Request a review

From time to time you may want to have a diagram reviewed by certain users (reviewers). Reviewers will be notified by email and a new action will appear in their To-dos.

Note: If one or more users do not have access to any of the diagrams that you are requesting a review for, you will not be able to proceed. 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 Schedule Diagram Review.

2.Enter a user reference, if appropriate, and a note. Click Next to continue.

3.Choose the date that want the review to be completed by and the priority, 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.

4.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 x days 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 escalation of overdue items will escalate an overdue request by notifying users' line managers by email.

Escalate after x days of being overdue is the number of days after the due date has passed before notifying users' line managers.

5.Click Next.

6.To add an attachment click New and choose an attachment type.

7.Click Next and select the scope of diagrams that you want to request a review for.

8.Click Next, if requested, enter your password and then click Finish.