Upload of Documents for Review

Documents requiring review are uploaded in the same way as any other document in InEight Document. The status assigned by the uploading company determines if the document is restrained (to be passed through a workflow) or unrestrained (without going through a workflow).

Documents uploaded to InEight Document that are restrained are posted to the document register with a review status of Awaiting Review/Release. A restrained document can only be accessed by the review initiator and project administrators. Once the workflow is activated the document can also be accessed by the review coordinator and review team members.

  • If Auto Activation of the review process is enabled, the first reviewer in the relevant review team is automatically notified to complete their review. For Parallel based reviews, each reviewer is notified at once.

  • If the workflow is Manual (auto Activation was not enabled), the Review Initiator assigned for the rule group is notified that a restrained document or group of documents has been uploaded and the workflow requires activation.

  • If a restrained document is uploaded that does not have a review team defined, the Review Initiator will be notified with a CC to the Project Administrator.