Related Topics and Links:

Action Resources

Person Responsible and Resources

Costs and Man Hours

Action Status Updates

Review and Approve Actions

Action resources can be marked for review and approval. If the Reviewer property is enabled in the configurable settings for the current project, you can click Show Review/Approval in the action ribbon to hide or display these fields for any given action.

(Note that if an action has been assigned for review or is already reviewed, you can no longer hide the fields.)

Assigning a Reviewer

If an action has not yet been reviewed, any user who is able to edit the record can assign or change the reviewer at any time.

In a secure database, the Reviewer drop-down list contains all of the database users who have the "Approve actions" permission.

Tip: If you want to change the assigned reviewer for multiple actions simultaneously (e.g., if a user changes roles and his/her actions need to be reassigned), use the Actions Explorer.

Reviewing and Approving the Action

When you are assigned to review/approve an action that has been completed, the record will be highlighted for you in My Portal (and in the SEP web portal if implemented), and you may also receive automated alerts (via e-mail and/or SMS) if applicable.

To record your decision, open the action record and choose Review Action.

In the Review Action window, you can choose one of the following options:

You can enter your comments directly in this window, or enter/update them later in the comments field.

 

© 1992-2019. HBM Prenscia Inc. ALL RIGHTS RESERVED.

E-mail Link