015
9:38 AM