Edit a recurring review

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Recurring reviews will automatically request a review of a file at specified time intervals. Recurring reviews can be edited, for example to change the recurrence, notification or add/remove users. Recurring reviews can only be edited by the originator, a system administrator or a Document Registry administrator.

 

Note: Recurring reviews have separate reviewers assigned to each recurring review.

 


 

1.From the Documents menu choose Document Registry.

 

2.From the Manage menu choose View Recurring Reviews.

 

Note: If you want to edit the recurring review of a specific file or files then they must be selected before following step 2.

 

3.Choose the scope of files to view.

 

Selected Documents will display the recurring reviews for the selected files only (if a recurring review exists).

All Documents will display the recurring reviews for all documents with an assigned recurring review within the Document Registry.

 

4.Right-click the recurring review and choose Edit.

 

5.Make any changes to the review settings, if required, then click Next.

 

6.Click Add to assign new users to the review or select users that you want to remove and click Remove.

 

7.Click Next and edit the note, if required.

 

8.Click Next, enter your password and click Finish.

 

Note: You can also edit a document's recurring review from the Document Details window for a specific document. From the Manage menu choose View Recurring Reviews, then right-click the recurring review and choose Edit).

 

 

Related topics

 

Assigning reviewers

 

Creating recurring reviews

 

Removing recurring reviews

 

Manually triggering recurring reviews

 

Signing off reviews