Review Initiator Rules

The Review Initiator is notified automatically by email after a restrained document is uploaded. Their role is to activate the workflow to a Review Team (if manual activation is required) based on a set of predefined Review Team Rules. These  can be adjusted as required on a per document basis.

To define Review Initiators:

1. Click Admin then Manage Document Rules.

2. Select Review Initiator from the drop down list.

   

3. Click New and enter a Title.

   

4. Select the Status value.

5. Select the Review Initiator (company and contact or Role).

6. Automatically Activate review workflow:

   • Yes if the reviewers of documents with this Status should be notified automatically and the workflow is to be auto initiated.
   • No if only the Review Initiator is notified about restrained documents uploaded for review. The Review Initiator will manually activate the workflow and add/edit members from the defined Review team or changes the reviewer sequence for the document(s) if required before initiating the review process.

7. Click Save then Close.

8. Repeat steps above for additional review rules.

It is possible to define a default Review Initiator that will be used for restrained documents with a status where a review initiator has not been defined.