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FieldLogs

Review

In the Review step, you can either Accept or Reject the changes made during the Edit step. You can also add comments to the Steps and/or the entire Template.

To Review the Template:

  1. On the action bar of the workspace pane, click Pick up.

    The action bar displays the Action needed.

    Pick_up.png

    The Task is picked up.

    Review_action.png

  2. If needed, add comments at the Step level or Template level.

    To add a comment to a Step, select the Step and then click Comment_Icon_-_Review_Step.png.

    To add a comment to the Template, select Comment_Icon_-_Review_Step.png next to the Template name.

    comment_icon.png

    The Detail panel opens on the Comments tab.

    comment_tab.png

  3. Enter your comment in the field and click Add Comment.

    Add_comment_button.png

    Tip

    You can use the dropdown list to navigate from one Step to another. After selecting the Step from the dropdown list, you can add your comment and click Add Comment. The comment gets added to the selected Step.

    Selecting the Global Comments option from the dropdown list, allows you to add comments at the Template level.

    To view the global comments on the Template, click See Global Comments.

    Filter_by_step_global_comments_-_Review_step.png

    The Comment is added and displayed below the field.

    comment_added.png

    Notice the colour change of the comment icon at the top of the Template, indicating that a comment is available. If a comment is available for a Step, the comment icon corresponding to the Step also shows a change in colour.

    color_change_of_comment.png

    Note

    You cannot delete a comment.

  4. If you approve of the changes made to the Template, click Accept.

    Accept_button.png

    If you select the Fast mode checkbox and then click Accept, the publication process proceeds without prompting any confirmation and the next action is automatically picked up.

    If you click Release, the pick up action of the task is cancelled. After you release the task, it becomes available to be picked up by another member.

    Clicking Reject sends the task back to the Edit step.

    Note

    Clicking Archive stops the publication process. The task is deleted. However, the Template is still available in the Templates section.

    To archive:

    1. On the action bar of the workspace pane, click Archive.

    2. On the Confirm Task action dialog box that is displayed, click Archive. The task is sent to the next step of the archival process.

    3. Click Pick up. The task is picked up.

    4. Click End process. The task is archived.

      Clicking Reject cancels the archival process and sends the task back to the Edit step.

  5. On the Confirm Task action dialog box that is displayed, click Accept .

    Accept_-_Confirmation_-_Review_Step.png

    Note

    The Confirm Task action dialog box is not displayed if the Fast mode checkbox was selected before clicking Accept. The next action in the Publication process is automatically Picked up.

    The Task is sent to the next step of the Publication process.

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