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How to Review a Document in Policy Professional

Micah Ruth Angeles
Updated

HOW TO REVIEW A DOCUMENT IN POLICY PROFESSIONAL

Policy Professional supports an automated review cycle to help keep documents current. If a document requires review outside of the scheduled cycle, initiate a manual review. Multiple reviewers can be assigned to a single policy; configure this in the settings.

Settings

Use Only One Reviewer -If enabled, only one reviewer must complete the review process before it is sent to the approver(s). If disabled, multiple reviewers must complete the review process.

Use Multiple Reviewers for Overdue Policies (Applies to documents not reviewed by the review due date):    If enabled, all overdue policies will require all reviewers to complete their review before the document is sent to the approver(s).

  1. Navigate to the Dashboard to view the number of documents assigned to you for review.

The main dashboard page is displayed with the Policy Under Review tab highighted.

  1. Open your Review tab to access all assigned documents.
  2. Select a document to begin your review.

The Main Policy Professional page is displayed and the under review tab is highlighted.

  1. Track changes and add comments to document your recommendations for other reviewers and approvers.
    • Optional - Invite External Users to add comments and collaborate.  Invitees will receive an email, and will be able to view the document and add comments in the comment area.  All comments will be stored in the Activity area. 

The review page is displayed. The track changes and comments are highlighted. In addition the reviewer and approver icon's are also highlighted. The 3 highlighted is the pencil writing which is invite more reviewers and approvers. The second is ringing bell which sends out email notification and the smile face icon which sends out external invites to people outside the organization to provide their input to the policy.

  1. When your review is complete, click Mark as Reviewed.
  2. In the confirmation window, select whether to send the document to the pending approval queue or cancel and go back to editing. 
     

Additional Options & Icons

Remove from Under Review:
If a document was sent for review in error, select the red button to remove it. The document status will revert to Published, Pending Publish, or New Policies.

Preview:
Displays the document with your recent changes.

Save:
Saves changes without submitting for review. The document will remain in Under Review status until the Review button is selected.

Edit (Pencil Icon):
Allows you to add additional reviewers and/or approvers, depending on your permission level.

Notifications (Bell Icon):
Sends email notifications to selected reviewers and/or approvers.

External Input (Smile Icon):
Invites external contributors via email. Their comments will appear in the Activity tab.






 

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