Policies and Procedures Table of Contents:
- Folder Setup Guide
- P&P Approval Workflow Guide
- Publisher Persona Guide
- In Review Essentials Guide
- Published Essentials Guide
- Permissions Guide
In Review Essentials Guide
The In Review Essentials Page is primarily for non-Reader Personas to keep track of where documents are in the review and publication process as well as informing them of upcoming items within their Policies and Procedures folder.
The three page sections can be collapsed at will.
Documents listed under My Pending are currently awaiting review by a persona you are a member of. If you are a member of multiple personas, they will still all be listed under this heading:
The Assigned to Column tells you which Persona is currently awaiting action. From the screenshot above, as a member of the Authors persona, I have one document awaiting review, and I have three awaiting my review under the E-Banking Manager approver tier persona.
The Action, Action By and Action Date show you the last performed task related to this document, who performed it, and when it occurred. This will also show the Expiration Date of the document.
Clicking on the name of a document will take you to that document's Journal page.
A dropdown context menu will appear if you click the dropdown icon for the document. From here, you can do other actions:
- Copy the Link Address for that document
- If you have permissions, you can check out and check in the document from this dropdown.
- View the Comments on the document
- Visit the journal just as if you had clicked the document.
- View the Properties of the document
The context menu makes it easier for the reviewer to perform actions on the document from here rather than having to go out to the portal documents to do so.
Documents listed under My Submitted are submitted by the Authors persona.
This table will show you similar information to the above, but only for documents submitted by your personas. Generally, if you are not in the Authors or Publishers persona, you will not see any documents here, as those are the two who generally submit documents, Authors when they are new, and Publishers when a document comes up for review.
In addition to the same table as previously mentioned, there is a checkbox for hiding documents submitted by others. This will leave only documents you have submitted listed.
Clicking on a document will take you to the Journal page for that document. The context menu is the same here as in the previous section.
All Documents In Review
Documents listed under All Documents In Review will show all documents being reviewed or waiting on Acknowledgements for the folder.
You can see expired documents only if you check the box. Expired documents will also show up with an exclamation mark preceding the document type and the line will be highlighted in red.
Documents that are awaiting any step in the review process are listed here, even if they aren't assigned to you. Documents that are awaiting acknowledgement will also show up.
Clicking a document will take you to the journal page for that document. The context menu is the same as the ones above.