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Create a recurring review |
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Recurring reviews will automatically request a review of a diagram at specified time intervals.
Note: Recurring reviewers must be set up separately to ad hoc reviewers, i.e. assigned ad hoc reviewers will not be automatically defined as recurring reviewers. See Creating a recurring file review for further information. If one or more users that you assign do not have access to any of the diagrams then you will not be able to create a recurring review. A dialog will list which users do not have access to which diagrams; you can either remove them from the list of reviewers, or seek to provide access for these users.
1.From the Actions menu choose New Recurring Review. 2.Choose the first review date from the First Review date selector. 3.Define the recurrence of the review, i.e. the time delay between reviews. 4.Define the notification period, i.e. the time period that users will be reminded to review the diagram before the actual review is due, then click Next.
Reminders and escalation options Email and SMS notifications can be sent to users to remind them about an upcoming or overdue To-do item. An escalation date can also be set which will send an email notification to users' line managers if they fail to action a particular To-do item. Default notification and escalation options are defined in the system options. If you have the privileges to do so, you can modify these settings for individual actions requests before submitting them.
5.Specify any of the following options (if available): Enable email reminders will send reminder emails to assigned reviewers until they have signed the diagram(s) off. Enable SMS reminders will send reminder SMS messages to assigned reviewers until they have signed the diagram(s) off. Reminders to be sent every is the frequency of days in which email and SMS reminders are sent. Start sending reminders x days before item is overdue is the number of days to start sending email and SMS reminders prior to the due date (set this option to '0' if you only want to remind users after the due date has passed). Enable escalations will escalate an overdue request by notifying users' line managers by email. Escalate after is the number of days after the due date has passed before notifying users' line managers.
6.Click Add to add the users and/or user groups who you want to review the diagram, then click Next. Note: Any reviewers assigned to the diagram will be automatically added. These can be removed by selecting the user(s) and clicking Remove. You can assign the owner, author and primary contact by clicking Dynamic. 7.Enter some optional notes about the recurring review, e.g. the reason for the review, then click Next. 8.Select the scope of diagrams to request the recurring review against. 9.Enter your password and click OK.
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