Reviewers and Task Assignees¶
Reviewers are users assigned to examine, approve, or complete tasks related to documents. They play a critical role in workflow processes and task management.
Types of Reviewers¶
| Type | Description |
|---|---|
| Workflow Reviewers | Assigned to workflow steps for approval/rejection |
| Task Assignees | Assigned to individual document tasks |
| ISO Reviewers | Assigned to periodic ISO compliance reviews |
| SOX Reviewers | Assigned to SOX compliance reviews |
Workflow Reviewers¶
Workflow reviewers are defined in workflow definitions and automatically receive tasks when documents enter their workflow step.
Reviewer Actions¶
| Action | Result |
|---|---|
| Approve | Document advances to next step |
| Reject | Document returns to submitter |
| Request Changes | Document held for revision |
Task Assignees¶
Task assignees receive document-based tasks assigned by other users.
Common Task Types¶
| Task Type | Description |
|---|---|
| Edit | Complete or edit the document |
| Read | Review and acknowledge the document |
| Comment | Provide feedback on the document |
Assigning Reviewers¶
In Workflows¶
- Create or edit a workflow definition
- Add a step
- Select reviewers for the step
- Configure approval requirements
For Individual Tasks¶
- Select the document
- Click Tools > Create Task
- Select the assignee
- Set requirements and due date
- Click OK
Reviewer Notifications¶
Reviewers receive email notifications when:
- A task is assigned to them
- A reminder is due
- A task becomes overdue