Document Release without activating a workflow

An option can be enabled to allow the Review Initiator assigned to a workflow to Release OR Reject a document without activating a full review workflow.

This is useful where the Review Initiator assesses the submitted document and finds that it requires it to be re-submitted. In this situation they can immediately reject the document rather than having to put it through a full workflow first.

To release/reject a document prior to it being activated for a workflow:

  1. From the Module Menu, hover over Documents and select Manage workflow.

  1. Select the Document(s) to be Released/Rejected without activating a workflow.

  2. From Actions select Release / Reject Documents.

    select Release / Reject Documents From Actions menu

  1. At the Review Initiator Comments window select a Review Status and enter a message (or select Proceed without comments).

    select Proceed without comments in Review Initiator Comments window

  1. Click Save.

  • The Release / Reject Documents option only appears if this option is enabled at a project level.

  • After being released or rejected by the Review Initiator, the documents are considered to have completed the workflow cycle and the documents will be displayed with the assigned review status in the Document Register.

  • If a document is “Released” by the Review Initiator a release notification is sent to all users who have access to the document.

  • If a document is “Rejected” by the Review Initiator, only the originator of the document will receive a notification.

  • To view a list of documents that have been Released / Rejected by the Review Initiator use the Advanced search option and filter for Released/Rejected by equal to Review Initiator.

  • The Notes column on review workflow reports shows an indicator if the document was released/rejected by the Review Initiator