To Define the Review/Release Defaults

  1. From the Review Team window, go to the Review/Release Defaults tab.

  1. Enter values for the following controls in the screen provided:

  • Remind Reviewers Every – Enter an Interval in days for the auto sending of reminders to reviewers if they have not completed their review by the due date.
  • Default Review Duration – This is the default duration, in working days, for each user to complete their review. After this period, if the user has not completed their review, they will be notified that they are delaying the review process.
  • Automatically complete document review in X days after the due date – This option can be enabled to have the system auto complete each reviewers review (with No Comment) if they do not complete their review prior to a defined number of days after their due date.
  • Notify Review Coordinator of delays in the review process – Tick this box if the Review Coordinator wants to be notified by email of any delays to the review process (this is in addition to the standard notification sent to the individual reviewers).

    • Can send to Review Coordinator bypassing other reviews – This option is only available if ‘Allow reviewers to bypass review’ has been in enabled in Project Settings, Document. If available this option enables any Reviewer to complete the review process and send the document to the Review Coordinator. Reviewers who have not reviewed the document at that time will not be able to make any comments.

    • Notify Review Coordinator of delays in the release process – If there any delays to the release process the Review Coordinator will be notified by email.

    • Notify Administrator of delays in the release process – If there are any delays to the release process the Project Administrator will be notified by email.

    • Default Release Duration – This is the default duration allocated to release a document after all reviewers have completed their review. It is used as a trigger to control the notifications in regard to delays in the release process.

    • Automatically complete document release in X days after the due date – The system will auto release documents if the Review Coordinator has not released them prior to a defined number of days after the due date. Select the Review Status code to be assigned in the case of Automatic Release.